What is a stock-for-stock merger and how does this corporate action affect existing shareholders?

June 30, 2024 No Comments

A: First, let’s be clear about what we mean by a stock-for-stock merger. When a merger or acquisition is conducted, there are various ways the acquiring company can pay for the assets it will receive. The acquirer can pay cash outright for all the equity

What is a stock-for-stock merger and how does this corporate action affect existing shareholders?

July 7, 2024 No Comments

What is a trailing commission?

June 30, 2024 No Comments

A: Very simply, a trailing commission is money you pay an advisor each year that you own an investment. The purpose of the fee is to provide incentive for the advisor to review his clients’ holdings and to provide advice. But when it comes down

What is a trailing commission?

July 7, 2024 No Comments

What is a trailing commission?

July 8, 2024 No Comments

What is an IPO lock-up period and how long is it?

June 30, 2024 No Comments

A: An initial public offering (IPO) lock-up period is a contractual restriction that prevents insiders who are holding a company’s stock, before it goes public, from selling the stock for a period usually lasting 90 to 180 days after the company goes public. Insiders include

What is an IPO lock-up period and how long is it?

July 7, 2024 No Comments

What is an IPO lock-up period and how long is it?

July 8, 2024 No Comments

What is authorized stock?

July 8, 2024 No Comments

Authorized stock represents the maximum number of common shares that can be issued legally by the company as stated in the company’s charter. The number of authorized shares that is identified in the company’s charter often greatly exceeds the number of shares that is issued

What is real estate underwriting?

June 30, 2024 No Comments

A: When an individual or business entity seeks funding for a real estate project or purchase, the loan request is scrutinized by an underwriter to determine how much risk the lender is willing to accept. These types of underwriters are not to be confused with securities

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