An annual report filed by publicly traded companies with the U.S. Securities and Exchange Commission (SEC). It provides a comprehensive summary of a company's financial performance, risks, and operations.
The highest and lowest prices a security has traded at over the past year, used as a quick gauge of momentum and value.
An employer-sponsored retirement account funded with pre-tax or Roth contributions, often with a company match, that grows tax-deferred until withdrawal.
A tax-advantaged savings account for education costs where investment growth and qualified withdrawals are free of federal tax.
A tax provision that lets an investor defer capital gains tax by rolling the proceeds of a sold investment property into a similar replacement property.
A family of IRS forms reporting income received outside of wages, including interest, dividends, and contractor payments.