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Financial Planning

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Category – Financial Planning

Financial planning is the process of creating a strategy to manage an individual’s or business's financial resources to achieve specific goals. In trading, financial planning involves setting investment objectives, assessing risk tolerance, and deciding on asset allocation. Traders use financial planning to map out long-term growth strategies, optimize tax efficiency, and ensure sufficient liquidity for trading activities. A well-executed plan helps manage volatility and navigate market fluctuations while working towards financial goals.

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STOCK CERTIFICATE

Stock certificate is a legal document that certifies ownership of a specific number of shares in a corporation.

EX-DIVIDEND DATE

Ex-dividend date is the date on which a stock begins trading without the value of its next dividend payment.

AMORTIZATION

Amortization is the process of gradually writing off the initial cost of an asset.

ASSET ALLOCATION

Asset allocation is the process of dividing investments among different kinds of assets to optimize risk and reward.

CASH CONVERSION CYCLE (CCC)

Cash conversion cycle (CCC) is the time it takes for a company to convert its investments in inventory into cash flows from sales.

ECONOMIC VALUE ADDED (EVA)

Economic value added (EVA) is the measure of a company’s financial performance based on residual wealth.

OVERHEAD

Overhead is the ongoing administrative expenses of a business that cannot be attributed to any specific business activity.

WEALTH MANAGEMENT

Wealth management is a service that combines financial and investment advice, accounting, tax services, and legal planning.

INTRINSIC VALUE

Intrinsic value is the perceived or calculated true value of an asset.

DIVIDEND REINVESTMENT PLAN (DRIP)

Dividend reinvestment plan (DRIP) allows investors to reinvest their cash dividends into additional shares of the underlying stock.

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