Investment Manager

An investment manager (sometimes called an asset manager, portfolio manager, wealth manager, or investment counselor) is an individual or firm hired to make investment…

Homemade Leverage

Homemade leverage is when an individual investor borrows personally to adjust the leverage of their equity holdings—effectively duplicating (or undoing) the leverage decisions a…

Homemade Dividends

Introduction Homemade dividends are cash distributions an investor produces by selling parts of their own investment portfolio rather than receiving cash from a company’s…

Investment Fund

An investment fund is a pooled vehicle that aggregates capital from many investors to buy securities (stocks, bonds, cash instruments, commodities and other assets).…

Investment Center

An investment center is a business unit (division, subsidiary, product line, project, or other organizational segment) that is responsible not only for generating revenues…

Home Bias

Key takeaways – Home bias (also called country bias or familiarity bias) is the tendency for investors to overweight domestic equities and underweight or…

Investment Banking

Key Takeaways – Investment banks arrange and execute large, complex financial transactions: underwriting debt and equity, advising on mergers & acquisitions (M&A), and helping…

Investment Analysis

Investment analysis is the systematic process of evaluating financial assets, industries, and economic trends to estimate future performance and determine whether an investment fits…

Home

A home is the physical dwelling where a person or household lives and that they treat as their permanent or principal residence. Beyond emotion,…

Home Office

A home office is a specific area in a taxpayer’s residence set aside and used regularly and exclusively for business. It can be a…