Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Todd Investment Advisors has launched an asset/liability matching strategy. It invests in bonds to match short-dated liabilities--from five to 15 years in duration--and then uses exchange-traded funds ...

Total liabilities are all the debts that a business or individual owes or will potentially owe. Does it accurately indicate financial health?

Liability-driven investing, or LDI, is an investment strategy that focuses on matching assets with liabilities. This strategy is used by pension plans to hedge against market-related risks that could ...

Assets generate income and appreciate in value, while liabilities drain resources and depreciate over time. Do you want to improve your net worth? Probably so. But if you’re like many people, you ...

Following general accounting principles is essential to managing your business. Maintaining a balance sheet of your assets and liabilities, tracking your cash flow with an income statement and ...

On the go: Soaring inflation may prevent actuaries from being able to match schemes’ underlying liabilities with appropriate assets, with costs set to increase, the Institute and Faculty of Actuaries ...

In recent years, many US plan sponsors have adopted liability-driven investing (LDI) in response to changes in accounting standards (FASB 87) and funding requirements (Pension Protection Act). Others ...

Discussing total assets vs. total liabilities leads to pondering balance sheet tactics. With a strong balance sheet, a company can wield its financial resources to make money, stop a dwindling bottom ...

US life insurers were increasing their exposure to less liquid, higher-yielding assets as they sought to boost returns and better match long-dated liabilities, according to a report from Morningstar ...

Setting up a business as a limited liability company (LLC) can protect the business owner's personal assets from being claimed by business creditors. An LLC creates a shield between business ...