Reading an Annual Report

Publicly traded companies are required by law to publish an annual report to their shareholders. Many companies publish quarterly reports as well. Though there is no government mandated format that an annual report should take or the exact information it should contain, custom has developed some standards, and some professional accounting organizations have required compliance … Continue reading Reading an Annual Report

Categories Accounting, Business, Investing and Financial Planning1 Comment

Understanding Investment Management

Investment management firms manage the portfolios of individuals, partnerships, corporations, corporate and public retirement plans, non-profit entities and endowments. These portfolios can be invested in individual stocks and bonds, mutual funds, outright ownership of property or commodities, foreign exchange and the futures markets. Deciding the mix, scope and concentration of a portfolio under management is … Continue reading Understanding Investment Management

Categories Finance, Investing and Financial Planning1 Comment