Settlor of a Trust

Settlor of a Trust – Definition and Explanation

The Settlor of a Trust – What Does That Mean? The settlor of a trust is the person who creates a trust to be managed by a trustee for the benefit of another party called the beneficiary.  The settlor of a trust plans, creates, and funds the trust. Without the […]

Cyclical Stocks

Cyclical Stocks – What to Consider Before Investing

What are Cyclical Stocks? Cyclical stocks tend to closely follow the overall economy, rising swiftly during economic expansions and falling sharply during recessions. Cyclical stocks have a business cycle that is influenced by macroeconomic or systematic fluctuations in the overall economy. These equities are noted for tracking an economy’s expansion, […]

How to Calculate Percentage Increase

How to Calculate Percentage Increase, Percentage Decrease, or Change

How to Calculate Percentage Increase, Decrease, or Difference How to calculate percentage increase shows the amount of increase from an original number to a larger number as a percentage or parts per 100.  Percentage change is a straightforward mathematical concept.  It expresses the amount of change over time as a […]

Margin Call

Margin Call – A Guide to Margin Accounts

What Is a Margin Call? A margin call is a demand from your broker to boost the equity in your trading account.  It occurs when a margin account loses value and dips below the maintenance margin requirement level. A margin call is triggered when the value of an investor’s margin […]

covered calls

Covered Calls in Options Trading – What is a Covered Call Strategy?

What are Covered Calls in Options Trading? A covered call is a two-part options trading strategy in which stock is purchased or owned and calls are sold against the underlying security. Covered calls refer to a financial transaction in which the investor selling call options owns an equivalent amount of […]


What is a SPAC – What is a SPAC Stock?

What Is a SPAC and What is a SPAC Stock? A SPAC or special purpose acquisition company is a publicly-traded, cash-rich company.  Its sole purpose is to find a suitable private company and take it public through a merger or acquisition.  As a result, the private company can be publicly […]