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Consumer’s Equilibrium Bundle of Goods

We know that an individual will chose a bundle of goods that provide him the maximum utility from all the available choices. Based on the income and prices of products the choices available to the...

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Substitution and Income Effects

We earlier learned about the impact of changes in income and prices individually on the budget constraint ad demand of products. We will now study this in more detail. The change in quantity demanded...

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Accounting Profit Vs. Economic Profit

Accounting Profit We generally look at profits from accounting perspective. From the perspective of an accountant, profit is the difference between total revenue and total actual expenses incurred by...

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Top 3 Things You Need to Know About Behavioral Economics

If you are unfamiliar with the term, behavioral economics is the study of how emotions figure into buying decisions. It is unlike economics, which assumes humans only use rationality to decide what to...

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Sample Study Notes from CFA Level I Authority

The response for CFA Level I Authority, our comprehensive CFA Level I self-study program has been really great. Some of you asked for sample notes from Authority. So here it is… We are sharing study...

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How Email Marketing Works For Finance Businesses

Email marketing is becoming an increasingly common strategy for those in the financial professions. Sourcing clients in finance isn’t like being a convenience store or a fast food restaurant – in fact,...

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CFA Level 1 – Exam Preparation Guide

If you are a CFA Level 1 exam candidate, this guide will provide you all the information you need to prepare and pass the exam. The Chartered Financial Analyst (CFA®) is one of the most desired...

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New Excel Add-in to Get Stock Quotes in Excel

Excel is the most commonly used tool by people to manage and keep track of their stock portfolios. One of the most critical tasks to manage a portfolio in excel is to get the desired stock data in...

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Home Reversion – The Popular Equity Release Scheme

When it comes to releasing equity from property a home reversion scheme tends to be the popular choice for many home owners. How it works is that the owner of a property sells a share of the house to a...

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CFA Vs. FRM: Which Designation is Right for You?

This is one of the most commonly debated questions among students who have made up their mind about furthering their career and adding a designation such as CFA, FRM, or CAIA to their name. Making the...

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What are Corporate Bonds

Corporate bonds are bonds issued by corporations in order to raise money for their business. It is one of the major sources of financing by corporates after bank borrowing. The term corporate bonds is...

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What are Medium-term Notes

Medium term notes are another type of corporate debt security. One of their unique characteristic is that the notes are not sold all at once. Instead they are offered continuously to investors by an...

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Overview of Structured Notes

Structured securities are hybrid securities that integrate the features of a debt instruments and a derivative. The motive behind creating a structured security is to lower the borrowing costs as well...

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Hedge Fund Fee Structure, High Water Mark and Hurdle Rate

In a hedge fund, the investors pay two types of fee to the hedge fund managers, namely management fee and incentive fee (also called performance fees). They typically charge a management fee of 1-2% of...

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Stock Portfolio Tracker in Google Docs Spreadsheet

One of the best ways to manage your money is to use a spreadsheet program such as Excel or Google Docs to create a personal portfolio tracker. For people who are used to Excel, there was a great plugin...

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Should you add gold to your retirement investment strategy?

Planning for retirement in the midst of economic uncertainty is a problem that is now becoming a reality for many Americans. Lately, financial professionals have been stressing the fact that far too...

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How to Calculate Basic Earnings Per Share (EPS)

Earnings per share (EPS) is considered to be one of the best measures to summarize the performance of a company. The EPS for a company is reported only for common stock. A company can have simple...

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Impact of Stock Dividends and Stock Splits on Earnings Per Share (EPS)

Stock dividends are payment of additional shares of stock to common shareholders. For example, assume a company announces a 5% stock dividend to all shareholders of record.  For each 100 shares held,...

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6 Rules for Your Startup Company

Last year an average of 514,000 new American startup firms launched every month. However, statistics show three out of four of these companies will fail. Following these rules will give yours the best...

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Operating Return on Assets (ROA)

Operating Return on Assets (ROA) is one of the important profitability ratios. Operating ROA is calculated just like Return on Assets but uses Earnings Before Interest and Taxes (EBIT) instead on Net...

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