Finance Strategists
Finance Strategists
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What Is the Wash Sale Rule? | Finance Strategists | Your Online Finance Dictionary
A wash-sale is a tax strategy to sell and immediately repurchase stocks that have dropped in value in order to maintain ownership of the stock, but also claim a tax deduction for the loss on tax filings.
To understand wash-sales, one must first understand the difference between unrealized and realized capital loss.
Unrealized capital losses are “floating” losses on stocks that have not been sold, so the loss has not actually been incurred.
Losses are “realized,” or permanently incurred, when the stock is sold. Only realized capital losses are tax deductible-this is where the wash-sale rule comes into play.
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0:00 Wash Sale Rule Definition
0:21 Unrealized vs Realized Capital Loss
1:09 Wash-Sale Rule
1:21 How to Avoid the Wash-Sale Rule
2:03 Wash Sale Rule Question & Application
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Message from the founder:
Here at Finance Strategists, we believe one of the best ways you can help someone is with their finances. We create helpful informational videos and content to help people take control of their finances.
Finance Strategists plans to launch "Finance Strategists for Kids" where we teach fundamental financial concepts to kids in a clear manner allowing them to generate margin in their lives to bless other people. We believe raising up a generation of leaders with financial freedom can change individual lives, neighborhoods, countries, and the world.
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Переглядів: 9 135

Відео

DuPont Analysis Definition and Formula | Finance Strategists | Learn With Finance Strategists
Переглядів 8 тис.2 роки тому
The DuPont Analysis Formula is an alternate way to calculate and deconstruct ROE (Return on Equity) in order to get a better understanding of the underlying factors behind a company’s ROE. It is done through adding additional factors and data points into the basic ROE equation in order to get a clearer glimpse of what is driving the changes over time in a company’s ROE. 0:00 DuPont Analysts Def...
Net Income Definition and Formula | Learn With Finance Strategists | Your Online Finance Dictionary
Переглядів 5 тис.3 роки тому
Net income shows how much money a company is making after subtracting all expenses. It can also be referred to as “net profit” or “the bottom line.” Net Income is usually found at the bottom of a company’s income statement. 0:00 Net Income Definition 0:25 The Formula of Net Income 1:32 Levels of Profit for a Company 2:05 Net Income Question & Application Talk with an advisor by emailing advisor...
Cash Flow Statement Definition | Finance Strategists | Your Online Finance Dictionary
Переглядів 6 тис.3 роки тому
The cash flow statement, also called the statement of cash flows, is a financial statement showing how cash flows in and out of a company over a specific period of time. By looking at a company’s cash flow statement, one can see whether the company has enough cash flowing in to fund its operations, pay its debts, and return money to shareholders via dividends or stock buybacks. The cash flow st...
Leverage Ratios Definition | Finance Strategists | Your Online Finance Dictionary
Переглядів 9 тис.3 роки тому
Leverage ratios are financial ratios that specify the level of debt incurred by a business relative to other accounting heads on its balance sheet. For example, the debt-to-equity ratio is a leverage ratio that displays the total amount of debt for a business in relation to its stockholder equity. Generally, a company’s debt is measured against five accounts: total assets, total equity, total o...
NAV (Net Asset Value) Definition | Finance Strategists | Your Online Finance Dictionary
Переглядів 13 тис.3 роки тому
Net Asset Value, or NAV, shows the net value of a company or corporation and is mainly used when evaluating mutual funds or exchange-traded funds. The NAV shows the price of the per share of the fund or other entity at a certain point in time and is used by investors to evaluate the worth of that entity. The NAV reflects the price point at which shares are traded and thus is important for inves...
Investments Definition | Learn with Finance Strategists | Your Online Finance Dictionary
Переглядів 3,2 тис.3 роки тому
An investment refers to any asset that is obtained for cost on the grounds that it is expected to provide value in the future that will exceed its initial cost and time to value. This happens due to an appreciation of the asset’s value. This could be because of: - A change in market conditions (such as with stocks) - A change in the overall supply (such as the works of a particular artist growi...
Gross Profit Definition and Formula | Under 3 Minutes! | Finance Strategists
Переглядів 4,5 тис.3 роки тому
Gross Profit is a “Profitability Ratio” used by investors, analysts, and company management to show how efficiently a company produces an item. It monitors the manufacturing process by subtracting the cost of production, also known as Cost of Goods Sold, from revenue. A higher gross profit indicates that the company is becoming more efficient in producing the product or is selling products for ...
What Is Revenue? | Less Than 3 Minutes! | Finance Strategists
Переглядів 6 тис.3 роки тому
Revenue is the money a business earns through its normal activities, typically meaning sales. Revenue is calculated before deducting taxes, interest, expenses, or the cost of goods sold. Revenue is a useful number because it reflects a company’s overall ability to generate profit. It is also the starting point for many other metrics, such as EBITDA (Earnings Before Interest, Taxes, Depreciation...
WACC (Weighted Average Cost of Capital) Formula and Definition | Learn With Finance Strategists
Переглядів 8 тис.3 роки тому
The weighted average cost of capital (WACC) is the implied interest rate of all forms of the company’s debt and equity financing which is weighted according to the proportionate dollar-value of each. The formula for calculating the weighted average cost of capital is the proportion of total equity (E) to total financing (E D) multiplied by the cost of equity (Re) , plus the proportion of total ...
CPI (Consumer Price Index) Definition | Finance Strategists | Your Online Finance Dictionary
Переглядів 3,6 тис.3 роки тому
The Consumer Price Index, or CPI, is a metric which measures inflation by calculating the price change for a basket of goods. “Basket of goods” in this context refers to goods associated with the cost of living: transportation, food, medicine, energy, etc. The CPI establishes the prices during a base year, and calculates the price increase or decrease of the same goods during a later year. CPI ...
GNP (Gross National Product) Definition | Less Than 3 Minutes! | Finance Strategists
Переглядів 4,2 тис.3 роки тому
The Gross National Product definition is the approximation of the total value of all goods and services produced by a country’s citizens and citizen-owned businesses. 0:00 Gross National Product (GNP) Definition 0:23 Gross National Product versus Gross Domestic Product (GDP) 0:48 GNP Formula 1:21 GNP Question & Application Talk with an advisor by emailing advisor@financestrategists.com Learn mo...
PE Ratio vs Earnings Yield | Learn With Finance Strategists | Less Than 3 Minutes!
Переглядів 4,8 тис.3 роки тому
The earnings yield is another valuation metric that is simply the inverse of the P/E ratio (the E/P ratio). If you turn the formula around and divide the EPS number by the stock price and multiply by 100, then you get the earnings yield percentage. 0:00 Difference Between PE Ratio and Earnings Yield 0:15 Earnings Yield Percentage Formula 0:39 When To Use PE Ratio 1:06 Question & Application Tal...
What is Economic Growth? | Less Than 3 Minutes! | Finance Strategists
Переглядів 3 тис.3 роки тому
Economic growth is defined as an increase in the production of goods and services in a country. Because economic growth measures the value of the goods being produced, rather than just the quantity, metrics like Gross Domestic Product (GDP) are often used. Usually, increases in aggregate production correlate with increased marginal productivity from each resident, leading to increased average i...
Operating Income Definition | Learn With Finance Strategists | Your Online Finance Dictionary
Переглядів 7 тис.3 роки тому
Operating income, also called income from operations, is an accounting metric that tells how much profit a business has made from regular operations. It is recorded after deducting depreciation, amortization, and the cost of goods sold. Operating income is also known as operating profit, and is sometimes referred to as EBIT, or Earnings Before Interest and Taxes. 0:00 Operating Income Definitio...
Work In Progress (WIP) Definition | Learn With Finance Strategists | Your Online Finance Dictionary
Переглядів 13 тис.3 роки тому
Work In Progress (WIP) Definition | Learn With Finance Strategists | Your Online Finance Dictionary
Trailing Twelve Months (TTM) Definition | Finance Strategists | Your Online Finance Dictionary
Переглядів 9 тис.3 роки тому
Trailing Twelve Months (TTM) Definition | Finance Strategists | Your Online Finance Dictionary
Credit Default Swap (CDS) Definition | Finance Strategists | Your Online Finance Dictionary
Переглядів 7 тис.3 роки тому
Credit Default Swap (CDS) Definition | Finance Strategists | Your Online Finance Dictionary
Accounting Ratios Definition | Learn With Finance Strategists | Your Online Finance Dictionary
Переглядів 4,5 тис.3 роки тому
Accounting Ratios Definition | Learn With Finance Strategists | Your Online Finance Dictionary
Common Law Definition | Learn With Finance Strategists | Your Online Finance Dictionary
Переглядів 4,3 тис.3 роки тому
Common Law Definition | Learn With Finance Strategists | Your Online Finance Dictionary
What Is X Rate? | Learn With Finance Strategists | Your Online Finance Dictionary
Переглядів 2,2 тис.3 роки тому
What Is X Rate? | Learn With Finance Strategists | Your Online Finance Dictionary
S&P 500 (Standard and Poor's 500) Definition | Finance Strategists | Your Online Finance Dictionary
Переглядів 2,9 тис.3 роки тому
S&P 500 (Standard and Poor's 500) Definition | Finance Strategists | Your Online Finance Dictionary
Hedge | Finance Strategists | Your Online Finance Dictionary
Переглядів 3,6 тис.3 роки тому
Hedge | Finance Strategists | Your Online Finance Dictionary
Inventory Turnover Ratio | Finance Strategists | Your Online Finance Dictionary
Переглядів 4,6 тис.3 роки тому
Inventory Turnover Ratio | Finance Strategists | Your Online Finance Dictionary
Interest Rate | Finance Strategists | Your Online Finance Dictionary
Переглядів 2,5 тис.3 роки тому
Interest Rate | Finance Strategists | Your Online Finance Dictionary
What is the Liquidity Coverage Ratio (LCR)? | Finance Strategists | Your Online Finance Dictionary
Переглядів 13 тис.3 роки тому
What is the Liquidity Coverage Ratio (LCR)? | Finance Strategists | Your Online Finance Dictionary
Leverage | Finance Strategists | Your Online Finance Dictionary
Переглядів 3,5 тис.3 роки тому
Leverage | Finance Strategists | Your Online Finance Dictionary
Chartered Property Casualty Underwriter(CPCU) | Finance Strategists | Your Online Finance Dictionary
Переглядів 4,3 тис.3 роки тому
Chartered Property Casualty Underwriter(CPCU) | Finance Strategists | Your Online Finance Dictionary
Stakeholders Definition | Learn with Finance Strategists | Your Online Finance Dictionary
Переглядів 4,3 тис.3 роки тому
Stakeholders Definition | Learn with Finance Strategists | Your Online Finance Dictionary
Overdraft Fees | Finance Strategists | Your Online Finance Dictionary
Переглядів 2,6 тис.3 роки тому
Overdraft Fees | Finance Strategists | Your Online Finance Dictionary

КОМЕНТАРІ

  • @LorenzoKump-d3x
    @LorenzoKump-d3x 2 дні тому

    Brown Gary Anderson Scott Hernandez Matthew

  • @DetraOoten-p1g
    @DetraOoten-p1g 2 дні тому

    Jayden Estate

  • @RodneyVillegas-o8k
    @RodneyVillegas-o8k 4 дні тому

    Brown Jeffrey Martin Michelle Lee Margaret

  • @DavidHaland
    @DavidHaland 5 днів тому

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  • @DonnaRobinson-u1w
    @DonnaRobinson-u1w 5 днів тому

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  • @CliveRadleys-s5m
    @CliveRadleys-s5m 6 днів тому

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  • @SumaiyaSarkar-x7d
    @SumaiyaSarkar-x7d 6 днів тому

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  • @SumaiyaSarkar-x7d
    @SumaiyaSarkar-x7d 6 днів тому

    Lee Jeffrey Lee Patricia Thomas John

  • @christin3223
    @christin3223 6 днів тому

    The music is so loud I can’t hear you speak

  • @JeromyDankerS
    @JeromyDankerS 7 днів тому

    Wilson Edward Brown Matthew Hernandez Matthew

  • @LoisPrice-k4y
    @LoisPrice-k4y 13 днів тому

    Garcia Deborah Miller Sandra Lee Kimberly

  • @Rio-by1eh
    @Rio-by1eh 22 дні тому

    T -ROWE does not let you ROLLOVER ONLY THE CASH PORTION from your 401k plan …. That’s very disturbing: they say you have to USE A PERCENTAGE OF ALL THE HOLDINGS CASH along with Mutual Funds ?? I do not want to touch mutual funds only my MONEY MARKET CASH FUND … help

  • @Given-ud4ct
    @Given-ud4ct 24 дні тому

    Great video! It just went too fast, causing you to have to watch it several times.

  • @anho3370
    @anho3370 26 днів тому

    Wat kost het

  • @mayursagar912
    @mayursagar912 Місяць тому

    Please can you also prepare a video for Series 16?

  • @FinancewithMinh
    @FinancewithMinh Місяць тому

    good job!

  • @KASUN_M
    @KASUN_M Місяць тому

    What about the forward PE Ratio? what a scam

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    That's a lot of lip stick. 💄💄💄💄

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    Imagine that... 🛸🛸🛸

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    Huh ... huh! 🪶🎥🎥🎥🎥

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    Apparently you had a series 7 ! Indeed! ❤I I I ❤❤❤

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    Huh .., who knew that! 😮

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    🎥🎥🎥🎥🎥🎥🍿🤓👿🎥💄💄🖥️🐢🪶🪶🪶💯🎥huh

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    Just sayin' ❤🎥🎥🎥🎥💯💯💯💯

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    That's different! 🪶🪶🪶🪶🪶🪶🍿

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    Huh .., huh! 🇺🇸🎥🎥🎥🎥🎥🇫🇷🇫🇷🇫🇷🇫🇷🎥🇫🇷🔥🔥👿👿

  • @annkennedy7935
    @annkennedy7935 Місяць тому

    That's different! Just sayin! ❤❤❤

  • @_Breakdown
    @_Breakdown Місяць тому

    Q1: Does a License Agreement typically allow a Licensor access to the Licensee's accounting books? Q2: Otherwise, how does a Licensor know how much $ the Licensed Product/Service actually made? *GENERAL INFO* 0:25 - - LICENSING AGREEMENTS - - pats, ™, copyright, movies/music, art, (anything CONTRACTUALLY agreed upon) 0:55 - - REAL ESTATE "revocable licensing agreements" (sometimes used in place of leases) 1:11 - - KEY POINTS: (1) Exclusivity (y or n?) (2) Details about royalty payments (or any other agreed-upon exchange (product or service other than $) (3) Geography (limitations, if any) (4) Transferability (can it be sub-licensed or re-sold?) (5) Time frame (limits; perpetual ? 1-year ? 5-year ?) 1:48 - - ADVANTAGES - - both parties profit economically 1:54 - - DISADVANTAGES: (1) Risk of theft (but minimal if there's a Licensing Agreement) (2) Licensees may have to alter some business practice (to conform to Licensor request) (3) Failure to comply could effect business operations of either party

  • @stephenlee5904
    @stephenlee5904 Місяць тому

    So, what is use of discount rate publicized by one county's central bank?

  • @dhrumitkabariya9367
    @dhrumitkabariya9367 2 місяці тому

    Hi, what license would I need to open a Forex Brokerage Firm? Thanks a lot in advance!

  • @ericgregorious7047
    @ericgregorious7047 2 місяці тому

    Is it comparable to CFA?

  • @jksamit8956
    @jksamit8956 2 місяці тому

    80% through check on the selected account Rest of 20% would be handover through cash on face to face meet up

  • @shaunmc013
    @shaunmc013 2 місяці тому

    Yes

  • @hunaintariq12
    @hunaintariq12 2 місяці тому

    thank you so much for your support and help...

  • @AbuInsights
    @AbuInsights 2 місяці тому

    @financestrategists Does it mean, Discount Rate is Inflation rate?

  • @constructionsoftwaretutori2738
    @constructionsoftwaretutori2738 3 місяці тому

    Are discount rate and depreciation rate the same?

  • @aimalshah3278
    @aimalshah3278 3 місяці тому

    An asset with Low but with Consistent Yields

  • @markgabriel7646
    @markgabriel7646 3 місяці тому

    I actually went to this video for the answer to the same question at the end of your video haha so i had no answer :(

    • @WaleedKhan-md7hi
      @WaleedKhan-md7hi 21 день тому

      Same, like how do we know the interest rate to be used to find discount factors?, at first i thought it would be same as the interest rates given to you as a reward on your inv 😂

  • @lemlemdema567
    @lemlemdema567 3 місяці тому

    Thank you

  • @DjamalM.
    @DjamalM. 3 місяці тому

    Very good video, thank you!

  • @roake0331
    @roake0331 3 місяці тому

    Absolutely

  • @SonnyBarger-cl3pn
    @SonnyBarger-cl3pn 4 місяці тому

    I have a government phone all is good I shouldn't have to pay for anything on my phone

  • @daisyhagan5469
    @daisyhagan5469 4 місяці тому

    Yes I appreciate the fact the TILA main proposal was to inform the the consumer...Me😊

  • @saraabasi4773
    @saraabasi4773 4 місяці тому

    To become an agent of a broker-dealer and allowed to execute transaction what series do I need?

  • @herrmajesty7332
    @herrmajesty7332 4 місяці тому

    😮😮😮😮😮😮😅😅 how can you endorse coupons?

  • @eamabeangke7667
    @eamabeangke7667 4 місяці тому

    Prevention is better than cure. It is better to prevent a liquidity crisis from happening by giving making sure that banks are properly assessing loans rather than putting regulation to ensure that banks are able to meet a liquidity crisis with enough cash.

  • @SenamileNomnda
    @SenamileNomnda 4 місяці тому

    Grocery store

  • @Kingofstocks007
    @Kingofstocks007 4 місяці тому

    Buy at 52 weeks low

  • @cornercondition
    @cornercondition 4 місяці тому

    amazing technology - no exploitation here!

  • @jasonsebera
    @jasonsebera 5 місяців тому

    Wonderful. Thanks!