Investor Facts: What Is A Load?

A load in the investment sense is a charge an investor pays when buying a financial product, usually as a mutual fund. Mutual fund providers rely on salespersons to attract … Read more

Posted on February 11, 2019 by
what is volatility

Volatility Can Be An Investor’s Best Friend

A thousands points up one day, a thousand points down the next. The return of volatility to the major U.S. stock indexes is unnerving for sure. But that doesn’t mean … Read more

Posted on February 5, 2019 by
insider trading

Investor Facts: What Is Insider Trading?

Insider trading is when someone with corporate information not yet known by the public trades a stock on the basis of that knowledge. Officers, directors and company employees often have … Read more

Posted on January 22, 2019 by

3 Money New Year’s Resolutions Anyone Can Keep

A year ends, another begins, and everyone tries to set off on the right foot with resolutions to get fit, save more, and spend more time with loved ones. We … Read more

Posted on January 16, 2019 by
municipal bonds

Investor Facts: What Are Municipal Bonds?

When cities and counties need to raise money to build schools or fix roads, they issue debt. That’s a municipal bond. A municipal bond is not that different from a … Read more

Posted on January 11, 2019 by

Is Financial Planning Even Worth Your Time? Absolutely

A lot of folks confuse financial planning with financial worrying. They believe that watching the stock market rise and fall, or obsessing about a stock that someone else has bought … Read more

Posted on January 8, 2019 by
APR

Investor Facts: What Is APR?

If you take out a loan for a new home or car or decide to open a new credit card, you likely have run into APR, which stands for annual … Read more

Posted on December 26, 2018 by
sells stocks now

Sell Stocks Now? Hold On, There’s Better Way

After years of steady climbing the stock market is rocking investors with daily swings in the hundreds of points. You might feel like it’s time to sell stocks now. It’s … Read more

Posted on December 18, 2018 by
moving average

Investor Facts: What Is A Moving Average?

A moving average is a statistical tool that smooths out the ups and downs of a given indicator over time. Investment analysts and economists often look at the changing value … Read more

Posted on December 5, 2018 by
automate investing

Automate Investing to Harness the Power of Compounding

Saving money is a discipline, much like dieting to lose weight or keeping up with an exercise plan. Investing can be too, unless you automate it. In fact, automation is … Read more

Posted on November 29, 2018 by