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A 10-k is an annual filing required by the SEC for companies over a certain size, which provides the regulators with more detail than can be found in an Annual Report.
If a company has over $10 Million in assets and equity shares divided among 500 or more people, it must file a 10-K within 60 days of the end of the fiscal year, as well as 10-Q filings quarterly, whether it is publicly or privately traded. The 10-K will include specific details that companies may not have put in their Annual Report to shareholders, such as executive compensation, subsidiaries, audited financial statements, lawsuits, and so on.
The Annual Report to Shareholders can be more of a marketing piece, but the 10-K contains all the technical information that an investor would need to know before purchasing equity or debt from the company. The SEC mandates that the company releases 10-k information to all shareholders who request it.
R-Squared is a percentage measurement describing how much of a security’s movement is in correlation with its benchmark
Realistically, you should not plan on getting more that about 10% average per year over the long term for a portfolio...
Keogh plans are any type of qualified plan at a sole proprietorship or partnership
A Traditional IRA holds money tax-deferred until retirement. An IRA is an account with tax-deferred growth of assets
The Federal Reserve Bank is a 12-bank system in the United States that plays the role of the country’s central bank
Market Breadth is a descriptor that is used in several market indicators such as the daily breadth, the A/D Line...
The Commodity Channel Index can be used for ETFs, stocks, and so on. It basically displays the relative daily difference
A life estate is often created by an older parent when they sign over the house to their adult children
Bitcoin is a digital currency that is secured and maintained by a peer-to-peer network of millions of users online
The IRS has already paved the way for employers to pay wages using bitcoin and other cryptocurrencies