How to Invest in the New World
Investing Basics
Investing in Municipal Bonds
Municipal bonds are often an ideal investment choice for clients who are nearing or in retirement. This article summarizes the salient characteristics of municipal bond investing that you'll want to share with your clients.
Understanding Discounts and Premiums
A key aspect of closed-end funds is the relationship between the market price of a given fund and its net asset value (NAV). Analyzing this relationship plays an important role in evaluating a closed-end fund's performance and can be a significant factor in an investor's decision to buy or sell a fund.
Guide to Mutual Fund Investing
Insight on how mutual funds offer the potential for capital growth and income through investment performance, dividends and distributions under the guidance of a portfolio manager.
Guide to Investing in Closed-End Funds
A look at how closed-end funds offer investors the potential for generating capital growth and income through investment performance, dividends and distributions, the manner in which they trade may present an investor with the opportunity to purchase shares at a discount to the value of the fund's assets.
A Look at Leverage
Leverage involves profiting from the normal spread between short-term and long-term interest rates by borrowing or issuing securities that typically pay higher rates of return. This article explores how some closed-end funds that focus principally on fixed income securities may employ leverage in order to enhance shareholder returns.
Understanding Duration
Duration is a key measurement in evaluating bonds and bond portfolios. Find out how duration can be used to help assess the appropriateness of a fixed income security within an overall portfolio.
Working with a Financial Professional
No doubt, for the financial do-it-yourselfer, there is an abundance of material on money matters in newspapers, online and on the street. But when it comes down to dollars and sense, those raw materials may be useless without the proper skills and tools for applying them. In many cases, a financial professional can mean the difference between a loosely constructed plan and a well-built financial foundation.
Investors' Guide to the Mutual Fund Prospectus
While the task of reading a mutual fund prospectus can be daunting given its size and depth of information, it is among the most useful tools available to help determine which fund best meets your investment needs and objectives. Mutual fund prospectuses tend to follow a standard format. With a little practice — alongside this "how to" guide — you can quickly become adept in scanning this all-important document's critical features.
Growth and Value: Two Paths to Equity Investing
One of the most common distinctions drawn in the world of stock investing is that between growth and value. These labels are routinely applied to individual stocks, market sectors, indexes, investors and mutual funds.
College Planning
College Planning 101
Studies show a college education can pay for itself over time, as the average college graduate earns more in a lifetime than the average high school graduate.
Investing for College
Higher education ranks among many investors' larger financial obligations. Fortunately, there are several investment options, many tax-advantaged, designed for those with college in their future.
Market Volatility
The Benefits of Dollar Cost Averaging
Dollar cost averaging is a strategy in which you invest a fixed amount of money at regular intervals, helping to ensure that you buy more shares of an investment when prices are low and less when they are high.
Global Investing
Global Investing
The growth and development of foreign economies and financial markets have made them both attractive and accessible to US investors. Take a look at how a global approach allows investors to tap into the rapid change, globalization and innovation taking place worldwide.
Daily Stat
Daily facts and figures to help inform investment decisions.
Just One Thing
Weekly tips that will help you prepare for retirement.
Chart of the Week
Educational visuals about market & retirement topics.
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- "Beginners Guide to Asset Allocation, Diversification and Rebalancing" - U.S. Securities and Exchange Commission
- "Invest Wisely: An Introduction to Mutual Funds" - U.S. Securities and Exchange Commission
- "Social Security Retirement Planner" - Social Security Online