When investors purchase bonds, they do so primarily to generate income. The expected annual rate of return is called the current yield, and it is a function of the current price and the amount of ...

Editorial Disclaimer: All investors are advised to conduct their own independent research into investment strategies before making an investment decision. In addition, investors are advised that past ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

Calculate annual % change by dividing start by end value, raising to inverse years, minus one, times 100. Ex: a drop from $15M to $10M over 2 years is a 18.4% average annual decline. This calculation ...

To find capital loss carryover, subtract current year gains from current year losses. Carry remaining loss forward to apply against future gains or up to $3,000 of income. Update carryover amount ...