Tax-Loss Harvesting and the Wash Sale Rule: A Year-End Guide
Selling losing investments before year-end can lower your tax bill, but the wash sale rule can erase the benefit. Here is how harvesting works and the mistakes to avoid.
Selling losing investments before year-end can lower your tax bill, but the wash sale rule can erase the benefit. Here is how harvesting works and the mistakes to avoid.
US companies spend enormous sums buying back their own shares. How buybacks work, why they lift earnings per share, and how to tell a smart buyback from a wasteful one.
The VIX is quoted every time markets wobble. Here is what the number actually measures, how to translate it into an expected move, and why it is not a crash predictor.
How dividends work, how to judge whether a dividend is sustainable, and the four dates that decide who gets paid.
Price-to-book compares a company's market value with the accounting value of its net assets. Here is when it is useful, and why it fails for many modern companies.
The price-to-earnings ratio is the most quoted valuation number in investing. Here is how to calculate it, how to compare it, and where it fails.
The order type you choose decides the price you pay. Here is how market, limit, stop, and stop-limit orders work, with the trade-offs of each.
A plain-English glossary of the words you will see in every market headline, from bid and ask to bear market, market cap, and ETF.
Top gainers, top losers, and most actively traded measure three different things — here's why conflating them leads to misreading daily market recaps.