Financial Theory Articles

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  1. 5 Ways New Investors Can Reduce Stress

    Learn five ways to reduce stress prior to investing, involving budgeting, diversification and risk tolerance.
  2. Why Include Convertible Securities in Your Portfolio

    What are convertible securities and why you should include them in your portfolio.
  3. Non-Traded BDCs: Worth the Risks?

    Non-traded BDCs, which lend to high-risk companies, have become a popular investment choice. But they also carry cost and ...
  4. FREEX: Franklin Real Estate Securities Risk Statistics Case Study

    Analyze risk statistics to determine how FREEX fits into a portfolio designed to optimize expected return based on a given ...
  5. Negative Interest Rates Require Flexibility in Fixed Income

    Here’s a quick look at four charts showing just a few of the interrelated ways the global fixed income markets have dramatically ...
  6. How Are Collectibles Taxed?

    If you plan to sell collectibles, it's imperative that you know the tax implications.
  7. Top 3 Stocks to Invest in If You Can't Stand Risk

    Don't have the appetite for risk? Consider these 3 stocks.
  8. What Happens to Bond ETFs in Stressed Markets?

    We are going to dive a little deeper today at how bond exchange traded funds (ETFs) fare when the markets are stressed.
  9. 3 Themes That Will Shape Markets This Quarter

    Fears of a global recession hit markets hard at the start of the year. Yet the anxiety has waned.
  10. 3 Reasons Against a Smart Beta Allocation in Your Portfolio

    Find out why smart beta strategies might not be the best bet, and discover 3 reasons why you should think twice before using ...
  11. Smart Beta ETFs: Understanding the Risks

    Smart Beta ETFs have grown in popularity in recent years. These are the risks that advisors and their clients need to understand. ...
  12. Junk Bonds’ Performance After the Financial Crisis

    How did higher-yielding bonds perform during and after the financial crisis of 2007-2009?
  13. DPPs: What Advisors and Investors Need to Know

    Direct participation programs, a new alternative investment class, are gaining steam. Here's what advisors and investors ...
  14. Internal Rate Of Return: An Inside Look

    Use this method to choose which project or investment is right for you.
  15. High-yield Bond Investing: Information Is Key

    Access to and analysis of relevant information are the key to success in the high-yield bond market.
  16. How Globalization Affects Developed Countries

    The increase in communications technology has companies competing in a global market.
  17. The Difference Between Finance And Economics

    Learn the differences between these closely related disciplines and how they inform and influence each other.
  18. Market Value Versus Book Value

    Understanding the difference between book value and market value is a simple yet fundamentally critical component to analyze ...
  19. The 3 Best International Mutual Funds

    If you want to invest outside of the United States, here are three international mutual funds to consider.
  20. Penny Stocks Vs. Venture Capital: Which Carries the Highest Risk?

    Learn how the challenges of venture capital investing and buying penny stocks differ and which type of investment carries ...
  21. 3 Investments With the Best Long Term Track Records

    Take a look at the three asset classes with the best risk-adjusted performance since 1990, and find out why the Sharpe ratio ...
  22. What Is the Quantity Theory of Money?

    Take a look at the tenets, assumptions and challenges of monetarism's principal theory.
  23. How to Calculate Required Rate of Return

    The required rate of return is used by investors and corporations to evaluate investments. Find out how to calculate it. ...
  24. Dollar Cost Averaging Case Study: Emerging Markets Stocks (GS, EEM)

    Take a look at how a hypothetical dollar-cost average investment of $100 per month into the MSCI Emerging Markets Index would ...
  25. Common Sense Strategies For Adverse Markets

    Adverse markets require skillful adjustments to reduce risk and find new profit opportunities.
  26. Strategies for Trading Volatility With Options (NFLX)

    These five strategies are used by traders to capitalize on stocks or securities that exhibit high volatility.
  27. Globalization and the Butterfly Effect

    Discover how the butterfly effect applies to global capital markets and witness how chaos theory can describe market volatility.
  28. Should You Be Betting with Buffett Right Now?

    Following Warren Buffett's stock picks has historically been a good strategy. Is considering his biggest holdings in 2016 ...
  29. Cash vs. Stocks: How to Decide Which is Best

    Is it better to keep your money in cash or is a down market a good time to buy stocks at a lower cost?
  30. 3 Healthy Financial Habits for 2016

    ”Winning” investors don't just set it and forget it. They consistently take steps to adapt their investment plan in the face ...
  31. How to Ballast a Portfolio with Bonds

    If January and early February performance is any guide, there’s a new normal in financial markets today: Heightened volatility. ...
  32. The Truth about Productivity

    Why has labor market productivity slowed sharply around the world in recent years? One of the greatest economic mysteries ...
  33. Bank Stocks: Time to Buy or Avoid? (WFC, JPM, C)

    Bank stocks have been pounded. Is this the right time to buy or should they be avoided?
  34. A Guide to DIY Portfolio Management

    These are some of the pillars needed to build a DIY portfolio.
  35. What Investors Need to Know About Returns in 2016

    Last year wasn’t a great one for investors seeking solid returns, so here are three things we believe all investors need ...
  36. Icahn's Bet on Cheniere Energy: Should You Follow?

    Investing legend Carl Icahn continues to lose money on Cheniere Energy, but he's increasing his stake. Should you follow ...
  37. The Biggest Risks of Investing in Qualcomm Stock (QCOM, BRCM)

    Understand the long-term fundamental risks related to investing in Qualcomm stock, and how financial ratios also play into ...
  38. 4 Things That Make a Stock a Risky Bet

    Risk is everywhere and when it comes to stocks it can take many forms. From price risk to volatility risk, there’s a lot ...
  39. New Year, New Investing Strategy: Exploring ETFs

    Whether you’re a seasoned investor or new to the markets, you need to learn as much as you can about the present environment ...
  40. 3 Things That May Happen at FOMC Meeting

    We are keeping a close eye on what the Fed will say about economic outcomes and participants’ viewpoints at the FOMC meeting ...
  41. 3 Charts All Investors Should See

    Given the abysmal start to the year, the defining question is whether this is another painful but temporary correction, or ...
  42. Avoid These Stock at All Costs Right Now (TWTR)

    If you bet on these stocks to appreciate over the next year, then you're gambling. There are much easier (and safer) ways ...
  43. Rise of the Co-Investment in Hedge Funds

    Learn about the rise of co-investment deals among hedge funds. See how these high-risk and high-reward opportunities are ...
  44. Are These the Top Biotech Stocks of 2016?

    These three biotech stocks are likely hold up better than their peers in 2016.
  45. (XBI, FBT, IBB) 3 Bond 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 ...
  46. Consumer Defensive Stocks: Are These 2016's Best?

    These eight consumer defensive stocks meet strict objective parameters for top-tier investment potential in 2016.
  47. What Saudi-Iranian Tensions Mean for Oil Prices

    The recent break in diplomatic relations between Saudi Arabia and Iran adds complications to the already chaotic environment ...
  48. 4 Financial Fitness Tips for 30-Somethings

    When it comes to investing, your retirement plan could be considered the core of your financial well-being. Here we tell ...
  49. The Top 5 Core Bond Funds for 2016

    Learn about mutual funds that are appropriate for core bond holdings. Read about how the expense ratios for mutual funds ...
  50. Top 3 Resilient Stocks for a Bear Market

    These three stocks offer resiliency and safe dividends in a bear market.
  51. Will Chinese Equities Continue to Slide in 2016? (FXP, YANG)

    Chinese equities started 2016 by plunging. Is this just the beginning?
  52. The Top 5 Large Cap Biotechnology Stocks for 2016 (AMGN, BIIB)

    Discover the top five biotechnology stocks for 2016. Learn each company's main revenue drivers and what factors cause their ...
  53. The Top 5 Penny Stocks for 2016 (CRIS, AG)

    Obtain information on five of the most promising penny stocks that investors may want to consider buying going into the New ...
  54. Why Junk Bonds Will Yield Extreme Risk in 2016

    A look at how the risks will outweigh the rewards of investing in high-yield bonds in 2016.
  55. How Advisors Can Make Sure Clients Diversify

    A look at how advisors can help clients build properly diversified portfolios to balance risk and return.
  56. What Are the Pros and Cons of Fixed-Income ETFs? (BND, AGG)

    Like all investments, fixed-income ETFs have their pros and cons. But do the advantages outweigh the disadvantages?
  57. VCIT: Vanguard Intermediate-Term Corp Bd ETF

    Learn about the Vanguard Intermediate-Term Corporate Bond ETF, and explore detailed analysis of the fund's characteristics, ...
  58. BND: Vanguard Total Bond Market ETF

    Learn about the Vanguard Total Bond Market exchange-traded fund, its primary portfolio holdings and risk/reward profile based ...
  59. FXI: iShares China Large-Cap ETF

    Learn about iShares FTSE/Xinhua China 25 and its asset allocation and how investing in this fund comes with heightened risks ...
  60. SCO: ProShares UltraShort Bloomberg Crude Oil ETF

    Find out about the ProShares UltraShort Bloomberg Crude Oil ETF, the characteristics of the inverse ETF and the suitability ...
  61. TZA: Direxion Small Cap Bear 3X ETF

    Find out more about the Direxion Daily Small Cap Bear 3X ETF, the characteristics of TZA and the suitability of the Direxion ...
  62. IHI: iShares US Medical Devices ETF

    Learn about the iShares U.S. Medical Devices exchange-traded fund, its characteristics, suitability and recommendations for ...
  63. Learn Simple And Compound Interest

    Interest is defined as the cost of borrowing money, and depending on how it is calculated, can be classified as simple interest ...
  64. The Unsung Pioneers Of Finance

    We all know names like Rockefeller, but there are other influential pioneers of finance in America's history.
  65. VTI: Vanguard Total Stock Market ETF

    Learn how the Vanguard Total Stock Market ETF provides an extremely diversified exposure to the entire universe of US securities ...
  66. PJP: PowerShares Dynamic Pharmaceuticals ETF

    Learn about the PowerShares Dynamic Pharmaceuticals exchange-traded fund, which specializes on investing in pharmaceutical ...
  67. XLE: Energy Select Sector SPDR ETF

    Find out more about the Energy Select Sector SPDR Fund, the top holdings of this exchange-traded fund and the characteristics ...
  68. TNA: Direxion Small Cap Bull 3X ETF

    Read about a triple-leveraged exchange-traded fund that aims for 300% of the returns of the Russell 2000 Index: the Direxion ...
  69. IJH: iShares Core S&P Mid-Cap ETF

    Learn more about the iShares Core S&P Mid-Cap ETF, and understand how savvy investors might incorporate this ETF into their ...
  70. SPY: SPDR S&P 500 Trust ETF

    Find out more about the SPDR S&P 500 ETF Trust, the characteristics of the exchange traded fund and the suitability of investing ...
  71. UCO: ProShares Ultra Bloomberg Crude Oil ETF

    Find out more about the ProShares Ultra Bloomberg Crude Oil ETF, the characteristics of UCO and the suitability and recommendations ...
  72. IBB: iShares NASDAQ Biotechnology ETF

    Learn about the iShares Nasdaq Biotechnology exchange-traded fund, which offers one of the most diversified ways of investing ...
  73. SLV: iShares Silver Trust ETF

    Learn about the iShares Silver Trust, an exchange-traded fund that invests primarily in silver and is affected by risks unique ...
  74. BIB: ProShares Ultra Nasdaq Biotechnology ETF

    Find out information about the ProShares Ultra Nasdaq Biotechnology exchange-traded fund, and learn detailed analysis of ...
  75. IJK: iShares S&P Mid-Cap 400 Growth ETF

    Learn about the iShares S&P Mid-Cap 400 Growth exchange-traded fund, which invests in U.S. equities of mid-cap companies ...
  76. A New Reason Behind This Strategy’s Outperformance

    One of the great anomalies of investing: The historical long-term outperformance of smart beta or factor-based strategies relative ...
  77. Are Stop-Loss Orders and ETFs a Good Idea?

    Using stop-loss orders can be beneficial as well as risky. Do they make sense when trading ETFs?
  78. 4 Simple Actions to Consider After Fed Liftoff

    This week, after months of anticipation, the Fed initiated its first rate hike in nearly a decade, raising the Fed Funds ...
  79. Why Junk Bonds Are Aptly Named Right Now

    Here's why junk bonds are likely to live up to their name in the not so distant future.
  80. How To Calculate Your Investment Return

    How much are your investments actually returning? Find out why the method of calculation matters.
  81. EWH: iShares MSCI Hong Kong ETF

    Learn about the iShares MSCI Hong Kong fund, which invests in various equities of companies listed on the Hong Kong Stock ...
  82. Black Swan Events And Investment

    These world-changing events are rare and difficult to predict, but they have serious implications for your investments.
  83. VXF: Vanguard Extended Market ETF

    Learn how the Vanguard Extended Market ETF provides investors with exposure to the larger stock universe, except for companies ...
  84. IWD: iShares Russell 1000 Value ETF

    Learn about the iShares Russell 1000 Value exchange-traded fund (ETF), which invests in value stocks that are included in ...
  85. USMV: iShares MSCI USA Minimum Volatility ETF

    Learn about the iShares MSCI USA Minimum Volatility exchange-traded fund, which invests in low-volatility equities traded ...
  86. Breaking Down The Geometric Mean

    Understanding portfolio performance, whether for a self-managed, discretionary portfolio or a non-discretionary portfolio, ...
  87. These Are the Top-Performing ETFs, ETNs of 2015

    These are the best performing ETFs and ETNs of 2015 (thus far). Should they be on your radar?
  88. 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 ...
  89. A Look at EAFE Index (EFA) ETF

    The iShares MSCI EAFE is a unique ETF with exposure to high quality companies, but is it likely to be a good bet going forward? ...
  90. Want to Short Stocks? Check Out These Inverse ETFs

    If you want to short stocks, consider inverse ETFs instead. Here's why.
  91. Emerging Markets: Analyzing Russia's GDP

    Understanding the GDP composition of the world's largest country, Russia.
  92. 5 Top Ways to Double Your Investment

    From risky manoeuvres to slow-and-steady strategies, we look at five methods to double your money.
  93. What a Family Tradition Taught Me About Investing

    We share some lessons from friends and family on saving money and planning for retirement.
  94. Where the Price is Right for Dividends

    There are two broad schools of thought for equity income investing: The first pays the highest dividend yields and the second ...
  95. How Tech Can Help with 3 Behavioral Finance Biases

    Even if you’re a finance or statistics expert, you’re not immune to common decision-making mistakes that can negatively impact ...
  96. 5 Tips For Diversifying Your Portfolio

    A diversified portfolio will protect you in a tough market. Get some solid tips here!
  97. Identifying And Managing Business Risks

    There are a lot of risks associated with running a business, but there are an equal number of ways to prepare for and manage ...
  98. What’s the Difference Between Duration & Maturity?

    We look at the meaning of two terms that often get confused, duration and maturity, to set the record straight.
  99. How to Trade In a Flat Market

    Reduce position size by 50% to 75% in a flat market.
  100. Does TripAdvisor Offer Upside Potential? (TRIP)

    Will TripAdvisor's downside risk outweigh upside potential in 2016? It's most recent SEC filing offers some strong clues. ...
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Hot Definitions
  1. Over-The-Counter - OTC

    Over-The-Counter (or OTC) is a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, ...
  2. Quarter - Q1, Q2, Q3, Q4

    A three-month period on a financial calendar that acts as a basis for the reporting of earnings and the paying of dividends.
  3. Weighted Average Cost Of Capital - WACC

    Weighted average cost of capital (WACC) is a calculation of a firm's cost of capital in which each category of capital is ...
  4. Basis Point (BPS)

    A unit that is equal to 1/100th of 1%, and is used to denote the change in a financial instrument. The basis point is commonly ...
  5. Sharing Economy

    An economic model in which individuals are able to borrow or rent assets owned by someone else.
  6. Unlevered Beta

    A type of metric that compares the risk of an unlevered company to the risk of the market. The unlevered beta is the beta ...
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