Investor Facts: What Is Tactical Asset Allocation?

A tactical asset allocation is an investment strategy based on making timely changes in the amount, size and holding periods of a variety of securities. Most investors hold more than one … Read more

Posted on July 11, 2018 by

Why You Should Invest In A Tax-Deferred Account for Retirement

A tax-deferred account describes a type of investment account which features a temporary break from investment taxes. The U.S. government confers the status of tax-deferred on specific long-term investment accounts that … Read more

Posted on June 25, 2018 by

Investor Facts: What Is Opportunity Cost?

Opportunity cost is the potential extra return from one investment compared to another, different investment. In business, managers must choose how to deploy capital in order to make a profit. Sometimes, they are … Read more

Posted on June 8, 2018 by

Investor Facts: What Is A Qualified Distribution?

A qualified distribution is money taken from a tax-advantaged account, such as an individual retirement account (IRA), workplace 401(k) or a college savings plan. People save money in tax-qualified accounts because they expect … Read more

Posted on June 1, 2018 by

How Warren Buffett Turns Small Dollars into Billions

If you ever wanted to really understand Warren Buffett’s way of investing, you need only understand one basic thing. “Time in the market” is more powerful than “timing the market.” … Read more

Posted on May 25, 2018 by

Should You Worry About Rising Interest Rates?

Chances are  you’ve been hearing a lot recently about interest rates: They’re on the rise, and that might be bad. As with anything economics-related, the answer is never as simple … Read more

Posted on May 17, 2018 by

Investor Facts: What Is A Mutual Fund?

A mutual fund is a collective form of investment that pools cash to buy and manage a portfolio of stocks, bonds or other assets. Broadly speaking, mutual funds exist to outsource … Read more

Posted on May 12, 2018 by

How Should You Invest? The Answers, Proven By Data, Are Surprisingly Simple

Setting up an investment plan that will last for years is really a matter of a few simple filters. For instance, the Brinson study shows that your investment portfolio should be be 93% … Read more

Posted on May 4, 2018 by

Investor Facts: What Is A Large-Cap Stock?

A large-cap stock is a stock issued by a company whose market capitalization is much larger than most of the companies traded on the same stock exchange. Large cap is … Read more

Posted on April 27, 2018 by

Understand Financial Adviser Fees Before You Commit

Hiring a financial adviser is not unlike going to buy a new car. Buy or lease? Bank or dealer financing? And just how is the dealership and the salesman getting … Read more

Posted on April 20, 2018 by