Investing Basics

  1. Bear Market

    A financial market with declining asset prices fueled by investors’ pessimism, lack of confidence and negative expectations. ...
  2. What's the difference between a market order and a limit order?

    Market orders execute a transaction at the present stock price and limit orders execute the transaction if the stock price ...
  3. Just How Different Are Hedge Fund Investing Strategies?

    Before investing in hedge funds, be sure to consider all the facts.
  4. Exponential: My Favorite Term

    John Mauldin shares why "exponential" is his favorite financial term.
  5. Bitcoin Price Drops After "WannaCry" Ransomware Taint

    Bitcoin price has undergone a price revision since the WannaCry cyber-attack.
  6. How You Can Invest During the Trump Presidency

    Now that the first 100 days are over, how can you expect this presidency to affect your portfolio?
  7. The Evolution of Impact Investing

    James Lumberg, Co-founder and EVP of Envestnet, discusses how far Impact investing has come in the past decade and new challenges ...
  8. Benchmarking Mistakes to Avoid

    A benchmark is more than a yardstick for measuring a portfolio’s performance. Patrick Nolan discusses the best way to use ...
  9. Applying Financial Analysis to Impact Investing

    Eric Halverson, investment analyst for Envestnet/PMC, talks about the emergence of new tools and technologies that assist ...
  10. Customizing Sustainable Investment Solutions

    Margaret Childe of Sustainalytics discusses the evolution of sustainable portfolio creation using new tools and metrics based ...
  11. Crafting Portfolio Strategies with Sustainable Goals

    Brett Wayman, senior portfolio strategist with Envestnet PMC, discusses strategies for helping investors find alpha through ...
  12. Aligning Vision and Strategy in Impact Investing

    CEO and Founder of Social3, Darby Hobbs, on strategy in impact investing.
  13. Up/Down Gap Side-by-Side White Lines

    The side by side white lines pattern is a three-candle continuation pattern that occurs in candlestick charts.
  14. Advance Block

    The advance block is a three-candle bearish reversal pattern appearing on candlestick charts.
  15. Counterattack

    The counterattack lines pattern is a two-candle reversal pattern that appears on candlestick charts.
  16. 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 ...
  17. Avoid Costly Mistakes With These 4 Investing Rules

    Being well-informed can help avoid the costly surprises that stand in the way of investment success.
  18. Should the Media Affect Your Investing Strategy?

    Don't let the media sway you from sound investing decisions, like having a diversified portfolio.
  19. Why Options Trading Is Not for the Faint of Heart

    Trading options is not easy and should only be done under the guidance of a professional.
  20. Zachary Karabell on Future of Bespoke Portfolios

    Zachary Karabell says the future of investing will involve bespoke portfolios designed to accommodate ESG.
  21. Dow Jones Sustainability World Index

    A global index consisting of the top 10% of the largest stocks in the Dow Jones Global Indexes (which cover more than 2,5 ...
  22. Dow Jones STOXX Sustainability Index

    A stock index that measures the financial performance of leading European companies as measured by their sustainability practices. ...
  23. When does one sell a put option, and when does one sell a call option?

    An investor would sell a put option if her outlook on the underlying was bullish, and would sell a call option if her outlook ...
  24. Diederik Timmer on Sustainalytics' Growth

    Diederik Timmer discusses the research company's role in providing environmental and social governance.
  25. 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. ...
  26. Ben Kille on Portfolio "Social Screens"

    Ben Kille discusses the burgeoning world of environmental, social and governance (ESG​) investing.
  27. Social Impact Statement

    A company's account of how its operations affect social and environmental factors in the communities where it operates. A ...
  28. Environmental, Social and Governance (ESG) Criteria

    A set of standards for a company’s operations that socially conscious investors use to screen investments. Environmental ...
  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. John Bogle: 'The more you trade, the less you make'

    Vanguard founder John Bogle explains why most ETFs don't always make sense.
  31. How Priceline Group Makes Money (EXPE, PLCN)

    The Priceline Group is more successful than it may appear and is on track to enjoy tremendous profits down the road.
  32. Does an Annuity Make More Money Than Direct Investing?

    Whether an annuity or direct investing makes more financial sense depends on many factors.
  33. Save More for Your Retirement by Managing Risks

    To fund your lifestyle in retirement you need to balance your risk capacity and tolerance.
  34. Would You Take Financial Advice from a Robot?

    A combination of robo-advising and human advising can provide affordable, quality investing advice.
  35. Investing 101: A Tutorial For Beginner Investors

    Do want to invest, but don't know how to begin? We'll show you the building blocks you need to get started.
  36. Preventive Medicine: Playing Defense with Health Care

    With risks abounding in the markets, Russ discusses the case for health care as a defensive sector.
  37. The Education of Warren Buffett

    How did Warren Buffett get to be the richest investor in America? A little luck, a lot of pluck and a head for numbers.
  38. Teaching Your Kids About Money & Impact Investing

    Connect with your kids, rather than lecturing them, about how to manage and invest their money.
  39. How are stock warrants different from stock options?

    A stock option is a contract between two people that gives the holder the right, but not the obligation, to buy or sell outstanding ...
  40. Net Neutrality Issue (Again): Pros and Cons

    FCC's chairman, Ajit Pai, is taking up the fight against net neutrality.
  41. What Is an Interval Fund?

    Interval funds provide high yield in exchange for illiquidity and high fees. Their latest wrinkle: commercial real estate. ...
  42. Could Your Portfolio Pass the Pre-Retirement Stress Test?

    Many Americans leave the workforce without knowing whether their assets are sufficient. Don't be one of them.
  43. How to Keep Clients With Global Investments on Track

    Today's political environment poses new threats to clients with assets around the world.
  44. 5 Factors to Consider Before Picking Stocks

    Using these five factors along with a qualitative assessment can help you select strong stocks.
  45. Why Investors Should Use Duration to Compare Bonds

    Duration is a helpful metric that determines a bond's sensitivity to interest rates.
  46. Warren Buffett's Investing Style Reviewed

    Learn the main principles that Warren Buffet uses in assessing a company. His take on value investing may surprise you.
  47. Think Like Warren Buffett

    They don't call him "The Oracle" for nothing. Learn how Buffett comes up with his winning picks.
  48. Warren Buffett's Probability Analysis is His Key to Success

    Warren Buffett didn't get rich through luck. His shrewd acumen when picking investments is based on thorough research and ...
  49. Don't Let the Media Influence Your Investments

    A short-term overreaction to a media story can have a devastating effect on your investments.
  50. Securities And Exchange Commission - SEC

    A government commission created by Congress to regulate the securities markets and protect investors. In addition to regulation ...
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