EDU Articles
Learn about investing, trading, retirement, banking, personal finance and more.
Who is a Bond Trustee?
A bond trustee is an institution which has the fiduciary responsibility of administering and enforcing the terms of the bond indenture. A bond indenture is the contract between the bond issuer and the bondholder.
A trustee has the resources to manage the distribution of the funds to the bondholders, to keep up with and distribute the required bookkeeping and statement information to the interested parties as well as regulators like the SEC. If there is a violation of the contract, the trustee must report it and act in the best interest of the wronged party.
That may mean sitting on the opposite side of the table from the issuing entity in legal proceedings and arbitration talks.
What are Balanced Funds?
Balanced funds offer a well-diversified investment that includes relatively equal exposure to stocks and bonds
What is active money management?
Active management is when an investor or money manager attempts to outperform an index or benchmark using tactic strategy
What is asset allocation?
Asset allocation is theoretically the best way to control the return you experience, through diversification
When should I sell my IPO shares?
If there is a lot of hype surrounding the IPO, it may be a good strategy to immediately sell them while the frenzy is on
Should I Buy a Medigap Policy?
There are pros and cons to buying so-called Medigap coverage, and it can depend on how much medical care and services...
What is a Convertible Bond?
A convertible bond, also known as convertible debt, is debt that can be converted to equity (in the form of common stock)
What is an Interest Rate?
An interest rate is a simple principle that’s been around for centuries, whereby a borrower has to pay for money borrowed
What is a commodity etf?
Commodity ETFs are focused on tracking the performance of commodity prices and their derivatives contracts
What is the Symmetrical Triangle Top (Bullish) Pattern?
The Symmetrical Triangle Top pattern forms when a stock price fails to retest a high or low and forms two trend lines
What is the Triple Tops (Bearish) Pattern?
The Triple Tops pattern appears when there are three distinct minor Highs at about the same price level