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Perpetuities pay a fixed annual sum; interest rate calculated by dividing payment by price. Example: $5,000 annual perpetuity for $60,000 has an 8.33% interest rate. Validate investment value using ...

The 60/40 portfolio strategy—a mix of 60% stocks and 40% bonds—has served investors well for decades. But financial professionals say investors who plan to rebalance their portfolios by year’s end ...

Customers Bancorp's Series E preferred shares have been called, and Series F trades at a premium, increasing call risk for income investors. The bank's net interest income has stabilized, despite ...

Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...

In this post, we will show you how to calculate the expiry date in Microsoft Excel. Calculating expiry dates is a common requirement when working with Excel, especially for tracking inventory, ...

Perpetual bonds have no maturity date, allowing them to pay interest indefinitely, making them appealing for long-term income. They come in different types, such as government and corporate bonds, ...

Have you ever found yourself wrestling with Excel formulas, trying to calculate moving averages or rolling totals, only to end up frustrated by the constant need for manual adjustments? You’re not ...

Money market yield measures the annualized return on short-term, low-risk investments like Treasury bills and commercial paper. It helps investors compare the earnings potential of different money ...

In the past couple of weeks, we have written several informative articles dedicated to new IPOs in the exchange-traded fixed-income universe. This will be a bit of a different study, in which we will ...