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Portfolio Management

Investment in Mutual Funds

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Why you should hate Mutual Funds?

For decades, mutual funds were the favored investment vehicle for the majority of the investing public. The primary reasons for their attractiveness are the simplicity in executing the investment ("all I do is place one call to my broker and I own all these stocks") and the perceived diversity within a particular fund ("I can't take a bad `hit? because I own so many different stocks within my fund"). As a result of this overly simplified view, money has flowed into the mutual fund industry... 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. By Anna B. Wroblewska   Are you looking to invest in stocks but don’t know where to start?   Fundamental analysis is the process of trying to understand the value of a company by... 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. The important thing isn't deciding which route is better, but deciding which is better for you. Here are some of the important things to keep in mind when considering whether to invest in the... more

Exchange Traded Funds (ETFs)

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Are ETFs the Investing Wave of the Future?

Are exchange traded funds (ETFs) the investing wave of the future? The short answer: yes. The ETF market has grown tremendously in the last 5 years. Here are a few good reasons: 1). ETF's have the trading flexibility of a stock, as well as the diversification similar to a mutual fund. For example, you might be interested in a broad health care sector, and you would like to purchase shares of an investment that tracks that sector at any time during the day. You would be able to... 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 constant peril. Especially after the financial crisis, where most investors experienced the fear and market drops firsthand, looming problems around the world can feel just as unpredictable and unmanageable... more

International Investing

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How China's Stock Market Affects US Indexes

The recent chaos in China's markets seem to have taken global centerstage. What does all this have to do with U.S. markets, and, more importantly, what should an individual investor do about all this? Simple - stay aware, but always take the long view. By Anna B. Wroblewska   Between plummeting oil prices, a Shanghai stock market that had to be shut down twice in as many days, and the worst start of a year in history for the S&P 500, it's been -- to put it mildly -- a bit of a January.... 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' with their pocketbooks as a way to influence governments or corporations, hopefully, improving the quality of life throughout society. SRI in the United States was first practiced in the late 1700's,... more

Alternative Investments

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Energy Royalty Trusts

Background Energy Royalty trusts are neither stocks nor bonds, although they share some of their characteristics. Investment trusts are created to hold interests in operating assets, which produce income and cash flows that are passed through to investors. A "trust" is a legal instrument, which exists to hold assets for others. A "trust" investment that uses a trust (the legal entity) to hold ownership of an asset and pass through income to investors is called a "securitization" or an... more

Investment Strategy

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Are We Already in a Bear Market?

The onset of 2016 saw the market having its worst start in recorded history. We may be in for a 'bad year', but here's what you need to know to get through it. By Anna B. Wroblewska   This year, the market had its worst start in recorded history. Then, to add insult to injury, a recent Bespoke Investment Group report came to a conclusion that most investors are only just starting to ponder: that we're already well within bear market territory.   According to the report, the average... more

Hedge Funds For Investors

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New Changes to FHA Reverse Mortgage Rules

By Justin Stoltzfus January 13, 2014 Regulators are putting new restrictions in place for reverse mortgages to make sure homeowners who want to cash out equity in a property can still pay the basic escrow costs of ownership: insurance and property taxes. Breaking news from venues like SFGate shows how the Federal Housing Administration is changing the rules for FHA reverse mortgages, meaning fewer homeowners will qualify. In the past, reverse mortgages were largely untethered from credit... more