Author: Harper Cole
Harper Cole is an experienced financial professional with more than 9 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Highlights from his career in the securities industry include implementing firm-wide technology migrations, conducting education for financial planners, becoming a subject matter expert on regulatory changes, and trading a variety of derivatives. Chartered Leadership Fellow at the American College of Financial Services, he coached and supervised financial planners on making suitable recommendations of complex financial products.
IntroductionA 10-K report is a comprehensive financial report that publicly traded companies must file annually with the U.S. Securities and Exchange Commission (SEC). It provides a detailed overview of a company’s financial performance and position, including its assets, liabilities, revenues, expenses, and other financial information. The 10-K report is an important tool for investors to evaluate a company’s financial health and make informed decisions about investing in the company.What is a 10-K Report and How Does it Impact Your Investment Decisions?A 10-K report is an annual report that publicly traded companies are required to file with the U.S. Securities and…
IntroductionInsider trading in finance is the buying and selling of securities by individuals with access to non-public information about the security. This type of trading is illegal in most countries, as it gives the trader an unfair advantage over other investors who do not have access to the same information. Insider trading can be done by corporate insiders, such as officers, directors, and employees, as well as by outsiders who have access to confidential information. Insider trading can be used to make a profit or to manipulate the market. It is important to understand the legal implications of insider trading…
IntroductionClosing price is the last price at which a security is traded during a trading session. It is the most up-to-date price of a security at the end of a trading day. Closing prices are used to calculate the net change in a security’s price from one day to the next. Closing prices are also used to calculate the net asset value (NAV) of a security or fund. The closing price is determined by the last trade of the day, which may be different from the last quote of the day. The closing price is important because it is used…
IntroductionClosing bell is a term used to describe the end of a trading day in the stock market. It is the time when the market closes and all trades are settled. The closing bell is an important event in the stock market as it marks the end of the trading day and the beginning of the next trading day. It is also a time when investors can assess the performance of their investments and make decisions about their portfolios. The closing bell is also a time when the market can be volatile as traders adjust their positions in anticipation of…
IntroductionA closed-end fund is a type of investment fund that issues a fixed number of shares that are traded on a stock exchange. Unlike open-end funds, which issue new shares to meet investor demand, closed-end funds do not issue new shares and the number of outstanding shares remains fixed. Closed-end funds are typically actively managed and may invest in a variety of asset classes, including stocks, bonds, and real estate. Closed-end funds differ from open-end funds in that they are not required to redeem shares at the request of investors, and they may use leverage to increase their returns. Additionally,…
IntroductionA checking account is a type of bank account that allows you to deposit and withdraw money, pay bills, and make purchases. It is a convenient way to manage your finances and is often used for everyday transactions. Checking accounts typically offer features such as online banking, direct deposit, and debit cards. They also offer other benefits such as overdraft protection, interest-bearing accounts, and access to ATMs. With a checking account, you can easily manage your finances and have access to your money when you need it.What is a Checking Account and How Does it Work?A checking account is a…
IntroductionCheck is a written order to a financial institution to pay a specific amount of money from a person’s account to the person in whose name the check is issued. Checks are a widely used method of payment in the United States and many other countries. Checks are used to pay for goods and services, to transfer money between accounts, and to withdraw money from an account. Checks are also used to pay bills, such as rent, utilities, and credit card bills. Checks are a secure and convenient way to make payments, as they are backed by the issuing bank…
IntroductionChartist is a type of technical analysis used by traders to identify potential trading opportunities in the financial markets. It involves the use of charts to identify patterns and trends in the price movements of a security or asset. Chartists use a variety of charting techniques, such as trend lines, support and resistance levels, and moving averages, to identify potential trading opportunities. Chartists also use indicators, such as the Relative Strength Index (RSI) and the Moving Average Convergence Divergence (MACD), to help them make trading decisions. Chartists may also use fundamental analysis to supplement their technical analysis.What is Chartist Trading…
IntroductionChain-weighted CPI is a measure of inflation that is used to calculate the cost of living in a given country. It is an important economic indicator that is used to measure the changes in the prices of goods and services over time. Chain-weighted CPI is calculated by taking into account the changes in the prices of goods and services, as well as the changes in the composition of the basket of goods and services that are used to measure the cost of living. This measure of inflation is important for economic policy makers, as it helps them to understand the…
