Investing Basics

  1. A Better Way to Think About Diversification

    Here's why diversifying your portfolio to the extreme is one of the best investment strategies around.
  2. 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.
  3. 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 ...
  4. 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 ...
  5. 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.
  6. 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 ...
  7. 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.
  8. Top 5 Penny Stocks for September 2016

    These five penny stocks trading on U.S. public exchanges could gain substantial ground in coming months.
  9. 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, ...
  10. 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 ...
  11. 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 ...
  12. 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. ...
  13. 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 ...
  14. 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.
  15. 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 ...
  16. 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?
  17. 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.
  18. How To Avoid Emotional Investing

    Most investors buy high and sell low, but you can avoid this trap by using some simple strategies.
  19. 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 ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. Fair Value

    The estimated value of all assets and liabilities of an acquired company used to consolidate the financial statements of ...
  24. 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 ...
  25. 2 Investments With the Most Risk in 2016 (GLD, SDY)

    Investors should identify which investment has the most risk to protect themselves from losses. Risky investments include ...
  26. Smart Beta Factor Investing: What Are the Most Popular Funds? (USMV, EFAV)

    Smart beta ETFs allow an investor to focus on specific factors. Here are some of the most popular smart beta ETF vehicles. ...
  27. Chart of the Week: The Good News About Global Growth

    This week's chart shows the new BlackRock Macro GPS economic indicator and the good news it implies about the global growth ...
  28. How Investment Advisors are Changing with The Times

    The world of investing is constantly changing. Our survey of top registered investment advisors (RIAs) around the country ...
  29. Sept. and Oct. Are the Most Volatile Time for Stocks

    September and October have historically been the two most volatile months for stocks, which some advisors see as an opportunity.
  30. Investment Options for Income in Retirement

    Generating income from investments during retirement is crucial. Here are some of the best options.
  31. The Best of iShares' Smart Beta ETFs (DVY, USMV)

    BlackRock's iShares offers some of the highest-rated smart beta ETFs around.
  32. How to Evaluate Smart Beta ETF Strategies (IWD, IWF)

    ETF providers are rolling out new smart beta products at a rapid pace. Here are some ways to evaluate them.
  33. Are Junk Bonds the New Equities?

    Many investors have begun to treat junk bonds like stocks. Is this a sound strategy?
  34. The Perils of Investing in Leveraged ETFs

    Leveraged ETFs are best suited for day traders versus buy-and-hold investors who have a longer time horizon.
  35. Diversification Strategies: Stocks Vs. Gold

    When it comes to asset allocation, is gold a solid diversifying asset class?
  36. A How-to For Putting Your 529 College Savings to Work

    After years of saving for college, you don't want a misstep when it's time to use your 529 assets. We offer some do's and ...
  37. Proof of Work

    Proof of work describes the process that allows the bitcoin network to remain robust by making the process of mining, or ...
  38. Can ETFs Outperform Hedge Funds?

    Long ETFs may be key to an evolving strategy that aims to supplant the hedge fund juggernaut.
  39. Selling Employee Stock Purchase Plan Shares

    An in-depth look at how qualified sales of employee stock purchase plan shares work, and the tax consequences under different ...
  40. Your Risk Tolerance and Market Volatility

    It's important to understand that to invest in our future, we do not have to ride the stock market all the way down or stay ...
  41. Are dividends the best way to make money for retirement?

    Using dividends for retirement income can provide a hedge against a variety of risks, but investors need to be aware of the ...
  42. The Six Biggest Misconceptions About Bitcoin

    Bitcoin has gone mainstream. Yet it's still massively misunderstood.
  43. How to Create a Smart Beta Investment Strategy (MTUM, VLUE)

    Learn how to use different smart beta ETFs exploiting various factors in your investment portfolio.
  44. Chart of the Week: The Truth About Climate-Aware Investing

    Climate-aware investing does not have to mean compromising on traditional goals of maximizing investment returns, as this ...
  45. Some Cautionary Advice for the Novice Day Trader

    The lure of day trading is the stuff of investor dreams: Making lots of money in little time. But it can be very dangerous. ...
  46. A Roadmap for Climate-Savvy Investing

    We explain the market risks and opportunities as well as how investors can incorporate climate awareness into their investment ...
  47. 3 Reasons Against a Smart Beta Allocation in Your Portfolio

    3 reasons why you may want to think twice before allocating Smart Beta to your portfolio.
  48. Traps Leading to Market Underperformance Part III

    Many investors rely on the wrong things when it comes to evaluating and then acting upon their investments. Here are three ...
  49. Stocks Dive as Rate Hike Fears Grow (SPY, DIA)

    A weekly technical summary of the major U.S. indexes.
  50. August 2016 Top Penny Stocks (CDTI)

    Penny stocks are generally risky; however, these five experienced an incredible run in July 2016 and look like they may keep ...
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