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Portfolio Management

Stock Analysis and Research

Stock Options: Bailout and Perhaps Abandonment

The premise of stock options is to tie the long-term financial performance of a corporation to its employees. This provides an "upside" where employees can make substantial profits if they all work in harmony and cause the business to perform well and increase the share price. Stock options are... more

Investment in Mutual Funds

Skip Plan B (Along with Plans A and C)

Some mutual fund families offer several classes of shares that differ in the way they charge fees to shareholders. Classes A, B, and C are the most common. The front-end "load" typical of Class A funds is a sales charge paid when shares are purchased. Class B funds carry no initial load. Instead,... more

Asset Allocation

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)

Using ETFs to Diversify Your Portfolio

If a flexible investment that offers a simple way to gain exposure to the market in a diversified, cost-effective way sounds appealing ? then perhaps you should consider Exchange Traded Funds (ETFs). A relatively new investment vehicle, ETFs represent a portfolio of stocks that are designed to... more

International Investing

Investing in Foreign Stocks at Home

Looking for a way to invest in specific foreign companies without learning all the intricacies of other country's stock markets? You may want to consider American depositary receipts (ADRs). ADRs are the form in which foreign stocks trade on U.S. stock exchanges. An ADR is a negotiable... more

Bond Investments and Risk

A Checklist for Bond Investors

Investments in bonds should be tailored to your investment objectives, risk tolerance, and other personal circumstances. Answering some fundamental questions will help you determine the role bonds should have in your portfolio: What are your overall investment objectives? Investors committed... more

Socially Responsible Investing

Aligning Your Values With Your Investments

Corporate ethics. Clean industry. Fair wages. As oxymoronic as these phrases may sound in traditional business, many investors are now basing their investment decisions on these principles. Investors are beginning to align their values with their investments. Many people believe that they... more

Alternative Investments

Equity and Index Put or Call Options:

In my previous article, I talked about different methods of protecting your stock portfolio. As I explained there, the most commonly used technique is a stop loss order. With this technique, you identify a price and tell your broker to sell your stock if it drops below your target. I also... more

Investment Strategy

Tried-And-True Advice About Dividend Stocks

By Anna B. Wroblewska. The dividend stock, the old faithful of the equity investment world, might seem a little bland at first. After all, dividend-generating companies tend to be older and less volatile than exciting high-growth companies. But consider this bit of wisdom from legendary... more

Hedge Funds For Investors

Hedge Funds for Individual Investors

Hedge Funds have been getting a lot of press lately. The mutual fund scandals have forced the SEC to come up with new ways to oversee this growing industry. Regardless of whether tighter supervision is good or bad, in most cases, hedge funds are still reserved for the ultra wealthy. What many... more

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