Jeff Mankin

Q Quarterly report A quarterly report is a financial statement that covers three months or a quarter of the year. The SEC requires public companies to issue a quarterly report called a 10-Q. Quarterly reports are unaudited and are also called interim reports. Reports that cover a full year are called annual reports. Quick ratio […]

R R2 See R-squared. Ratio analysis Ratio analysis is analyzing a company based on calculating a set of financial ratios. Common financial ratios include: current ratio return on assets return on equity net profit margin debt to equity ratio Return on assets Return on assets (ROA) is a financial ratio of how profitable a company

Financial Terms Dictionary T T-account A T-account is common way to show transactions and the balance in an account. The shape is like a capital T. The account title is at the top. The left side is called a Debit and the right side is a Credit. Temporary account A temporary account is either a

Here is a glossary of financial terms S. These financial terms begin with the letter S, including S&P 500, SEC, and SWOT analysis. S&P 500 The S&P 500 is a U.S. stock market index composed of the 500 largest U.S. companies. The S&P 500 is the proxy for the U.S. large-cap stock market. There are

Here is a glossary of financial terms V. These financial terms begin with the letter V, including Vanguard, vertical analysis, and VLOOKUP.

Financial Terms Dictionary U UGMA Uniform Gifts to Minors Act. UGMA is a custodial account for minors. It allows adult parents to set up an account for minor children to hold assets in the children’s names. UGMA accounts can hold cash, stocks, and mutual funds. These funds are controlled by the trustee(s) on behalf of