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Banking & Stocks

With the possibility of new rules on retirement funds, business reporters should tackle the topic. ("Look left, look right" image by Franck Michel via Flickr, CC BY 2.0)

New rules on retirement savings

“Auto-IRA” plans are now in legal limbo for millions of U.S. workers. President Trump recently repealed a 2016 resolution from the U.S. Department of Labor

Company books and calculator.

Analyzing gross profits

Gross profits measure the difference between the money a business makes from selling goods or services (its revenue), and the cost of producing those goods or services.

10-Q filings tell a business reporter plenty about a company's financial health. (Calculator image by Alexander Stein via Pixabay, CCO Public Domain)

10-Q essentials

The 10-Q, a publicly traded company’s quarterly report filed with the SEC, is a multi-purpose tool. You can use it to break news, to get a

Reading a 10-Q calls for patience—and a highlighter. ("Pens at Work" image by "Jenny" via Flickr, CC BY 2.0)

Beginner’s guide to 10-Q

Like all corporate filings, the 10-Q tends to present company information in the best light possible. It is written by accountants and lawyers, which means

Knowing how to read a financial report is the first step in reporting on a business's health. ("Magnifying Glass" by John Lester via Flickr, CC BY 2.0)

Dissecting a financial statement

The first stop for a reporter looking at a public company’s financial health is its financial statement, easily found in its annual report. The three main components

Journalists head to a pair of primary online sources for information on company finances. (Image by Coyot via Pixabay)

Where to find company finances online

There are two main places to look for public companies’ financial reports and related information on the internet: the U.S. Securities and Exchange Commission (SEC) website and,

Don't miss these red flags when read a company's financial reports. ("Red Flags" image by Rutger van Waveren via flickr, CC BY-SA 2.0)

Four common 10-K red flags

Public companies have many ways of making themselves look more stable and successful than might be the case. Pro-forma financial reports are one tactic that present a

Options are one type of derivative, allowing investors to bet on the short-term movement of a stock. ("Alt Option Apple" image by "CJ SOrg" via flickr, CC BY-SA 2.0)

Financial market reporting, part 6: Derivatives

Defining derivatives and options Now we are going to discuss investment vehicles that are derived from others, appropriately called derivatives. Investors do not own the underlying

Watch out! Pro-Forma financial reports

Financial statements and documents are a primary tool for the business reporter. Public companies registered in the U.S. must report all manners of their operations

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