Financial Theory Articles

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  1. 3 Stocks that Are Top Bets for Retirement

    These three stocks are resilient, fundamentally sound and also pay generous dividends.
  2. Emerging Markets: Analyzing Colombia's GDP

    With a backdrop of armed rebels and drug cartels, the journey for the Colombian economy has been anything but easy.
  3. The Basics of How Mutual Funds Are Rated

    Learn how the major rating agencies assign mutual fund ratings. Understand what these ratings measure and how they are different ...
  4. Emerging Markets: Analyzing Chile's GDP

    Chile has become one of the great economic success stories of Latin America.
  5. Watch Your Duration When Rates Rise

    While recent market volatility is leading investors to look for the nearest exit, here are some suggestions for bond exposure ...
  6. A Quick Explanation of How Short Selling Works

    Explanations of short selling can be hard to grasp. Here is a quick, realistic example.
  7. Yellow Light Trade Risk Management

    Being in the stock market for so long I tend to look at the world through the eyes of a trader, but how to decide when we ...
  8. Do You Have What it Takes to Start a Hedge Fund?

    So you want to start your own hedge fund? Here's what it takes.
  9. Dissecting the Simple Interest Formula

    Simple interest ignores the effect of compounding: it's only calculated on the principal amount. This makes it easier to ...
  10. Emerging Markets: Analyzing The Philippines' GDP

    Although its growth rate was mediocre in the past, the Philippines is slowly yet steadily emerging as a rising tiger.
  11. Ideas for Your Bond Portfolio When Rates Rise

    It has been nearly 10 years since the Fed last raised interest rates, and though the central bank didn’t hike rates this ...
  12. How to Create a Risk Parity Portfolio

    Learn about how risk parity uses leverage to create equal exposure to risk among different asset classes in portfolio construction.
  13. Emerging Markets: Analyzing Indonesia's GDP

    We look at the GDP of Indonesia, which bore the brunt of the Asian financial crisis but weathered the 2008 financial crisis ...
  14. Warren Buffett: The Road To Riches

    Find out how he went from selling soft drinks to buying up companies and making billions of dollars.
  15. 3 Ways to Diversify a $1+ Million Portfolio

    Here are three ways to diversify a high-net-worth portfolio, which could help stave off the impacts of volatility.
  16. Emerging Markets: Analyzing South Korea's GDP

    South Korea's transition from a war-devastated poor country to an affluent developed nation presents a phenomenal growth ...
  17. The S&P 500's 5 Fastest-Growing Companies

    These are the five fastest growing companies in the S&P 500. Should they be on your watch list?
  18. Why These 7 Leveraged ETFs Are 2015's Best

    2015's top-performing leveraged ETFs come with significant risks. Are they right for you?
  19. A Statistical Look at Passive Vs. Active Management

    Find out what the data has to say about the passive management Vs. active management debate, and why there isn't necessarily ...
  20. 4 Ways to Avoid Penny Stock Scams

    Penny stock scams continue to trap unwary investors. If you want to avoid losing your hard-earned money, live by these four ...
  21. Why Market Timing Should Be Left to the Pros

    Marketing timing is generally a bad idea for the average investor. Here's why it should be left to the pros.
  22. Learn How To Trade The Market In 5 Steps

    Learn how to trade the markets with skill and authority, starting with these five basic concepts.
  23. The Basics of Business Development

    What exactly is business development? Sales, marketing, growth? It's all that and more. Investopedia explains the concept ...
  24. How Inflation Affects Your Cash Savings

    Prices tend to rise over time and this inflation can cut into the value of your savings. Here are some ways you can manage ...
  25. ETF Analysis: ProShares Ultra Nasdaq Biotechnology

    Find out information about the ProShares Ultra Nasdaq Biotechnology exchange-traded fund, and learn detailed analysis of ...
  26. Examining Mexico's Trillion-Dollar GDP

    Examining the gross domestic product growth and composition of Mexico, the second largest economy in Latin America
  27. What Causes Inflation in the United States

    Inflation is the main catalyst behind U.S monetary policy. But what causes this phenomenon of sustained rising prices? Read ...
  28. ETF Analysis: Vanguard Intermediate-Term Corp Bd

    Learn about the Vanguard Intermediate-Term Corporate Bond ETF, and explore detailed analysis of the fund's characteristics, ...
  29. ETF Analysis: ProShares Ultra Bloomberg Crude Oil

    Find out more about the ProShares Ultra Bloomberg Crude Oil ETF, the characteristics of UCO and the suitability and recommendations ...
  30. ETF Analysis: iShares MSCI Hong Kong

    Learn about the iShares MSCI Hong Kong fund, which invests in various equities of companies listed on the Hong Kong Stock ...
  31. Is India the Next Emerging Markets Superstar?

    With a shift towards manufacturing and services, India could be the next emerging market superstar. Here, we provide a detailed ...
  32. ETF Analysis: iShares MSCI USA Minimum Volatility

    Learn about the iShares MSCI USA Minimum Volatility exchange-traded fund, which invests in low-volatility equities traded ...
  33. ETF Analysis: iShares S&P Mid-Cap 400 Growth

    Learn about the iShares S&P Mid-Cap 400 Growth exchange-traded fund, which invests in U.S. equities of mid-cap companies ...
  34. Are Hedge Fund ETFs Suitable for Your Portfolio?

    Are hedge fund ETFs right for you? Here's what investors need to consider.
  35. ETF Analysis: Vanguard Extended Market

    Learn how the Vanguard Extended Market ETF provides investors with exposure to the larger stock universe, except for companies ...
  36. The Upside of Picking Stocks Nobody Follows

    Learn about the upside of picking stocks nobody follows. The less followed a stock, the more opportunity there is for a stock ...
  37. Why Leveraged ETFs Are Not a Long-Term Bet

    Leveraged ETFs aren't for the average investor. They can, however, present significant upside potential for the right type ...
  38. Simple Interest Loans: Do They Exist?

    Yes, they do. Here is what they are – and how to use them to your advantage.
  39. Bet on this U.S. Automaker for Long-Term Gains

    Ford holds a stronger technical position than General Motors and also pays a consistent dividend. This combination could ...
  40. An Introduction To Value at Risk (VAR)

    Volatility is not the only way to measure risk. Learn about the "new science of risk management".
  41. 3 Fixed Income ETFs in the Biotech Sector

    Learn about the top biotechnology ETFs, such as the SPDR S&P Biotech ETF, the First Trust NYSE Arca Biotech ETF and the iShares ...
  42. 10 Overlooked Growth Stocks to Consider

    For investors with a long-term view, here are 10 overlooked growth stocks to consider.
  43. Currency-Hedged ETFs: Should You Invest?

    Currency-hedged ETFs offer many more pros than cons when compared to their counterparts, but there is still one big con. ...
  44. What Rising Volatility Means for Momentum

    After remaining torpid for most of the year, equity market volatility is once again rising.
  45. ETF Analysis: ProShares UltraShort Bloomberg Crude Oil

    Find out about the ProShares UltraShort Bloomberg Crude Oil ETF, the characteristics of the inverse ETF and the suitability ...
  46. ETF Analysis: iShares US Medical Devices

    Learn about the iShares U.S. Medical Devices exchange-traded fund, its characteristics, suitability and recommendations for ...
  47. ETF Analysis: PowerShares Dynamic Pharmaceuticals

    Learn about the PowerShares Dynamic Pharmaceuticals exchange-traded fund, which specializes on investing in pharmaceutical ...
  48. ETF Analysis: iShares Core S&P Mid-Cap

    Learn more about the iShares Core S&P Mid-Cap ETF, and understand how savvy investors might incorporate this ETF into their ...
  49. ETF Analysis: iShares Russell 1000 Value

    Learn about the iShares Russell 1000 Value exchange-traded fund (ETF), which invests in value stocks that are included in ...
  50. What's Behind Thailand's GDP Rollercoaster?

    Understanding the economic composition of Thailand, a vibrant South-Asian nation.
  51. Top 10 Must-Read Books for Finance Professionals

    Interested in the financial world? Here are some books that provide keen insight into its history and how it works.
  52. What You Need To Know About Bond ETF Yields

    When it comes to fixed income investing, yield is an important component of a bond investment’s total return to accurately ...
  53. You Know Debt & Deficit Are Not The Same, Right?

    An educational article explaining in detail how deficit differs from debt and how are they related.
  54. Is Norway's Statoil a Safe Oil Bet?

    For those who want to place a bet on oil, Norwegian state-backed company Statoil may be a good bet. But investors should ...
  55. Backtesting Value-at-Risk (VaR): The Basics

    Learn how to test your VaR model for accuracy.
  56. How Funds, ETFs Can Be Riskier than You Thought

    Here's why it's important to pay attention to the underlying holdings in ETFs and mutual funds and how they impact overall ...
  57. Is it Time to Invest in Green Bonds?

    Green bonds have been growing in popularity at a rapid rate, but is it too early to invest?
  58. What Are The Three Key Elements of a Bond ETF?

    We explore the bond ETFs basics, because the only way to appreciate the benefits that this type of investment offers is to ...
  59. ETF Analysis: iPath S&P 500 VIX Futures

    Learn more about the iPath S&P 500 Short-Term Futures Exchange Traded Note, the characteristics of VXX and the suitability ...
  60. ETF Analysis: Direxion Small Cap Bear 3X

    Find out more about the Direxion Daily Small Cap Bear 3X ETF, the characteristics of TZA and the suitability of the Direxion ...
  61. ETF Analysis: iShares NASDAQ Biotechnology

    Learn about the iShares Nasdaq Biotechnology exchange-traded fund, which offers one of the most diversified ways of investing ...
  62. ETF Analysis: Vanguard Total Stock Market

    Learn how the Vanguard Total Stock Market ETF provides an extremely diversified exposure to the entire universe of US securities ...
  63. What's Next After Apple’s (AAPL) Big Drop?

    What does the future hold for Apple following the recent drop of its stock?
  64. Go Green with a Investment in Green Bonds

    If you want to invest in a socially responsible way, green bonds may be for you. And as the market grows retail investment ...
  65. Got Dividends? Here's How to Reinvest Them

    Reinvesting dividends is almost always a good idea if you intend to hold your shares for the long term, and there are several ...
  66. Can Forex Trading Make You Rich?

    Forex trading may be profitable for hedge funds or unusually skilled currency traders, but for average retail traders, forex ...
  67. ETF Analysis: SPDR S&P 500 Trust

    Find out more about the SPDR S&P 500 ETF Trust, the characteristics of the exchange traded fund and the suitability of investing ...
  68. 4 Structured Product Types Wealthy Clients Love

    High-net-worth investors find structured products appealing for a variety of reasons. Here's a look at four types.
  69. ETF Analysis: Energy Select Sector SPDR

    Find out more about the Energy Select Sector SPDR Fund, the top holdings of this exchange-traded fund and the characteristics ...
  70. Advisors: Start Coaching Clients from the Start

    Behavioral coaching is vital to help investors stick to plan during market turbulence. Start coaching early and maintain ...
  71. 5 Disadvantages of Mutual Funds Compared to ETFs

    In the mutual funds vs. exchange-traded funds debate, ETFs have some clear advantages.
  72. ETF Analysis: Vanguard Total Bond Market

    Learn about the Vanguard Total Bond Market exchange-traded fund, its primary portfolio holdings and risk/reward profile based ...
  73. ETF Analysis: Direxion Small Cap Bull 3X

    Read about a triple-leveraged exchange-traded fund that aims for 300% of the returns of the Russell 2000 Index: the Direxion ...
  74. Make Money Through Risk Arbitrage Trading

    Risk arbitrage provides a valuable trading strategy for M&A or other corporate actions eligible stocks. Investopedia explains ...
  75. Adjust Market Strategies To Elevated Risk

    Improve returns by adapting trading strategies to changing market conditions.
  76. Invest Here Now: The Hottest Sectors of 2014-15

    These 10 industries have made investors a lot of money over the past year. Is there still room to run?
  77. Why Mutual Funds are Still Better than ETFs

    Mutual funds might not be as sexy as they used to be, but they offer some advantages over ETFs – especially for certain types ...
  78. ETF Analysis: iShares Silver Trust

    Learn about the iShares Silver Trust, an exchange-traded fund that invests primarily in silver and is affected by risks unique ...
  79. ETF Analysis: iShares FTSE/Xinhua China 25

    Learn about iShares FTSE/Xinhua China 25 and its asset allocation and how investing in this fund comes with heightened risks ...
  80. The Financial Singularity Will Destroy Your Return

    Given the current and future growth of financial technology, many believe algorithms will soon define what drives market ...
  81. Uncovering Evidence Of Sector Rotation

    Stalk ETF performance lists over several weeks to uncover hidden institutional buying and selling strategies.
  82. Top 7 Ways to Manage Business Risks

    Risk management is a form of insurance in itself for small business owners. Here are seven steps to implement a plan.
  83. Why Companies Need Risk Management

    Implementing risk management strategies can save an entire organization from failure. Is yours up to snuff?
  84. A Quick Guide On Behavioral Funds

    Investopedia explores the working of behavioral funds, their benefits and risks, and an analysis of their past returns.
  85. Are Milliennals All About Responsible Investing?

    The hardest part about understanding money management styles is that generations don’t (or can’t) understand how other generations ...
  86. End Yo-Yo Trading By Cultivating Discipline

    Lack of professional and personal discipline can impact self worth and market performance. Examine lifestyle choices like ...
  87. Pro Tips on Evaluating Clients' Risk Tolerance

    Want to keep clients longer? Bolster your risk assessment capabilities.
  88. Junk Bonds: Does High Yield Equal Extreme Risk?

    High-yield bonds present a lot of risks but do they outweigh the rewards? Here are some ETFs to consider, with caution.
  89. How to Create a Personal Risk Management Plan

    Investors should consider these strategies to establish a risk management plan.
  90. How An Aging World Can Impact Your Portfolio

    It can be easy for investors to lose sight of longer-term, structural developments in favor of more ephemeral trends and ...
  91. The Casino Mentality In Trading

    Many new traders treat the market like a casino, placing unwise bets and hoping for the big win.
  92. Importance of Risk Management for Entrepreneurs

    Entrepreneurs - particularly new ones - often overlook risk management. Here are some ways to put a risk management plan ...
  93. Has Seadrill Become a Risky Investment?

    Investing in big oil stocks has long been a safe haven for investors, but falling oil prices and a suspended dividend payment ...
  94. A Look at How Currency-Hedged ETFs Work

    Currency-hedged ETFs come in two varieties: single-currency and multiple-currency. Which is right for you?
  95. How to Take The Right Amount of Risk

    Some investors are risk takers, others are risk-averse. The best investors are neither.
  96. Want to Beat the Market? Take on Some Risk

    As we head into a sketchy investment environment, you may want to reverse your thinking to find the best opportunities.
  97. Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to ...
  98. Are Millennials Risk Averse or Risk Takers?

    When it comes to risk, Millennials differ from Generation X and Baby Boomers in a big way.
  99. The Fast-Paced World of Libor & Fixed Income Arbitrage

    LIBOR is an essential part of implementing the swap spread arbitrage strategy for fixed income arbitrage. Here is a step-by-step ...
  100. Three Types Of Profit Protection Stops

    Three types of profit protection stops lock in profits at different stages in the progression of a successful trade.
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Hot Definitions
  1. Real Estate Investment Trust - REIT

    A REIT is a type of security that invests in real estate through property or mortgages and often trades on major exchanges ...
  2. Section 1231 Property

    A tax term relating to depreciable business property that has been held for over a year. Section 1231 property includes buildings, ...
  3. Term Deposit

    A deposit held at a financial institution that has a fixed term, and guarantees return of principal.
  4. Zero-Sum Game

    A situation in which one person’s gain is equivalent to another’s loss, so that the net change in wealth or benefit is zero. ...
  5. Capitalization Rate

    The rate of return on a real estate investment property based on the income that the property is expected to generate.
  6. Gross Profit

    A company's total revenue (equivalent to total sales) minus the cost of goods sold. Gross profit is the profit a company ...
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