Investing Basics

  1. Is it Time to Prepare for an Index Fund Sell-off?

    Some portfolio managers are predicting that the index fund bubble will soon burst, creating an entry point for active traders ...
  2. How ESG Investing Can Help Advisors Get Ahead

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  3. The Problem with Buy Low, Sell High Advice

    Here's why the advice to buy low and sell high isn't quite so simple.
  4. Understanding Stock Valuations: Price-Earnings Ratio

    Understanding stock valuations is essential to uncovering worthy portfolio candidates. Ignore them at your own risk.
  5. The Biggest Lie Your Advisor Might Tell You

    Has your financial advisor talked to you about the factor that makes or breaks financial success?
  6. Year-End Tax Planning for Your Investments

    Year-end tax planning is crucial to take advantage of strategies to maximize after-tax returns on your investments.
  7. Trade Commodities With These 3 ETFs (DBB, DBC)

    Based on the charts of these three commodity-related ETFs, now could be the time to position yourself in base metals.
  8. How is the stock market affected by Thanksgiving and Black Friday?

    Thanksgiving and Black Friday sales numbers are considered to be important indicators for stock market activity throughout ...
  9. How ESG, SRI and Impact Funds Differ

    These are the differences between socially-dimensioned investments, which are an increasingly popular choice among investors. ...
  10. Why Small Investors' Trading Jumped Post-Election

    Many small investors saw the market volatility following the election as an opportunity to trade stocks.
  11. Ex-Valeant Execs Tied to Philidor Charged in Fraud (VRX)

    Shares of Valeant are under heavy selling pressure Thursday on reports that former execs with ties to mail-order company ...
  12. Why Did Snap Inc. File For A Confidential IPO? (FB, SQ)

    Confidential IPOs have become a favorite tool for startups to test the waters for an IPO without involving media scrutiny. ...
  13. Don’t Do These 4 Things With a $ Windfall

    Getting a lump-sum payout from a pension, 401(k) or your rich uncle Albert can leave you feeling flush. The problem is staying ...
  14. The Best and Worst Bond ETFs as Rates Rise (EDV,BND)

    In a rising rate environment some bond ETFs have fared much better than others.
  15. Is Active Management Making a Comeback?

    The performance of actively-managed funds is starting to surpass their passive rivals. Here's why.
  16. Does a Trump Presidency Present a Buying Opportunity?

    Donald Trump’s presidency could have a continued positive effect on the markets, which means this may be a good time to buy ...
  17. Investor Strategies for Wall Street's New Volatility

    Traders are finding opportunity for profit in the volatile markets unleashed by the unexpected election victory of Donald ...
  18. Janus & Henderson Merger: Prepare for Consolidation (JNS)

    Here's a look at where there is fund overlap and potential for consolidation in the wake of the merger between Janus and ...
  19. John Paulson Left Gold Stake Unchanged: 13F Filing

    Paulson & Co. maintained its SPDR Gold Trust stake for Q3 2016, according to a recent filing.
  20. Where to Invest Your Money? 10 Steps to Financial Success

    Learn where to invest your money ten steps. Included is how to develop a proper investment plan, different investment products ...
  21. How to Retire as a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  22. Managing Risk Instead of Trying to Beat the Market

    Risk management can produce much more stable long-term returns than trying to beat the market.
  23. Twitter Finally Unveils Muted Words Feature (TWTR, DIS)

    Muted words and other safety features might mean that potential M&A suitors have less to fear.
  24. Dividend Reinvestment: Grow Your Investments Faster

    Dividend reinvestment is a smart strategy for growing your investments faster over the long term, but it’s not a get-rich-quick ...
  25. How Did Andrew Carnegie Get Rich? (X)

    Andrew Carnegie rose from poverty to become one of the world's wealthiest men and the creator of the first billion-dollar ...
  26. Behavioral Bias: Avoiding Mental Accounting

    A mental accounting bias and the inability of a portfolio to grow over time often results in severe liquidity problems down ...
  27. What Is a 13F and How Can You Benefit From It?

    13F filings are a valuable way of tracking the investment strategies of industry leaders, though they show only a limited ...
  28. Top 5 Books Every Young Investor Must Read

    Reading these respected books by finance legends will help you begin investing on the right foot.
  29. Is Now the Time to Invest Internationally?

    The international markets have outperformed the S&P 500 since July. Here's why.
  30. Look Past the Election When it Comes to Your Finances

    In a world of lower returns and complicated taxes, organizing our financial future will pay huge dividends in the long run. ...
  31. How Peter Thiel's Military Technology Could Gain from Trump Win

    The billionaire venture capitalist has long supported Donald Trump in his bid to be president, but is there something in ...
  32. How Does Wisebanyan Make Money?

    Touted as the world's "first free financial advisor," Wisebanyan's unique platform allows clients to begin investing money ...
  33. Mimicking Robo-Advisor Trades: Pros & Cons

    Here's a breakdown of the pros and cons of mimicking robo-advisors.
  34. How the Facebook-Google Duopoly Crushes Rivals (FB, GOOG)

    Facebook and Google dominate 85% of the mobile advertising market - and that could make them the target of antitrust regulators ...
  35. Trump Vows to 'Dismantle' Dodd-Frank (MET, VFH)

    According to Trump's transition site, his administration will put an end to the law that includes restrictions on institutions ...
  36. Leveraged ETFs: Are They Right For You? (SSO, DDM)

    This specialty vehicle promises dramatic short-term results, but can also magnify risk.
  37. Japanese Store Sells Ramen-Scented Bath Powder

    A Japanese online store has come out with bath powders in five flavors.
  38. Robo Tax Loss Harvesting

    The automated selling of securities in a portfolio to deliberately incur losses in order to offset any capital gains or taxable ...
  39. The 10 Cheapest Vanguard ETFs (VOO, VTI)

    Learn about the 10 cheapest Vanguard exchange-traded funds ETFs.
  40. L Share Annuity Class

    The L share annuity class is a common share class offered by a variable annuity that has a short surrender period but with ...
  41. How to Seek Income Now

    As 2016 draws to a close and a Fed hike looms, where should investors hunt for yield now? We highlight the case for three ...
  42. Election Aftermath Advice for Investors: Don't Lose Your Head

    The best investing advice after this election? Stay calm. And get yourself a good investing process.
  43. Drug Stocks Rebound After Clinton Defeat (PFE, MRK)

    Drug and biotech stocks rebounded sharply after the Trump victory. Hillary Clinton had pledged to stop escalating prices, ...
  44. Election Volatility Had You Spooked? Think of Your Goals

    If volatility leading up to Nov. 8, and a futures plunge on election night had you skittish, think of your why you're investing ...
  45. Bank Stocks Rise On Trump Victory (JPM)

    The President-elect has said that he wants to eliminate financial regulation, and bank stocks are reflecting that at the ...
  46. Chief Operating Officer - COO

    The senior manager who is responsible for managing the company's day-to-day operations and reporting them to the chief executive ...
  47. Marijuana Vote Could Boost These Stocks (SMG, INSY)

    Now that both recreational and medical marijuana is legal in more places, these businesses may experience a big lift.
  48. Strategies for Fantasy Football and Stock Picking

    You can think about picking your fantasy football team in much the same way that you think about picking stocks.
  49. Chart of the Week: Taking Stock of Income Stocks

    We see rising interest rates ahead, but this headwind for income equities doesn’t weaken the case for all dividend-paying ...
  50. The Dangers in Extreme Income Investing

    Investors seeking income have taken to the extremes: reaching to the riskiest corners for yield while also piling up cash. ...
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