03.12.2024
We explain the term FIFO, how it can be used to calculate the cost price and how it differs from the average cost method.
15.10.2024
How does tax progression work and how is the taxable income calculated? We explain with examples from Zurich, Bern, and Schwyz.
We explain the term netting using an example and show you the advantages of this procedure for securities trading.
20.01.2025
Funds and ETFs are usually available in two versions: accumulating and distributing. What are the differences? finpension explains.
09.08.2021
Rebalancing is the process of returning portfolio weights to the original target weights of a portfolio. We show how it works.
13.12.2022
We provide answers to this question and explain what has changed since the financial crisis and the near-bankruptcy of UBS.