EDU Articles
Learn about investing, trading, retirement, banking, personal finance and more.
What is Ex-Date?
The Ex-Date is for a stock indicates the last date of the month where a dividend is payable. It is two days before the record date.
If an investor buys a stock before the ex-date, they are entitled to the dividend that the stock is scheduled to pay that month. If the investor buys on or after the ex-date, then they will not receive the dividend payment for that month - the seller does.
When checking Google Finance or a newspaper for a stock quote, the ex-date is typically marked with a lowercase “x.”
What is Dividend Enhanced Convertible Stock (DECS)?
What is Dividend Frequency?
What are forward contracts?
Forward contracts are agreements to exchange specific assets on a specific date, at a price determined at the outset
What are 'non-marginable' securities?
Some securities, such as IPOs, are prohibited from being purchased on margin or for serving as margin for other purchases
For How Long Will I Receive My Social Security Benefits?
After the payments begin, you'll receive Social Security benefits for the rest of your life
How is a Roth 401(k) Different From a Regular 401(k)?
The main difference is that Roth contributions go in after tax and are not taxed on withdrawal
What is a Traditional IRA?
A Traditional IRA holds money tax-deferred until retirement. An IRA is an account with tax-deferred growth of assets
What are the IRA Contribution Limits?
The IRS adjusts the contribution limits year to year to accommodate cost-of-living adjustments
What is a Revocable Trust?
A Revocable Trust is also known as a Living Trust, and it is an estate planning vehicle that allows you to determine...
What is the Series 63?
In order to solicit orders for any type of security, a broker or representative must pass the Series 63 examination
What is a Bond Coupon?
A bond coupon is the interest rate that a bond issuer agrees to pay to the bondholder
What is Return on Sales?
Also called net operating margin, return on sales can indicate how well a company makes use of its sales revenue