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  2. Dedicated portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Dedicated_portfolio_theory

    Dedicated portfolio theory, in finance, deals with the characteristics and features of a portfolio built to generate a predictable stream of future cash inflows.This is achieved by purchasing bonds and/or other fixed income securities (such as certificates of deposit) that can and usually are held to maturity to generate this predictable stream from the coupon interest and/or the repayment of ...

  3. Adjusting entries - Wikipedia

    en.wikipedia.org/wiki/Adjusting_entries

    Expenses for interest, taxes, rent, and salaries are commonly accrued for reporting purposes. An income which has been earned but it has not been received yet during the accounting period. Incomes like rent, interest on investments, commission etc. are examples of accrued income.

  4. Immunization (finance) - Wikipedia

    en.wikipedia.org/wiki/Immunization_(finance)

    Frank Redington is generally considered to be the originator of the immunization strategy. Redington was an actuary from the United Kingdom. In 1952 he published his "Review of the Principle of Life-Office Valuations," in which he defined immunization as "the investment of the assets in such a way that the existing business is immune to a general change in the rate of interest."

  5. Cash-out refinance explained: How it works — and when it can ...

    www.aol.com/finance/what-is-cash-out-refinance...

    No-interest intro cards are best for expenses that you can realistically pay off during the promotional period, typically 12 to 21 months. After this period, interest rates will jump significantly.

  6. Financial statement - Wikipedia

    en.wikipedia.org/wiki/Financial_statement

    Reported assets, liabilities, equity, income and expenses are directly related to an organization's financial position. Financial statements are intended to be understandable by readers who have "a reasonable knowledge of business and economic activities and accounting and who are willing to study the information diligently."

  7. Valuation (finance) - Wikipedia

    en.wikipedia.org/wiki/Valuation_(finance)

    An appropriate capitalization rate is applied to the excess return, resulting in the value of those intangible assets. That value is added to the value of the tangible assets and any non-operating assets, and the total is the value estimate for the business as a whole. See Clean surplus accounting, Residual income valuation.

  8. Fund accounting - Wikipedia

    en.wikipedia.org/wiki/Fund_accounting

    An example would be a special revenue fund to record state and federal fuel tax revenues, since by federal and state law the tax revenue can only be spent on transportation uses. Capital projects funds are used to account for the construction or acquisition of fixed assets , [ 27 ] such as buildings, equipment and roads.

  9. Generally Accepted Accounting Principles (United States)

    en.wikipedia.org/wiki/Generally_Accepted...

    Expenses are recognized not when the work is performed, or when a product is produced, but when the work or the product actually makes its contribution to revenue. Only if no connection with revenue can be established may cost be charged as expenses to the current period (e.g., office salaries and other administrative expenses).