Five Things to Remember in Volatile Markets
Since 1980, the S&P 500 has experienced intra-year corrections of over 10% in 22 separate years but has finished the year with a negative annual return in just 8 of those years (or 36 percent of the time). Nearly all of those years were associated with U.S. recessions (1981, ...
Does Systematic Investing and Dollar Cost Averaging Make Sense for You?
You may have heard of the terms “systematic investing” and “dollar cost averaging,” but ...
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Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?
Learn the basics of when and how to rebalance your portfolio.
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Introduction to Equities
Equities are shares of fractional ownership of a company. Shareholders have a claim on either the returns that the company generates during operations, or any residual claim on the company assets in the event of the company’s liquidation (this happens after all debts are paid).
Mutual Fund Basics
Mutual funds are a popular way to invest in securities. Because mutual funds can offer diversification and professional management, they may offer certain advantages over purchasing individual stocks and bonds.
Investing Basics: Taking on Risk — In the Hope of Earning Higher Returns
Many of us start out as savers, favoring bank products such as savings accounts and ...
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6 Steps to Building Your Portfolio
Building a portfolio is sort of like building a house. You want a design that you will be happy with and that meets your family’s needs. You’ll need ...
Introduction to Exchange-Traded Funds (ETFs)
An ETF, or exchange-traded fund, is a marketable security that tracks various underlying assets, such as an index, a commodity or bonds. Unlike mutual funds, an ETF trades like a common stock on a stock exchange. ETFs experience price changes throughout the day as they are ...
Introduction to Sustainable Investing
Sustainability is increasingly a key consideration for investors. Sustainable investments has the potential to deliver risk adjusted returns comparable to those of traditional investments, but with the additional satisfaction of alignment with environmental and/or social goals.
Trading Options: The Basics
Investment strategies designed to take advantage of price movements in up and down markets.