Investing Articles
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Using Monte Carlo Simulations in Financial Plans
A Monte Carlo forecast can be a great tool that helps financial planners guide clients. -
Use Relative Strength to Your Portfolio's Advantage
Comparing one investment's performance can help you make a better-informed investment decision. -
What Is Your Investment Strategy?
Without a well executed plan, investments may not grow to reach financial goals. -
Tech Stocks Are Not Expensive, History Shows
A study of market history suggests that the current environment is aligned for continued outperformance from tech. -
How to Diversify Concentrated Stock Positions
Reducing concentrated stock positions can help investors mitigate risk and achieve long-term goals. -
7 Ways Sales Commissions Hurt Investors
Although sales commissions are still common they are rarely, if ever, good for the investor. -
3 Keys to Successful Long-Term Investing
These three steps are essential to achieve a healthy and growing portfolio. -
Wanda Group: The Chinese Conglomerate You've Never Heard Of
Learn about the Dalian Wanda Group, one of the world's largest and most successful conglomerates. -
The Difference Between ETFs and Closed-End Funds
While ETFs and closed-end funds share similarities, they also have distinct differences. -
The Power Of Dividend Growth
Dividends may not seem exciting, but they can certainly be lucrative. Learn more here! -
The Biggest Stock Scams Of All Time
Where there is money, there are swindlers. Protect yourself by learning how investors have been betrayed in the past. -
Stock Buybacks: Breakdown
Find out what these company programs achieve and what it means for stockholders. -
4 Private Equity Real Estate Investment Strategies
Investing in private equity commercial real estate offers four different levels of risk. -
Yes, the U.S. Economy Is Accelerating: Here Are 2 ETFs to Buy
The earnings turnaround is a promising barometer of future economic growth. -
Understanding Market and Full Risk Cycles
Investor need to understand the four stages the markets tend to experience. -
Why Traditional Investment Strategies Don't Work
Why traditional investment strategies come up short in today's new market reality. -
These are the 10 Biggest U.S. Startups by Valuation
Earlier this month, Recode published a list of the 10 biggest startups by valuation. Here's a look. -
Why I'm a Lazy, Passive-Aggressive, Cheap Investor
Being a lazy, passive-aggressive and cheap investor can pay off. -
Warren Buffett's Investing Style Reviewed
Warren Buffet uses a value-investing style in assessing a company. -
Returns and Financial Planning Projections
Return expectations continue to be a necessary part of any investment strategy discussion. -
Penny Stocks to Watch for August 2017
Speculative fervor should underpin penny stocks through August's dog days, with buying pressure centered on biotechs, industrial ... -
Does Active Value Investing Pay Off?
Learn about a well-researched paper that explores why active value investors underperform, and how value investing might ... -
3 Trends to Watch in ESG Investing
Understand why climate change, equal pay for women and executive compensation are three ESG investing trends you should watch ... -
A Simple but Not Simplistic Investment Strategy
To be successful, one should keep their investment strategy simple, but not too simple. -
5 Reasons to Stay in Stocks At Market Highs
The stock market keeps setting records. Here are five reasons why you shouldn't sell. -
How Do You Use Stock Simulators?
Stock market simulators let you pick securities, make trades and track the results-all without risking a penny. -
Avoid Hot Stock Tips and Focus on Fundamentals
Investors should avoid hot stock tips and instead focus on these fundamentals. -
Increase Portfolio Performance With Short Selling
Adding short selling to your long positions generally results in better risk-adjusted performance. -
How Starbucks Makes Money (SBUX)
A closer look at Starbucks. -
Why Index Investors Should Give Factor Investing a Try
If you believe in index investing, you should believe in factor based investing. Here's why. -
4 Ways to Define and Pursue Financial Certainty
There are several approaches that may help you reach your own definition of financial certainty. -
Why Employees Need an Investment Policy Statement
Here's why having an investment policy statement is helpful if you have equity compensation. -
How Absolute Return Funds Differ from Mutual Funds
Absolute return funds use strategies that are more complex than traditional mutual funds. -
How to Diversify With a Style-Based Approach
Investors who want a truly diversified portfolio should also consider diversifying by style. -
What are Options Contracts?
An explanation of options contracts, call options and put options. -
ETFs vs. Mutual Funds: Why Investment Fees Matter
How much can investors save in fees by replacing mutual fund holdings with ETFs? -
3 Often Overlooked Areas of Financial Risk
Here are three areas of risk many successful executives often overlook. -
How McDonald's Makes its Money (MCD) (FB, MCD)
Even when it has an underperforming year, McDonald’s is still one of the most profitable companies around. -
Net Neutrality Issue (Again): Pros and Cons
FCC's chairman, Ajit Pai, is taking up the fight against net neutrality. -
When to Sell Stocks
Buying at the right price determines profit, but selling at the right price locks it in. -
Penny Stocks to Watch for July 2017 (IMGN, CCCR)
These ten penny stocks trading on U.S. public exchanges could gain substantial ground this summer. -
Investing: It's All About a Well-Defined Strategy
Investing isn’t about getting lucky. It’s about having a well-defined strategy you stick with. -
Why Target-Date Funds Aren't Always the Answer
Target-date funds are not a horrible investment for retirement, but there are better options. -
5 Ways to Double Your Investment
From risky maneuvers to slow-and-steady strategies, we look at five methods to double your money. -
How Value Investors’ Patience Has Been Tested
Investors in value stocks are finding their patience tested. Does this strategy still work? -
How to Invest Tax Efficiently Year-Round
Tax efficient investing can be done throughout the year. Here's how. -
What You Can Invest in With Your IRA
What are the basic investment options to consider for your IRA? -
Which Industry Spends the Most on Lobbying? (ANTM, SO)
All major companies have lobbyists gunning for their interests in DC. Here is a breakdown of the top spenders on lobbying. -
An Investment Strategy for Market Volatility
It is imperative to adopt an investment strategy that can weather turbulent markets. -
Why You Should Avoid the Stock Picking Game
There are plenty of reasons why investors should avoid picking stocks on their own. -
Why (and How) Diversification Works
Diversification should viewed as a a risk management tool, though there are tradeoffs. -
Top 5 Books Every Young Investor Must Read
Reading these respected books by finance legends will help you begin investing on the right foot. -
How Landscaping Can Make You a Better Investor
A portfolio can become overgrown if neglected for too long. -
How to Use an Inheritance to Secure Your Retirement
Getting an inheritance can safeguard your retirement strategy, if you're using it correctly. -
The Compounding Perils of Risk, Fees, Taxes & Withdrawals
The impact of risk, fees, taxes and withdrawals can take a toll on portfolios. -
The Role Global Property Plays in Diversification
Investing in global real estate can be a smart way to diversify a portfolio. -
How Emotions Can Lower Your Investment Returns
Don't let emotions or the media reduce your investment returns, stick to the investing fundamentals. -
Learning to Invest? Don’t Try to Outguess the Market
Attempting to outguess the market is not a viable investment strategy. -
How BlackRock Makes Money
The rise and continued growth of BlackRock, the world's largest investment firm. -
The Benefits of Investing in More Than Index Funds
Index funds dominate much of the market. But that doesn't mean they should be your only investment. -
How to Use Down Markets to Build Wealth
How to take advantage of a recession instead of being afraid of one. -
How to Create a Low-Risk, High-Return Portfolio
Modern portfolio theory states diversification will create a lower-risk, higher-return portfolio. -
Think Like Warren Buffett
They don't call him "The Oracle" for nothing. Learn how Buffett comes up with his winning picks. -
Financial Markets: Capital vs. Money Markets
Find out the similarities and differences between these two commonly used components of the financial markets. -
The Future of Impact Investing: CAIS 2017 Summit
Panelists at the 2017 CAIS Summit share their unique approach to impact investing. -
Deere & Co.: How it Makes Money (TTC, AGCO)
The history, market share, and future prospects of Deere & Co., the largest farm equipment manufacturer in the world. -
Series A, B, C Funding: What It All Means and How It Works
Series A, B and C funding rounds have nothing to do with the alphabet. Instead, it refers to the development stage of startups ... -
Should Your Investments Take the Summer Off?
The warmer months are generally a time when things cool off in the stock market. -
Factor Based Investing: Combining Active & Passive Strategies
Factor based investing brings together the best of both passive and active investing strategies. -
How Medtronic Makes Money (MDT)
Here's the story of an American medical device firm that covers almost every segment in medicine and recently moved to Ireland ... -
Diversify Your Portfolio With These 6 Essential Steps
Follow these six essential steps to create a diversified portfolio within your risk tolerance. -
How to Spot Fake Financial News When You're Investing
Take these steps to decipher the flood of information and determine what’s worth your attention. -
Just How Different Are Hedge Fund Investing Strategies?
Before investing in hedge funds, be sure to consider all the facts. -
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? -
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. -
Should the Media Affect Your Investing Strategy?
Don't let the media sway you from sound investing decisions, like having a diversified portfolio. -
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. -
5 Factors to Consider Before Picking Stocks
Using these five factors along with a qualitative assessment can help you select strong stocks. -
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 ... -
Don't Let the Media Influence Your Investments
A short-term overreaction to a media story can have a devastating effect on your investments. -
How Millennials Can Use Impact Investing to Do Good
Millennials can utilize impact investing to make the world a better place. -
How UnitedHealth Group Makes its Money (UNH)
Here's how UnitedHealth Group, poised to grow even more, rakes it in. -
The Best Options Trading Advice: Don’t!
This is why you should leave trading options to the pros. -
Investing Basics: What You Need to Know
Understanding the basics of investing is essential to building a solid personal finance foundation. -
Don't Make These Closed-End Fund Mistakes
Here are the three most common mistakes investors make when purchasing closed-end funds (CEFs). -
Do Your Research When Using an Active Manager
When it comes to using active managers for your portfolio, it pays to do your research. -
Investing in Green Technology – the Future Is Now
With global investing in green energy on the rise, there are abundant opportunities for environmentally responsible, financially ... -
Penny Stocks to Watch for May 2017 (CYTR, DELT)
These ten penny stocks trading on U.S. public exchanges could gain substantial ground in summer 2017. -
Some Types of Index Funds Can Hurt Retirees
When it comes time to divest, you need to be able to sell high, not low, but broad-based index funds won’t let you do this. ... -
Join the Index Revolution and Boost Your Investment Returns
Put the odds of a successful investment experience in your favor with index investing. -
Socially Responsible Stocks: do Good Deeds Punish Profits?
Socially responsible investing doesn't mean accepting lower returns. Find out why squeaky-clean stocks shine as investments. ... -
How Honeywell Makes its Money (HON)
Honeywell is a true conglomerate in a world of ever-greater specialization. Here's how it generates revenue. -
The Fed’s New Normal: Raising Rates
Policy makers seem determined to bring rates back in line with historic norms. -
Unicorns, Starbucks and Successful Investing
When you invest, don't look for unicorns. Instead, diversify your portfolio to minimize risk. -
Does Mixing Faith and Finances Work in Investing?
Biblically responsible investing can help you maintain your beliefs while increasing your net worth. -
Banks Lead Stellar Week 2 Earnings (JPM, C)
Over half of the companies that have so far reported first-quarter results beat sales and earnings expectations — the best ... -
Embrace Bear Markets as a Fact of Investing
Bear markets are a necessary part of investing. Trust your financial plan to get you through. -
How to Financially Prepare for a Market Downturn
Regardless of the president's promises, a market downturn will occur, and you should be prepared. -
Investing in a Post-Brexit World: Ideas From CAIS 2017
Panelists from the Cayman Alternative Investment Summit reveal their outlook for the year. -
Investing Within Your Risk Tolerance Comfort Zone
Investing within your risk tolerance comfort zone can keep you from making bad decisions.
Hot Definitions
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Stagflation
A condition of slow economic growth and relatively high unemployment - a time of stagnation - accompanied by a rise in prices, ... -
Notional Value
The total value of a leveraged position's assets. This term is commonly used in the options, futures and currency markets ... -
Interest Expense
The cost incurred by an entity for borrowed funds. Interest expense is a non-operating expense shown on the income statement. ... -
Call Option
An agreement that gives an investor the right (but not the obligation) to buy a stock, bond, commodity, or other instrument ... -
Pro-Rata
Used to describe a proportionate allocation. A method of assigning an amount to a fraction, according to its share of the ... -
Private Placement
The sale of securities to a relatively small number of select investors as a way of raising capital.
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