Investing Basics

  1. 8 Ways Financial Success is Like Football

    There are many commonalities between success on the football field and success with financial goals.
  2. How Bond Tents Help Retirees Protect Income

    Bond tents can be a useful tool for retirees to protect their income during a bear market.
  3. Best and Worst Investments If You’re 50 or Older

    It’s always important to be diligent about choosing the right investments for your portfolio. What are the best investments ...
  4. Growing Marijuana at Home? There's Literally an App for That

    One new product is designed to make growing marijuana at home easy and practical.
  5. The Pros of Separately-Managed Accounts

    Investors who want a more personalized approach to managing their money should consider separately-managed accounts.
  6. Is a Big Stock Buyback Coming? (APPL, MSFT)

    One of Trump’s tax proposal promises could be a boon for stock buybacks.
  7. How to Start Investing With Just a Little Bit of Savings

    Here's how to start building a diversified portfolio by investing less than $20 a month.
  8. The Problem With Stocks That Pay Dividends

    A portfolio should be diversified across more than dividend-paying stocks.
  9. Position Yourself for 2017 by Investing in South America (ECH, EWZ)

    Bullish chart patterns on several ETFs that track South American nations such as Brazil, Chile and Peru suggest that now ...
  10. 3 Reasons Why You Should Stop Timing the Market

    Research has shown that market timers underperform even a random coin flip.
  11. 5 Tips For Reading A Balance Sheet

    The balance sheet, along with the income and cash flow statements, is an important tool for investors to gain insight into ...
  12. 5 Common Mistakes New Investors Make

    Just starting out as an investor? Steer clear of these common slip-ups.
  13. Tapping Emerging Markets Via Multi-Asset Investing

    What are the best ways to build exposure across emerging markets asset classes, including equities, fixed income and currencies?
  14. Navigating the Trump Dollar Rally

    We explain the importance of why—and where—the U.S. dollar is rallying.
  15. Boomer Effect (Baby Boomer Factor)

    The boomer effect refers to the influence that the generational cluster born between 1946 and 1964 has on most markets.
  16. What We Talk About when We Talk About TIPS

    We explain why investors should look at Treasury Inflation Protected Securities (TIPS) and TIPS ETFs now, and what the differences ...
  17. What Is an Interval Fund?

    Interval funds provide high yield in exchange for illiquidity and high fees. They are not for everyone. Find out here if ...
  18. How to Build a More Diversified Portfolio

    A multi-asset diversified portfolio uses multiple funds and bonds to increase performance.
  19. How Starbucks Makes Money (SBUX)

    Starbucks chief Howard Schultz is stepping down after 30 years as CEO; we take a closer look at this well-caffeinated American ...
  20. Where is Risk Appetite Going?

    Risk appetite is relatively subdued, but we see potential for a recovery.
  21. Why Goals-Based Investing Deserves Your Attention

    Advisors need to be willing to make changes in their management styles and other business practices to stay current and relevant ...
  22. Is It Time to Rebalance Your Portfolio?

    Failing to rebalance a portfolio results in higher risk without higher returns.
  23. How to Save Your First $100,000

    Tips on how to save your first 100k.
  24. Top Penny Stocks for December 2016

    Penny stocks have now entered a seasonality positive period. Here are top penny stocks to watch.
  25. The Many Faces of EM Investing

    Investors should think of emerging markets as individual countries with distinct opportunities and take into account the ...
  26. Does the S&P Follow the Consumer Confidence Index?

    Are the ups and downs of the Consumer Confidence Index similar to those of the S&P 500?
  27. Capital Gains: You May Have to Pay Taxes on a Loss

    Here's why some investors need to pay capital gains taxes even if they haven't sold any funds or made any portfolio changes—and ...
  28. How Credit Scores and Real Estate Impact Your Wealth

    Here's how credit scores impact mortgage rates and the ability to build wealth, particularly for retirement.
  29. A Look at UBS's New SmartWealth Robo-Advisor

    Here's how UBS's robo-advisor, set to launch in the U.K. in 2017, will work.
  30. Will Trump's Win Change Low Return Assumptions?

    A prolonged bull market has many lowering their return expectations going forward. Should they under a Trump presidency?
  31. Countries that Are Going Cashless

    Like it or not, a cashless future, in which physical currency is replaced by digital payments, is nigh. These countries are ...
  32. Microsoft's New iOS App Helps Clears Colorblind (MSFT)

    A new Microsoft app made for Apple iOS will help color-adjust images for the colorblind.
  33. Robo-Advisor Grow Targets SRI Niche

    Recently launched robo-advisor Grow focuses on sustainable investments.
  34. Confidence of America's Rich Grows Following Trump Win

    Wealthy investors are much more optimistic about the economy, the future of healthcare and national security following Trump's ...
  35. General Data Protection Regulation (GDPR)

    The General Data Protection Regulation (GDPR) is a legal framework that sets guidelines for the collection and processing ...
  36. Strategic Asset Allocation to Rebalance Portfolios

    This involves setting allocations for various asset classes, then yearly rebalancing the portfolio when it deviates from ...
  37. How Compounding Benefits Your Retirement Savings

    Allowing growth on your investments to compound over time gives you immense returns when saving for retirement.
  38. How Robinhood Makes Money (AAPL, EFTC)

    Stock brokerage app Robinhood aims to spur Millennial investing with $0 trades.
  39. Four Underrated Stocks That Big Investors Bought in Q3 (AR, AMSG)

    13F filings revealed several stocks that major investors were buying but which might have passed by the general public.
  40. 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 ...
  41. How ESG Investing Can Help Advisors Get Ahead

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  42. Understanding Stock Valuations: Price-Earnings Ratio

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

    Has your financial advisor talked to you about the factor that makes or breaks financial success?
  44. 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.
  45. 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.
  46. 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 ...
  47. How ESG, SRI and Impact Funds Differ

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

    Many small investors saw the market volatility following the election as an opportunity to trade stocks.
  49. 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 ...
  50. 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. ...
Trading Center