morningstar chart

Why Your Mutual Funds Are Buying ETFs Instead

New data from Morningstar, the mutual fund research firm, recently noted that mutual funds have increased their holdings of exchange-traded funds (ETFs) dramatically. How dramatic? In 2006, just 595 funds … Read more

Posted on April 21, 2017 by

Investor Facts: What Is The NASDAQ?

NASDAQ is a stock index that broadly represents the technology sector of the U.S. economy. Beginning in 1971, the National Association of Securities Dealers (NASD) began to use an electronic … Read more

Posted on April 20, 2017 by

3 Things You Can Do Now About Next Year’s Taxes

The dreaded deadline is upon us at least — Tax Day is April 18. Time to file for 2016 or, at the very least, pay your taxes and ask for … Read more

Posted on April 13, 2017 by
what is inflation

Investor Facts: What Is Inflation?

Inflation is the rising cost of goods and services in an economy. Inflation happens when prices rise. The opposite is deflation, which is falling prices. Generally, prices rise for two … Read more

Posted on April 11, 2017 by
own enough stocks

Do I Own Enough Stocks? Too Much? How To Check

Investing for the long run can be a tricky business. The data supports owning stocks, yet the volatility of the stock market can lead to emotional trades and untimely decisions. … Read more

Posted on April 7, 2017 by
blue chip

Investor Facts: What Is A Blue Chip Stock?

A blue chip stock is one that is recognized by investors as likely to withstand a changing economy. “Blue chip” describes a stock investment in a large company with steady … Read more

Posted on April 3, 2017 by
bear market

Investor Facts: What Is A Bear Market?

A bear market is a market in which selling predominates, resulting in a marked decline in asset prices. Stock markets go up and down every day. Historically, prices have trended … Read more

Posted on March 22, 2017 by
interest rates

Interest Rates Rising, Do I Change Investments?

The stock market seems to touch new highs every day, even as the Federal Reserve is raising interest rates and laying out a path for more increases to come. Should … Read more

Posted on March 17, 2017 by
total return

Investor Facts: What Is Total Return?

Total return is the percentage gain (or loss) of an investment when counting both price change and income. People typically measure investments by the change in price over a period … Read more

Posted on March 15, 2017 by
save big money on taxes

Save Big Money On Taxes Every Year

We’re still a month away from Tax Day, so now’s the time to take action and save yourself some money on taxes. Many Americans think about this process backwards. They overpay … Read more

Posted on March 10, 2017 by