Investing Articles

  1. “Cautious” Investors: Saying One Thing, Doing Another

    Five years into an equity bull market, investors say they’re still cautious. However, Americans hold as much risk in their financial portfolios as they did during the tech bubble in 2000.
  2. Are Mutual Funds Doomed?

    Decreases in mutual fund classes and the growing use of ETFs means the future of mutual funds will be anything but smooth.
  3. You'd Better Know Your High-Frequency Trading Terminology

    The upsurge of investor interest in high-frequency trading (HFT) caused by Michael Lewis’ book “Flash Boys: A Wall Street Revolt” makes it important for industry professionals to come up to speed with HFT terminology.
  4. What Maker-Taker Fees Mean To You

    Exchanges and a few high-frequency traders are being scrutinized for a rebate pricing system regulators believe distorts pricing, diminishes liquidity and can cost long-term investors.
  5. Outside the Box: Hoisington Investment Mgmt Review and Outlook, Q1 2014

    Outside the Box: Hoisington Investment Management Quarterly Review and Outlook, First Quarter 2014
  6. Why Stick With Energy Stocks? (Hint: Geopolitical Risk)

    By most fundamental measures, oil prices should be declining. Russ explains why they’re on the rise instead, how this has helped energy stocks in 2014 and why investors should still consider an overweight to the global energy sector.
  7. Are We Setting Ourselves Up For Another Financial Crisis?

    “More money has been lost because of four words than at the point of a gun. Those words are, ‘This time is different.’”
  8. What $175,000 Will Buy in the Tampa-St. Pete-Clearwater Real Estate Market

    Prices for Tampa-St. Petersburg-Clearwater, Fla. area homes are up 13.3% from the same month last year, but the median price of $169,000 is still well below the national average - and there's much more inventory than in most regions, according to the National Housing Trend Report for February 2014.
  9. Bad Investor Behavior: Overemphasizing Experience

    Behavioral finance researchers have discovered that our personal experiences disproportionately impact our investing behavior. Nelli examines the evidence and implications of this bad investing behavior, and what investors can do to overcome it.
  10. Overbought Or Oversold? Use The Relative Strength Index To Find Out

    The Relative Strength Index comes in handy when identifying areas that are potentially overbought or oversold.
  11. How IEX is Combating Predatory Types Of High-Frequency Traders

    IEX is an Alternative Trading System (ATS) that seeks to combat predatory trading, particularly high-frequency trading.
  12. Thoughts From The Frontline: Every Central Bank For Itself

    Thoughts from the Frontline: Every Central Bank for Itself
  13. The Four Most Commonly-Used Indicators In Trend Trading

    Here are the top indicators and tools trend traders use to establish when trends exist and to find entry/exit points.
  14. 3 Dumb Ways to Borrow Money

    Money — everyone needs it, but not everyone has it. Many people who find themselves in a financial bind aren’t left with many options, and sometimes applying for a loan isn’t realistic. The most accessible methods of getting quick cash come with a high cost, but those who need money badly won’t mind.
  15. Your Bad Financial Habits Can Hurt Your Kids

    Modeling sensible planning and budgeting practices in front of your kids helps set them up for a lifetime of financial good health
  16. For Individual Investors, These May Be The Best Of Times

    The raging debate on high frequency trading may lead the average retail investor to think that he/she continues to get a raw deal in the stock market. The reality is that these are probably the best of times for them.
  17. Infographic - The Lifecycle of a Bond

    Basic information on how Bonds work.
  18. What $200,000 Will Buy In The Atlanta Real Estate Market

    Atlanta housing prices are up from last year, but they're still lower than the national median. And there's lots of inventory so plenty of choice for buyers. Here's how to get the most for your money.
  19. Bubble Bursting? Only For Biotech & Internet Stocks

    The recent sluggish performance of U.S. stocks is leading some market watchers to question whether we’re witnessing the bursting of an equity bubble. Russ explains that while U.S. equities overall are not in a bubble, valuations have started to become an issue, particularly for certain segments of the market. Despite signs that most of the U.S.
  20. Use Knock-Out Options To Lower The Cost of Hedging

    Unlike a plain-vanilla call or put option where the only price defined is the strike price, a knock-out option has to specify two prices – the strike price and the knock-out barrier price.
  21. The Odd Lot Theory: Betting That Small Investors Are Wrong

    The odd lot theory is a largely discredited proposition that small investors are usually wrong and that doing the exact opposite will yield above-average returns.
  22. The Most Accurate Way To Gauge Returns: The Compound Annual Growth Rate

    The compound annual growth rate, or CAGR for short, represents one of the most accurate ways to calculate and determine returns for individual assets, investment portfolios and anything that can rise or fall in value over time.
  23. Why The Winklevoss Twins' New Bitcoin ETF Matters

    The Winklevoss Bitcoin Trust, currently moving towards regulatory approval and expected out later this year, will be a Bitcoin ETF. Currently, such an investment vehicle is only available to wealthy investors, through funds like the Bitcoin Investment Trust.
  24. PIMCO’s New ETF Play – Here’s What You Need To Know

    A list and summary review of the new Pimco ETFs.
  25. What $300,000 Will Buy In The Riverside/San Bernardino Real Estate Market

    The median list price for the San Bernardino/Riverside, Calif. market is $292,800, up 24.6% from the same month last year, according to the National Housing Trend Report for February 2014, published by Realtor.com. Here's a look at what buyers can expect to find for $300,000.
  26. Understanding the "Hanging Man": The Optimistic Candlestick Pattern

    A hanging man is a candlestick pattern that hints at the reversal of an uptrend. The candlestick is recognizable by a small box atop a long, narrow "shadow."
  27. Use The McClellan Oscillator To Measure Market "Breadth"

    How broad is the market? And, once we answer that question, how can we use that answer to our advantage?
  28. What Is Worse Than Being At Risk?

    You may have heard the old adage: “What is worse than being lost? Not knowing you are lost.” In that same vein: What is worse than being at risk? You guessed it! Not knowing you’re at risk.
  29. How the Case Against BofA's Ken Lewis Fizzled

    The regulatory cloud has lifted for Kenneth D. Lewis. Last week, the former head of Bank of America received a modest penalty, paid for by his former employer, and a temporary ban from an industry he is no longer a part of.
  30. Can Paying Off Your Mortgage Early Hurt Your Net Worth?

    Saving your money and making double or even triple payments on a mortgage may sound productive, but it could hurt your overall assets for the future, giving you less to utilize during retirement.
  31. What $250,000 Will Buy In The Phoenix Real Estate Market

    The number of real estate listings in the Phoenix-Mesa market has increased more than 45% since February 2013. Find out what you can get for the median list price in this eclectic housing market.
  32. Sanctions Between Countries Pack a Bigger Punch Than You Might Think

    In response to Russia's annexation of Crimea, in March 2014 the West slapped sanctions on dozens of Russian hotshots. So what, you ask? Well, sancitons can pack a bigger punch than you might think.
  33. Five Alternative Investments For Main Street

    FOX Business Network anchor Deirdre Bolton explains the alternative investments investors ask her about the most.
  34. The Risks Of Investing In Emerging Markets

    In a volatile market, domestic investing can be risky. Many investors choose to look overseas for diversification - but that strategy comes with its own unique threats.
  35. Who Is Satoshi Nakamoto, Mysterious Bitcoin Founder?

    Short answer: No one knows.
  36. How To Use The Chaikin Oscillator To Your Advantage

    How best to reconcile increasing or decreasing volume with price fluctuations? No one has a definitive answer, but Marc Chaikin has come as close as anyone. Enter the Chaikin Oscillator.
  37. How Traders Can Utilize CCI (Commodity Channel Index) To Trade Stock Trends

    Use the Commodity Channel Index (CCI) to enter and exit price trends.
  38. Can Tweets And Facebook Posts Predict Stock Behavior?

    Social sentiment indicators - which track the frequency with which a stock is mentioned on Twitter or Facebook - are becoming increasingly important in predicting stock prices.
  39. Using the Coppock Curve to Generate Stock Trade Signals

    How the Coppock Curve momentum indicator can help you isolate buying opportunities and exit points in the stock market.
  40. Key Takeaways From Warren Buffett's Annual Letters To Shareholders

    A simple yet invaluable look into the key themes Warren Buffett repeats in his annual letter to shareholders.
  41. Reverse Mortgages 101

    Just because you can apply for a reverse mortgage doesn’t mean you should. Get a general idea of how these work, as well as who is poised to benefit from them in this article.
  42. America Launches Its First Bitcoin ATMs : Q&A With Liberty Teller Co-Founder

    Investopedia interviewed one of the co-founders of Liberty Teller, a start-up company that launched the U.S.'s first Bitcoin ATMs.
  43. Is Homeownership A Smart Investment Again?

    Homeownership remains cheaper than renting across the nation. However, these findings speak broadly to the national market, and there are several situations where it still makes more sense to rent.
  44. Money Market Funds: Enough Regulation Already?

    Since September, the Securities and Exchange Commission (SEC) has been sitting on proposed rules for money market mutual funds that would affect 61 million individual investors plus untold businesses that together have parked nearly $3 trillion in the funds for cash management.
  45. J.P. Morgan's Long-Awaited ETF: Playing Close To The Vest

    Why is J.P. Morgan getting into the ETF game now?
  46. Strategic Beta ETFs

    Strategic Beta ETFs By Greg McFarlane As the financial markets get more sophisticated and arcane with time, the number of different types of investment scheme proliferates. It was only a few decades ago when someone first pooled together various individual stocks to create the first mutual fund, which was seen at the time as novel and perhaps unduly complicated.
  47. Building A Better Mousetrap With Smart Beta ETFs

    More smart beta and altermative indexed funds are coming to brokerage account near you. But what exactly are these funds and how can use them in a portfolio?
  48. Tips For Buying Luxury Real Estate

    The price and volume of luxury home sales is rising quickly in the U.S. and around the world. Find out what's driving this growth and what you need to know before buying a luxury property.
  49. Bitcoin Mass Hysteria: The Disaster that Brought Down Mt. Gox

    The disastrous halt in trading on Mt. Gox, a popular Bitcoin-trading web site, sent the Bitcoin world into a panic.
  50. Bitcoin Innovations And Obstacles

    Investopedia explains the development of the Bitcoin digital currency system and the risks associated with using and investing in it.
  51. Signs You Need a Money Manager Now

    Do you know if you will have enough money in retirement? And is your current portfolio performing up to expectations?
  52. Introduction to Leveraged ETFs

    Leveraged exchange-traded funds have appeared that are designed to move either conversely or inversely to their underlying benchmark, which may be either a financial index or a specific segment or sub-segment of the markets.
  53. Creative Ways to Protect Your Stock Portfolio

    Protecting your stock portfolio is an extremely important part of portfolio management.
  54. A Brief Guide To Institutional Investing

    Institutional investors are organizations that manage assets on others' behalf. They include pension funds, investment companies, insurance firms, endowments and private foundations.
  55. The Best-Performing Sectors Of 2013

    A sector represents a high-level way in which analysts and investors group similar companies together. Analyzing Standard & Poor’s Depositary Receipts, or SPDRs, serves as one of the best proxies to determine the best-performing areas of the economy.
  56. Four Breakout Stocks To Watch

    These biotechnology and pharmaceutical stocks continue to put in new highs, but indicators are diverging.
  57. The Best Investments This Year: The Boom of "Boring"

    Investopedia explains: U.S.-based stocks did well and beat more aggressive strategies pursued by hedge funds and other investors that try to time the markets, play commodities, or invest in ETFs.
  58. The 4 R's Of Investing In Retail

    In retail, successfully managing return on investment (ROI) and other financial indicators is the key to a healthy business.
  59. Bonds: They're Not Just For Seniors

    In this article, we'll show you how investors at any stage of life can keep these fixed-income investments. Keep Reading.
  60. A Second Look At Bonds

    Traditionally, bonds have been looked at as one of the safest investments around. But Dennis Miller has some analysis that may change the way you think bonds fit into your portfolio.
  61. Introduction To Institutional Investing

    Investopedia explains: Learn about institutional investing and all of the major players in this field.
  62. Diversity: Your Shield From Madoff-Style Investment Scams

    The best way to prevent being stung in a modern-day Ponzi scheme is diversity - not just within your portfolio, but also in the people who handle your investments.
  63. Crowdfunding for equities? Fool's Gold

    Investopedia explains: The JOBS Act was intended to make it easier for small firms to raise capital and give small investors a chance to put bets on new companies. But the failure rate of new businesses is so high that it's unlikely anyone will make any money this way, and investors should stay away from this opportunity.
  64. What The Market Open Tells You

    The first few moments of trading provide a lot of information. If a trader analyzes this information, it can give a lot of insight into the market's moves for the day.
  65. Learn Simple And Compound Interest

    Investopedia explains: Interest is defined as the cost of borrowing money, and depending on how it is calculated, can be classified as simple interest or compound interest.
  66. An Introduction To Stock Market Indexes

    Investopedia explains the five most talked about indexes and what makes them all different.
  67. 5 Ways To Rate Your Portfolio Manager

    Investopedia explains: These five performance ratios will help you measure how good your money manager is at increasing the value of your portfolio.
  68. The Money Market Hedge: How It Works

    Investopedia explains how to hedge foreign exchange risk using the money market, the financial market in which highly liquid and short-term instruments like Treasury bills, bankers’ acceptances and commercial paper are traded.
  69. The Barbell Investment Strategy

    It's the standard conventional wisdom offered regarding modern portfolio theory, or even regarding investing itself: Strike an acceptable balance between risk and reward. The median is the socially prudent place to be. But is it the most financially rewarding one?
  70. Tax Breaks For Second-Home Owners

    Owning a second home is a great investment for a variety of reasons, but you need to know the tax implications of multi-home ownership.
  71. How Restricted Stock And RSUs Are Taxed

    This form of executive compensation limits how these stocks can be sold. Find out more here.
  72. Do You Really Want to Learn Investing from These Guys?

    Wall Street has a new campaign to lure Main Street back to the markets by teaching financial literacy. A separate goal may be to avoid further regulation.
  73. Foreign Investment Routes: The FDI And FPI

    Foreign direct investment and foreign portfolio investment are two of the most common roads investors take to invest in an offshore economy. Read on to find out where their differences lie.
  74. Tax-Loss Harvesting: Reduce Investment Losses

    The option to bolster after-tax stock returns through tax-loss harvesting can reverse investor gloom.
  75. Accelerating Returns With Continuous Compounding

    Investopedia explains the natural log and exponential functions used to calculate this value.
  76. Home Buying Tips To Win In Fast Markets

    Take a look at some of the fastest selling markets and learn home buying tips to help you get in on the action.
  77. A Study On The Wealth Effect And The Economy

    The notion that the wealth effect spurs personal consumption makes sense intuitively. After all, wouldn’t you be more inclined to buy that big-screen TV or SUV if your house or stock portfolio had appreciated nicely and you were sitting on huge gains?
  78. Getting Started In Stocks

    We'll provide a step-by-step introduction on how to invest - and succeed - in this market.
  79. Diversification Beyond Stocks

    If you think holding several stocks means you're diversified, think again - there's much more to be done to reduce portfolio risk.
  80. Introduction To Trading Eurodollar Futures

    Introduction to trading eurodollar futures, covering eurodollar time deposits, the history of eurodollars, hedging and speculating with eurodollar futures.
  81. Understanding Taxation Of Foreign Investments

    Technically, any gains from foreign investments owned by an American citizen are subject to tax by the company's home country as well as the IRS. However, the Foreign Tax Credit enables you to deduct most of the tax you've paid abroad when filing your U.S.
  82. How To Profit During High Inflation

    Some companies are better than others at pivoting their strategies to overcome inflation or other cost-increasing concerns. The best companies can push cost increases out to the market quickly (think gas companies), allowing them to stay profitable even during cost volatility.
  83. Evaluating Your Stock Broker

    Make sure you're getting the best service by staying informed and involved.
  84. Calculating Covariance For Stocks

    Learn how to figure out how two stocks might move together in the future by calculating covariance.
  85. Six Biggest Bond Risks

    Don't assume that you can't lose money in this market - you can. Find out how.
  86. How To Be The Perfect Copycat Investor

    The long-term success of legendary investor Warren Buffett has attracted a host of copycats over the years, and that could be because replicating Buffett’s strategy has made people money.
  87. Are You Investing Or Gambling?

    We look at ways in which gambling creeps into trading, and what may drive an individual to trade - or gamble - in the first place.
  88. Oil: A Big Investment With Big Tax Breaks

    Oil and gas investments can provide unmatched deduction potential for accredited investors.
  89. Forget McMansions, In-Town Homes Offer Best Values

    Aging baby boomers, Gen X-ers and plugged-in Millennials are seeking the walkable communities of yesteryear. Smaller and older homes are holding value and appreciating more rapidly than homes in far-flung suburbs.
  90. How To Find The Best One-Of-A-Kind Investments For You

    Investors who are seeking to understand lackluster performance also need to understand the underlying causes of their symptoms. Most investors follow the crowd, which means as the stock market rises, then falls, these crowd-minded investors lose with everyone else.
  91. Right Fund For You: Closed End Or Open End Fund?

    Open-end and closed-end funds are vehicles that enable investors to invest in professionally-managed portfolios of securities. Although they have some features in common, there are some major differences between open-end funds – which are better known as “mutual funds” – and closed-end funds (CEFs).
  92. A Beginner's Guide To Tax-Efficient Investing

    Find out how to manage your portfolio to minimize your tax burden.
  93. Fed’s Yellen Risks Inflation Spiral With Unemployment Target

    The Fed may be treading on dangerous ground by lowering its unemployment target for determining when to end the central bank's bond buying program.
  94. Bond Call Features: Don't Get Caught Off Guard

    Learn why early redemption occurs and how to avoid potential losses.
  95. Junk Bonds: Everything You Need To Know

    Don't be fooled by the name - junk bonds may be for you if you know how to analyze them.
  96. Seven Market Anomalies Investors Should Know

    Though they're unpredictable and heavily contested, market anomalies can often work in an investor's favor.
  97. Predicting Investment Losses

    How much you stand to lose on an investment and how long those losses will last can be gauged ahead of time.
  98. Quant Strategies - Are They For You?

    Using the power of modern computers and the input of many financial experts, these models automatically execute trades for you.
  99. Should You Invest In Stocks Or Commodities In 2014?

    It's the dawn of a new year and investors are facing an array of fresh challenges. One of the intriguing investment parlor games is to contemplate whether stocks or commodities loom as the vehicles offering the best returns. Stocks enjoyed a spectacular showing in 2013.
  100. The Christmas Saints Of Wall Street

    Learn how some of world's richest people spread holiday cheer year-round.
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