leverage

Investor Facts: What Is Turnover Ratio?

The turnover ratio of a mutual fund is the degree to which the stocks or other investments held by the fund get sold or purchased over a period of time, … Read more

Posted on June 5, 2020 by

Investor Facts: What Is Unemployment?

One of the regular data points that makes financial news headlines is the unemployment rate, that is, how many people lack jobs in the economy. But what is unemployment exactly? … Read more

Posted on May 19, 2020 by

Investor Facts: What Is Tracking Error?

Tracking error is the gap between how a mutual fund, exchange-traded fund (ETF) or index fund performs compared to a benchmark index. When investors buy a fund they usually understand … Read more

Posted on May 1, 2020 by

Investor Basics: What Are Earnings?

Every three months all of Wall Street seems to be frozen in place, awaiting the coming wave of corporate earnings. Stocks often stand still until the numbers come out, then … Read more

Posted on April 18, 2020 by

What Happens If the Market Go Down More? Warren Buffet’s View

The single most important question on most investor’s minds is a simple one: Will things get worse? The honest answer is that nobody knows. Yet how far the stock market … Read more

Posted on April 9, 2020 by

Investor Facts: What Is Quantitative Easing?

Even if you haven’t been paying close attention to the investment world you’ve probably recently heard the term “quantitative easing” or QE. In simple terms, QE is a way for … Read more

Posted on April 2, 2020 by

Feeling Pressured By The Market? It Might Be Time To Change How You Invest

Stocks go up, usually for long stretches of time. Sometimes they fall. Typically, investors can simply wait out the downturns, but not always. Life intervenes: A surprise medical bill, a … Read more

Posted on March 13, 2020 by

Investor Facts: What Is The Efficient Market Hypothesis?

Stocks are priced by traders all day, every day that the markets are open. Presumably, at any given moment, the price set by those many trades is accurate by definition. … Read more

Posted on February 24, 2020 by

Is the 60/40 Portfolio Model Dead, or Merely Resting?

Jeremy Siegel, the Wharton professor most famous for writing the investment classic Stocks for the Long Run, recently claimed the following: “We believe that the old 60/40 model just won’t … Read more

Posted on February 14, 2020 by

Investor Facts: What Is Return Of Capital?

Investors put money to work with an eye toward making money, called return on capital. But there’s another kind of return, called return of capital. The difference is important because … Read more

Posted on February 12, 2020 by