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2. Balance sheet - Wikipedia

   en.wikipedia.org/wiki/Balance_sheet

   In financial accounting, a balance sheet (also known as statement of financial position or statement of financial condition) is a summary of the financial balances of an individual or organization, whether it be a sole proprietorship, a business partnership, a corporation, private limited company or other organization such as government or not-for-profit entity.

3. Financial accounting - Wikipedia

   en.wikipedia.org/wiki/Financial_accounting

   Financial accounting is the preparation of financial statements that can be consumed by the public and the relevant stakeholders. Financial information would be useful to users if such qualitative characteristics are present. When producing financial statements, the following must comply: Fundamental Qualitative Characteristics:

4. Wrap account - Wikipedia

   en.wikipedia.org/wiki/Wrap_account

   A wrap account (also known as wrap service or tax wrapper) is a means of consolidating and managing an investor's investment portfolio and financial plans. Wrap-fee services are offered by many financial institutions. Often, wrap services are offered for a fee or a series of charges. These charges cover all administrative and management costs.

5. How to prep your investment tax documents for tax day - AOL

   www.aol.com/finance/prep-investment-tax...

   Consolidated statements have many pieces of data: A consolidated 1099 from your broker may have many pieces of data – a 1099-INT, a 1099-DIV, a 1099-B and more – so be sure that you’ve found ...

6. Tax-loss harvesting: How to turn investment losses into ... - AOL

   www.aol.com/finance/tax-loss-harvesting-turn...

   Look at your brokerage statements and see which investments are showing a loss. ... make the transactions in your brokerage account before the calendar year ends. If you want to buy back into the ...

7. Stock upgrades and downgrades: What it means when an ... - AOL

   www.aol.com/finance/stock-upgrades-downgrades...

   Understanding analyst ratings An analyst rating is a recommendation from an investment professional on whether investors should buy, sell or hold a particular stock. Here’s what each rating means:

8. Financial statement - Wikipedia

   en.wikipedia.org/wiki/Financial_statement

   [2] Financial statements may be used by users for different purposes: Owners and managers require financial statements to make important business decisions that affect its continued operations. Financial analysis is then performed on these statements to provide management with a more detailed understanding of the figures.

9. Net capital rule - Wikipedia

   en.wikipedia.org/wiki/Net_capital_rule

   In connection with an investigation into the SEC's role in the collapse of Bear Stearns, in late September, 2008, the SEC's Division of Trading and Markets responded to an early formulation of this position by maintaining (1) it confuses leverage at the Bear Stearns holding company, which was never regulated by the net capital rule, with leverage at the broker-dealer subsidiaries covered by ...