10 Investing Tips From Successful Women
Women are empowered in so many ways today, but unfortunately, finance is not among the top categories. The concept of gender equality still has a ways to go in the investment world. Read more…
Individual Bonds vs Bond Funds
Many investors lack a strong understanding of bond portfolio basics. As a result, there are some misconceptions about the use of individual bonds versus bond funds. Many individual bondholders believe the implications of interest rate fluctuations don’t impact them because they will receive their Read more…
Why We Started a Women’s Initiative
I have good news and bad news. Which do you want first? Read more…
The Importance of a Fiduciary Standard of Care vs. Suitability
Today the Department of Labor released new rules regarding retirement savings advice. We will post a more detailed analysis in the future, but today I want to explore the different standards in place and provide an initial reaction to the new rules. Read more…
Hedge Funds: What Are They Good For?
Absolutely nothing. That is the answer to the question in the subject line. It is also the value hedge fund investors receive for shelling out exorbitant fees for lackluster performance. The chart below looks at historical performance of hedge funds (yellow bars) relative to diversified stocks Read more…
Vernon Davis Is Going to the Super Bowl, But Should He Go in Your Portfolio?
Some companies offer stocks that allow individual investors to invest in securities tied to the future earnings of professional athletes. However, some financial advisors advise caution, saying that these kinds of risks are not wise for long-term investment strategies and may be better suited for a Read more…
Stock Selloff Stats
Market sentiment remains negative with the S&P 500 down 12.3% to date and 13.92% from the high point set in May 2015. Read more…
Definition of Key Terms
Index Fund An index fund is a mutual fund whose portfolio seeks to replicate the performance of some financial benchmark either by owning a representative sample of the stocks contained in that benchmark or by owning all of them. An index is passively managed which means, unlike actively managed Read more…
China Drags Down Global Markets
Stock markets started the New Year off with a bang, but not a good one, as panic in Chinese markets spread throughout the globe. Read more…
