Investing
What is Margin Investing?
Margin investing is a different way of investing in which a brokerage firm lends you cash to purchase securities, using your own securities as collateral.
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).
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 ...
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 ...
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.
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 ...
Read More on Does Systematic Investing and Dollar Cost Averaging Make Sense for You?
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 ...
Read More on Investing Basics: Taking on Risk — In the Hope of Earning Higher Returns
Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?
Learn the basics of when and how to rebalance your portfolio.
Read More on Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?