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Portfolio Management

Investment in Mutual Funds

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Mutual Funds: More Bang for Your Buck

With the recent corporate scandals still fresh in investor's minds, where can one turn to invest with relative safety and have the prospect of a good rate of return? Interest rates are still near historic lows, suggesting that money market accounts and bonds are not the places to get those returns... more

Stock Analysis and Research

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The Basics of Fundamental Analysis

Looking to invest in stocks but don't know where to start? Analyzing a business can become complicated unless you have a basic road map. Here are some guidelines that can get you started. ... more

Asset Allocation

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Should You Invest in the Stock Market or in Real Estate?

By Paula Pant Investing is part of any healthy financial plan. But if you're new to the game, it can be overwhelming and intimidating. Where do you start? What do you even invest in? Should you try the stock market? Are you ready to invest in real estate? There are pros and cons to both options... more

Exchange Traded Funds (ETFs)

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Investing in Sectors

We recently discussed investing in broad indexes to diversify a portfolio, but when investors would like to focus on a specific sector or sub-sector within the broad market, they often look for individual stocks that participate in a desired sector. As noted in the 2000-2002 bear market,... more

International Investing

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Are You Itching to Invest in China's Growth?

If you?ve been following the dynamics of global trade lately, the statistics suggest that China is leading the world as an exporter (seller) of goods and that the US is the world's largest consumer (importer). This isn't really new news, yet, if the direction of global capital flows represents a... more

Bond Investments and Risk

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3 Ways to Get Your Portfolio Ready for Ebola, ISIS, or the Next Crisis

Between ISIS and Ebola, it seems like the world is in crisis. How can you prepare your investment portfolio to withstand anything? Between ISIS, the Ebola outbreak, Russia in the Ukraine and a persistently weak Europe, it might sometimes feel like the worlds, and your portfolio, are in... more

Socially Responsible Investing

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Socially Responsible Investing: Putting Your Money Where Your Heart Is

Socially responsible investing (SRI) has been around in some form for more than 200 years, but it has become more prominent in the investing scene in the last 40. It's a way for individuals, corporations and institutions to merge their investing with their values. It empowers investors to 'vote'... more

Alternative Investments

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A Well-Rounded Portfolio Might Include REITs

Mark Twain said to buy land - they're not making any more of it. That may still be good advice, even though a most popular way to invest in this finite commodity ' via a real estate investment trust (REIT) ' was shortchanged by the last major tax reform bill, the Jobs and Growth Tax Relief... more

Investment Strategy

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Summer Reading: Investing 101

A quick overview on how to go about planning your investment strategy. By Paula Pant   Investing books may not sound like a thrilling beach read – it's no spy thriller or comedic novel – but you may still want to peruse a few investments books or articles while you're sitting on... more

Hedge Funds For Investors

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Hedge Funds: "Heads they win, Tails you lose?"

"I'll tell you what I think of hedge funds. Hedge funds are a huge fad. You can pick any ten hedge funds and I'll bet that on average they will under perform the S&P over the next ten years. You can't create more money out of American business than the business itself creates; so most... more

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