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
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
secret market timer

What Happens If We Enter a Bear Market in Stocks?

After years of steady climbing, the U.S. stock market seems to have hit a temporary peak. Stocks on the major indices have fallen by hundreds of points and recently erased … Read more

Posted on November 19, 2018 by
interest rate risk

Investor Facts: What Is Interest Rate Risk?

Interest rate risk is an idea that many investors find mystifying. Bonds pay an interest rate, or yield. It’s often fairly low but the money is typically considered safer than … Read more

Posted on November 8, 2018 by
stock market volatily

Stock Market Volatility: What Matters Behind the Wheel

After many years of a steady upward climb stock investors in October finally got a taste of stock market volatility — rapid moves up and down in valuation. Some took it … Read more

Posted on October 26, 2018 by

Bitcoin Might End Up In Your Portfolio…Someday

It has been hard to miss headlines about Bitcoin, an electronic form of money that has zoomed in value in recent months. The widely misunderstood alternative currency is not a … Read more

Posted on December 22, 2017 by

Has The Stock Market Created A Risk Problem In Your Portfolio?

You hear a lot of rules of thumb on asset allocation. “Own your age in bonds” and similar ideas, usually meant to lower your risk from a sharp move downward … Read more

Posted on October 13, 2017 by
permanent portfolio

Why You Need A Permanent Investment Portfolio

Investors often are tempted to change their investments over time, to sell one stock in favor of another or to choose one type of income investment over another. Why not … Read more

Posted on August 12, 2017 by
index funds

Index Funds For Long Run Investing

If you listen to the investment gurus, they’ll tell you buy index funds and forget it. You’ll come out ahead, they say, because index funds are cheap. But what about … Read more

Posted on July 5, 2017 by
stock market

Can The Stock Market Keep Going Up?

Inevitably, as a long bull market for stocks grinds on, investors begin to wonder: How long will it last? A bull market is usually defined not by a specific time … Read more

Posted on May 10, 2017 by