“Asset Management Vs Wealth Management”

1009 Search Results

1009 Search Results

What Is a Bear Call Spread? How It Works

What Is a Bear Call Spread? How It Works

https://www.sofi.com/learn/content/bear-call-spread/

asset’s value declines. The maximum potential profit is capped at the value of the premium received. If the underlying asset’s value increases, the spread can become a loser for the…


Understanding the Permanent Portfolio Strategy

Understanding the Permanent Portfolio Strategy

https://www.sofi.com/learn/content/permanent-portfolio-strategy/

…by holding some of each, investors may be able to prevent significant losses. The idea is that at least one asset in the portfolio is always working. Each asset class…


What Is a Synthetic CDO?

What Is a Synthetic CDO?

https://www.sofi.com/learn/content/what-is-a-synthetic-cdo/

…CDO or collateralized debt obligation is a type of derivative investment, meaning it derives its value from an underlying financial asset or pool of assets. Those assets can include loans,…


Leap Options: What Are They? Pros & Cons

Leap Options: What Are They? Pros & Cons

https://www.sofi.com/learn/content/leap-options/

…the underlying asset Higher premiums vs. standard options Value mirrors underlying asset more closely LEAPS may not be available for all assets Explaining LEAPS Options Trading How does LEAPS options…


How Do You Get a Small Business Loan Without Collateral?

How Do You Get a Small Business Loan Without Collateral?

https://www.sofi.com/learn/content/getting-loan-without-collateral/

…your company assets. This means that, should your business default on the loan, the lender has the right to go after your assets to compensate for any amount still owed….


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