Investing Basics

  1. Financial Engineering

    Financial engineering is the use of mathematical techniques to solve financial problems.
  2. Mutual Fund

    An investment vehicle, overseen by a money manager, that is made up of a pool of money collected from many investors to invest ...
  3. An Example of Dividends in Arrears

    Learn about the concept of dividends in arrears and which shares of stock guarantee payment of accrued dividends even if ...
  4. How is it possible to trade on a stock you don't own, as is done in short selling?

    Understand how the process of short selling allows a person to sell a stock without technically owning it.
  5. What is the difference between arbitrage and hedging?

    Dive into two very important financial concepts: arbitrage and hedging. See how each of these strategies can play a role ...
  6. Parsing the ECB’s Next Move

    Jeff details our take on the European Central Bank’s expected policy shift and its potential market implications.
  7. Sainsbury Family Net Worth

    Sainsbury's success in the grocery industry has made its founding family wealthy.
  8. How To Be a Conservative Investor

    It may not be exciting, but conservative investing is an extremely safe bet.
  9. What was the first stock Warren Buffett ever bought?

    Learn some the important basic principles of investing illustrated by Warren Buffett's first experience in stock market trading.
  10. Top 4 Alternative Energy Companies as of October 2017

    These companies are world leaders in alternative energy and offer a relatively stable investment opportunity.
  11. Crystallization

    Crystallization is the act of selling and buying stocks almost instantaneously in order to increase or decrease book value.
  12. Look Overseas For Fixed Income Investment Options

    After years of underperforming U.S. alternatives, international equities are shining brighter.
  13. Offshore Banking Isn’t Illegal. Hiding It Is

    If you want to put your money into an offshore account, go ahead. But be aware that it won’t be exempt from taxes.
  14. Top 5 India ETFs as of October 2017

    For investing exposure to Indian markets, explore these top 5 India exchange-traded funds (ETFs).
  15. Top 5 Alternative Energy ETFs as of October 2017

    ETFs that focus on alternative energy have not produced positive returns but these 5 show promise.
  16. Using Monte Carlo Simulations in Financial Plans

    A Monte Carlo forecast can be a great tool that helps financial planners guide clients.
  17. Why the Tech Sector Glass is Half Full

    Sentiment toward technology stocks is oscillating between optimism and skepticism. We dig into tech sector opportunities—and ...
  18. Top 4 Leveraged S&P 500 ETFs as of September 2017

    Investors with high risk tolerance aiming to capitalize on a volatile space may like these funds.
  19. 3 Steps to Avoid Investing Mistakes

    Making good investment decisions involves changing these counterproductive habits.
  20. To Hedge (or Not to Hedge) Currency Moves

    To hedge, or not to hedge, currency moves: that is the question. Terry provides our answer.
  21. Use Relative Strength to Your Portfolio's Advantage

    Comparing one investment's performance can help you make a better-informed investment decision.
  22. Understand the Risks of Bond Market Investing

    Selecting bonds that match your investment goals is easier said than done.
  23. Top 3 Investment-Grade Corporate Bond ETFs

    If you're seeking a hedge against a volatile stock market, these bond ETFs are worth a look.
  24. Electronic Data Gathering, Analysis and Retrieval - EDGAR

    The electronic filing system created by the Securities and Exchange Commission for the purpose of increasing efficiency and ...
  25. Top 3 ETFs for Long-Term Investors as of September 2017

    Long-term investors may find these buy-and-hold ETFs very appealing.
  26. John Bogle: 'The more you trade, the less you make'

    Vanguard founder John Bogle explains why most ETFs don't always make sense.
  27. Top 4 ETFs to Track the Nasdaq as of September 2017

    Investors seeking exposure to the tech sector may want to check out these Nasdaq ETFs.
  28. Is '100 Minus Your Age' Outdated?

    A longstanding rule of thumb says that your stock allocation should equal "100 minus your age." Now, some experts suggest ...
  29. Can a Financial Advisor Make you Happier?

    Elliot Weissbluth, CEO and Founder of HighTower Advisors, shares why financial advisors have a pretty big impact on your ...
  30. Blockchain

    A blockchain is a public ledger of all cryptocurrency transactions. Developed for Bitcoin, its uses are spreading to all ...
  31. Oppenheimer's Ari Wald on the Tech Sector

    Head of Technical Analysis at Oppenheimer & Co. Ari Wald shares his favorite chart.
  32. What Determines Your Cost Basis?

    The cost basis is the initial price paid in an exchange for a product or service.
  33. Durability Seen in Emerging Markets ETF Rally

    Some market observers see more upside for emerging markets, but there are risks to consider.
  34. What Level of Return on Equity is Common for Bank?

    Discover what the average return on equity (ROE) ratio is for companies in the banking industry, and understand the significance ...
  35. Should You Invest Your Entire Portfolio In Stocks?

    It is true that stocks outperform bonds and cash in the long run, but that statistic doesn't tell the whole story.
  36. Blue Chip

    A blue chip is a nationally recognized, well-established, and financially sound company.
  37. How WeWork Works and Makes Money

    Find out how WeWork makes money by offering flexible, shared office space to out-of-the-cubicle workers like freelancers ...
  38. Is an All-Stock Portfolio Worth the Risk?

    Determining the level of risk that should be in your portfolio is highly personal and complex.
  39. When It Comes to Investing, Risk Is Always On

    To give you a better sense of what risk looks like, here are some risks we're seeing right now.
  40. Last Trading Day

    The last trading day is the final day that a futures contract may trade or be closed out before delivery of the underlying ...
  41. Buffett Vs. Soros: Investment Strategies

    Warren Buffett and George Soros employ markedly different investing strategies. Of course, both men have achieved great success. ...
  42. What Is Your Investment Strategy?

    Without a well executed plan, investments may not grow to reach financial goals.
  43. Investing in Cryptocurrency: The Risks

    Do the rewards outweigh the risks when investing in a cryptocurrency like bitcoin?
  44. Due Diligence

    Due diligence is defined as the care a reasonable person should take before entering into an agreement or a transaction with ...
  45. Why Discount Brokerages Aren't Always a Bargain

    Discount brokerage firms and robo-advisors claim to be cheaper, but that isn't always the case.
  46. How Young Investors Can Benefit from a Down Market

    A market correction provides potential upside for young investors.
  47. Top 4 Inverse ETFs for a Bear Market

    These four bear-market inverse ETFs will keep you safe when the market drops.
  48. Top 5 Inverse Volatility ETFs for 2017

    By seeking the inverse of the performance of the volatility index, some investors make strong returns.
  49. What is the Difference Between Liquidity and Liquid Assets?

    Understand the relationship between a bank's liquid assets and its liquidity, and how the financial crisis demonstrated the ...
  50. The Barnyard Basics of Derivatives

    This tale of a fictional chicken farm is a great way to learn how derivatives work in the market.
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