EDU Articles
Learn about investing, trading, retirement, banking, personal finance and more.
What are SPDRs?
SPDRs (Spiders) are index ETF shares that track the S&P 500, or could refer to other similar ETFs tracking other indices.
The SPDR is the longest standing ETF (exchange traded fund), and has existed since 1993. Unlike index mutual funds that track the S&P, ETFs can trade intraday, can be sold short, and bought on margin.
There are other SPDR ETFs that are spin-offs, and using “SPDRs” in the plural might refer to these as well. SPDRs are managed by State Street Global Advisors, and the S&P 500 SPDR is listed on the NYSE under the ticker symbol SPY.
Some SPDRs are actively managed or a hybrid of active/passive, but most are passively tracking their respective index.
What is short interest?
Short interest is a term used to describe how many short positions are open for a given security or market at a given time
What is the black swan theory?
The Black Swan Theory serves as a reminder to investors that unpredictable events can radically change the markets
How often should I call my financial advisor?
While a client should be involved in communication efforts as well, it’s really the advisor that should be reaching...
How Can I Use the Money From My Coverdell ESA?
Coverdell ESA accounts can be used to cover educational expenses. Similar to a 529 Plan
What Types of Life Insurance Exist?
There are more than a few types of life insurance, and more are introduced as time passes. Term life is the most common
What is a Zero Coupon Bond?
A Zero Coupon Bond is one that does not make interest payments - the bondholder only receives the face value back
What is the Federal Reserve Bank?
The Federal Reserve Bank is a 12-bank system in the United States that plays the role of the country’s central bank
What is Income Tax Payable?
Income Tax Payable is an account on a company’s ledger where they reserve amounts that will be used to pay the tax liability
What is Form 1099-R?
Sources of retirement plan income, such as pensions, annuities, and IRAs, will be associated with a 1099-R filing
What is the Three Falling Peaks (Bearish) Pattern?
The Three Falling Peaks pattern forms when three minor Highs arrange along a downward-sloping trend line