Investing Basics

  1. How to Tell If a Stock is Overvalued or Undervalued

    These are the common valuation methods for stocks. But should you invest based on your financial goals and risk tolerance ...
  2. What is a Distributed Ledger?

    Blockchain technology has come a long way from the obscure corners of the web it was once confined to. But what is it? And ...
  3. Germany Asks Tesla To Stop Advertising Its Autopilot Technology (TSLA)

    According to the German ministry for transportation, the term "autopilot" leads to "incorrect customer expectations."
  4. Snap Inc. to Hire Bankers For a March IPO: Reports (FB, TWTR)

    Snap's debut could reinvigorate the current slump in tech IPOs
  5. Ignore Buy Low, Sell High Rules in Your Portfolio

    Here's why the often quoted buy low, sell high rule is a bad idea, and what you should replace it with.
  6. Asset Allocation: Is Your Portfolio Diversified?

    The right asset allocation strategy means that you will stick with it through bear and bull markets.
  7. U.S. Savings Bonds: Best Long-term Bond Investment Available?

    A 20-year Series EE savings bond pays more interest than a 20-year Treasury bond. So are government-issued long-term bonds ...
  8. Will the New President Impact Your Portfolio?

    The U.S. President is often called the most powerful person in the world, but they don’t run the economy any more than they ...
  9. Managing Personal Finances: Your Annual Self-Check

    Taking a step back and assessing your personal finances each year can show how well you're doing with saving and what's needed ...
  10. What Has Alan Schwartz Done for Guggenheim? (DIS, PFE)

    The former Bear Stearns CEO has worked to transform Guggenheim Partners' reputation, developing an investment bank from scratch.
  11. ETFs That Hedge Dividend Stocks (DFND, DIVA)

    These two ETFs hedge dividend stocks by employing a long-short strategy.
  12. Why Did Samsung Jump 5% Amidst Recalls?

    In early October, Samsung shares jumped by about 5% to reach a record high. What prompted this sudden price boost?
  13. The High Dividend Stock Strategy: Pros and Cons

    While high dividend stocks offer an income opportunity, careful consideration is essential before investing in them.
  14. Taking Your Personal Financial Inventory

    Taking a step back and assessing your personal finances each year can show how well you're doing with saving and what's needed ...
  15. Duration is On My Mind

    In this explainer on duration, we talk about some of the risks and opportunities in a potentially rising interest rate environment.
  16. Fiduciary Rule May Push ETF Assets to $10 Trillion

    Assets in exchange-traded products could hit $10 trillion by 2020 in the wake of the new fiduciary rule.
  17. 3 Secrets Of Successful Companies

    Make smart investments by spotting up-and-coming success stories early.
  18. The Anatomy of Exchange-Traded Funds

    An in depth look at how ETFs work and what investors need to consider when deciding if they should invest in these popular ...
  19. Get Connected to the Mainstreaming of Renewable Power

    Amid growing investor interest in real assets, let's talk about the changing global energy landscape, highlighting the investment ...
  20. Wal-Mart Is Betting Big On E-Commerce In 2017 (WMT, AMZN)

    The Arkansas-retailer will look more like an e-commerce company in the future, according to CEO Doug McMillon.
  21. Facebook Enhances Social Experience Of VR At Oculus Connect (FB, GOOG)

    Facebook launched new hardware and software products to enhance VR's social appeal and lower costs and make the technology ...
  22. Don't Let Emotions Hinder Your Investing Goals

    When it comes to investing, leave your emotions at the door.
  23. Salesforce's Twitter Acquisition May Fold Due To Investor Pressure (TWTR, CRM)

    Another potential Twitter buyer balks.
  24. Brookfield Asset Management Bows Out of TerraForm Auction (TERP)

    A question of voting rights is at the center of Brookfield's reluctance.
  25. Did Yahoo Give Your Emails to the NSA? (YHOO)

    A Reuters report alleges that Yahoo may be the first major internet company to scan your emails as they come in and send ...
  26. The Top 5 Disney Individual Shareholders in 2016 (DIS)

    The top individual shareholders of Walt Disney Company for 2016 and their connections to the hugely successful media corporation.
  27. A Better Way to Think About Diversification

    Here's why diversifying your portfolio to the extreme is one of the best investment strategies around.
  28. High Beta Stocks Are Outperforming Low Volatility Stocks (SPHV, SPLV)

    After two years of low volatility stocks outperforming higher beta counterparts, that trend has reversed.
  29. Business Development Companies: What Advisors, Clients Should Know (ARCC, ACAS)

    Business development companies can provide investors with a higher yield, but these instruments also come with substantial ...
  30. REITs: An Alternative to Investing in Real Estate

    Does investing in real estate seem like too much maintenance? Consider the many advantages of REITs, or real estate investment ...
  31. 4 Reasons Why REITs are Traps Not Trusts

    REITs are facing some serious structural issues, and an oversupply of real estate is just the tip of the iceberg.
  32. The Importance of Making an Annual Financial Plan

    Making an annual financial plan is a smart way to ensure staying on track with your retirement, savings and investing goals ...
  33. How Advisors Can Factor in Smart Beta for Clients

    Smart beta ETFs based on factors can be a tool for advisors and individual investors to diversify.
  34. Top 5 Penny Stocks for September 2016

    These five penny stocks trading on U.S. public exchanges could gain substantial ground in coming months.
  35. Bye Bye Austerity, Hello Fiscal Easing

    Policymakers are changing their tone on fiscal policy. We assess the potential for more fiscal support in key economies, ...
  36. Emerging Markets: One Take on Choosing Where to Invest

    This is the formula that Michael Hasenstab, a portfolio manager for Franklin Templeton Investments, uses to invest in emerging ...
  37. Building a Case for Increased Infrastructure Spending

    The stars are seeming to align for more infrastructure spending in the U.S. and elsewhere. We discuss whether this can happen ...
  38. How To Outperform The Market

    Active trading is an investing style that aims to beat the market. Find out how it works, and whether it will work for you. ...
  39. ETFs That Will Benefit from New Money Market Rules

    The new level of instability in money market funds may represent an opportunity for certain ETFs that seek to provide investors ...
  40. New Transparency in Hedge Fund World as Firms Divulge Strategies

    Following months of low performance and dipping investor confidence, some hedge funds are attempting a new strategy of transparency.
  41. Hedge Fund Fallout Results in Fee Restructures, Closures

    Brevan Howard has plans to change its fee structure, while Perry Capital's flagship fund is shutting down. Why are these ...
  42. Comparing Market Returns to Consumer Expectations

    A lot of pundits will tell you there are certain indicators of future market performance. But do those claims hold up?
  43. How Fantasy Football Will Sharpen Your Investing

    There are at least a few lessons to be learned from fantasy football that can be applied to investing. Here are six.
  44. How To Avoid Emotional Investing

    Most investors buy high and sell low, but you can avoid this trap by using some simple strategies.
  45. What is the best measure of a given stock's volatility?

    Understand what metrics are most commonly used to assess a security's volatility compared to its own price history and that ...
  46. Volatility and Inverse ETFs: Understand The Risks

    Inverse ETFs sound like a great way to take advantage of market volatility. But it's important to understand how they work ...
  47. John McAfee Messes with You Again in New Showtime Documentary

    Silicon Valley legend John McAfee's bizarre past is laid bare in a new Showtime documentary by a filmmaker with an axe to ...
  48. Wealth Preservation: "All I Know Is That I Know Nothing"

    Investors can derive great value from humility. By keeping the adage "all I know is that I know nothing" in mind, they can ...
  49. Fair Value

    The estimated value of all assets and liabilities of an acquired company used to consolidate the financial statements of ...
  50. Why the Correlation Between the Dollar and Equities Is Weakening (SPY, UUP)

    The correlation between U.S. dollars and equities can change based on macroeconomic conditions. Understanding the causes ...
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