12b 1fees
Title: Understanding 12b-1 Fees — what they are, how they work, and why they matter What is a…
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12b 1 Fund
What Is a 12b-1 Fund? Definition A 12b-1 fund is a mutual fund that uses part of its…
125 Loan
What is a 125% loan? A 125% loan is a mortgage-style loan that lets a homeowner borrow an…
10q
What is SEC Form 10‑Q? SEC Form 10‑Q is a quarterly report that public companies file with the…
10k Wrap
What is a 10‑K wrap? A 10‑K wrap is a short, company‑produced summary that pairs the formal SEC…
1092
What Is SEC Release IA‑1092? — A concise explainer What it is SEC Release IA‑1092 is an interpretive…
1040ez
What Was Form 1040EZ? A concise explainer for students and retail traders Definition and purpose Form 1040EZ was…
1040a
What Was Form 1040-A (U.S. Individual Tax Return)? Form 1040-A was a shortened, two-page version of the standard…
1040
What Is Form 1040? Form 1040, titled “U.S. Individual Income Tax Return,” is the standard federal form individual…
100 Equities Strategy
What is a 100% equities strategy? A 100% equities strategy is an investment approach in which all deployable…