Education Articles
More people than ever are taking control of their finances and exploring the world of investing. But, the stock market can be a tricky and daunting thing to navigate if you don’t know what you’re doing.
Thankfully – we’ve got you covered. Our education section provides in-depth guides and articles across a range of topics to help you become a pro in no time.
Financial Glossary
List of Education Articles
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What is Delta?
Delta is a ratio that compares the change in the price of an asset, typically marketable securities, to the comparable change in the price of its...
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What is a Fiscal Year?
A fiscal year is a period of twelve months that companies chose to report their financial information.
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What is a Portfolio Manager?
A portfolio manager is a single person or a group of people that are responsible for investing a mutual, exchange-traded or closed-end fund’s assets.
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What is Collateral?
Collateral is an asset that a lender accepts as security for a loan. Depending on the purpose, the collateral may be real estate or other asset types.
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What is a White Paper?
A white paper is a document that is used by an organization to promote or highlight the features of a solution, product or service that it offers.
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What is a Margin?
A margin is a sum of money borrowed from a broker to buy an investment. It's the difference between the total investment value and the amount...
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What is a Credit Union?
A credit union is a financial cooperative that offers traditional banking services to its members.
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What is Greenwashing?
Simply put, greenwashing is the act of exaggerating or fabricating environmental credentials of an investment
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What is a Fiduciary?
A fiduciary is an individual or organization that acts on the behalf of another person. A fiduciary puts their clients’ interests before their own.
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What is an Institutional Investor?
An institutional investor is someone that invests money on behalf of other people. Examples include mutual funds, pensions, and insurance companies.
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What is Furlough?
Furlough describes a temporary layoff, a modification to normal working hours and a reduction in pay for a specified period of time or an...
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What is a J Curve?
A J curve is an economic theory that shows an initial loss followed by significant gains. It's called a J curve due to its characteristic J shape.
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What is a Trust Fund?
A trust fund is a tool that is used in estate planning. It creates a legal entity to hold property or assets on behalf of a person or organization.
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What is Net Income?
Net income is gross income minus expenses. It's used to calculate earnings per share (EPS) and gives investors an idea of how profitable a company is.
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What is a Payday Loan?
A payday loan is when a lender offers high-interest credit based on your income. Typically the loan is a portion of your next pay check
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What is a Guarantor?
A guarantor is a term in finance to describe an individual who agrees to pay a borrower’s debt should the borrower default on their loan obligation.
