Political Shift in White House Unlikely to Clip Stock Market

Will a political shift impact the stock market and your investment portfolio? Not if you're focused on the long-term.

The stock market loathes uncertainty. And with a presidential election year nearly upon us, there should be plenty of questions facing stocks as a crowded field of Republican candidates and two Democrats battle for the White House. For investors, history suggests it’s time to batten down the hatches and prepare for a rough ride. The presidential… Read More


Why Industry Bubbles Burst and How to Weather the Storm

Why do industry bubbles burst? And how does it affect your investment portfolio?

With housing prices making a strong recovery since the financial crisis of the late 2000s, it’s worth taking a look at what causes investments or industries to zoom to the stars and then crash back to earth. Industry bubbles generally occur because the incentive for profit is so powerful that it blinds us to rational… Read More


How REITs Can Benefit a Diversified Portfolio

REITs could benefit your investment portfolio if the return and risk profile matches your investment goals.

If you own a house, and your home equity represents a hefty portion of your total assets, you may not want or need any more investments in real estate. But if you’re trying flesh out your portfolio with some real estate exposure—without the hassle of becoming a landlord—one way to achieve it is through real… Read More


Don’t React To Every Bit of Stock Market News

Reacting to Stock Market Volatility Can Have a Negative Impact on Your Investment Portfolio.

When you’re learning to play football, one of the first things any coach will teach you is to watch the other player’s waist. The reason for that is that it’s easy to get faked out by watching the head—or the feet. Just like it can be easy to get faked out and over-react to the… Read More


Understanding Risk and Setting Realistic Expectations

Know the inherent risk in stock ownership before market volatility hits.

Until the recent global equity sell-off, stocks had been on an upward trajectory for some time, with the S&P 500 Index—a broad measure of U.S. stocks—delivering six straight years of gains. An investor who’d bought shares in an S&P 500 Index fund at the last market bottom, on March 9, 2009 would have seen that… Read More


The Wash Sale Rule: It’s Easy to Get Caught

Don't let the wash sale rule impact your tax loss harvesting.

Many investors engage in tax-loss harvesting towards the end of the year. The crux of this exercise is to sell securities at a loss to offset taxes due on investment gains or other income items. Part of the harvesting process often involves replacing a sold security with a similar security, in an effort to maintain… Read More


3 Famous Investors Who Followed Simple Rules—and Got Rich

Learn how changes made by the SEC impact private investing and your investment portfolio.

If you open a newspaper and read about people who’ve made millions investing in hedge funds or private equity investments, you might think it takes a complicated investment strategy to make money in the market. But that’s not always the case. In fact, there are several famous investors who became very rich by following some… Read More


Smart-Beta ETFs: Offering Headway or Hype?

Are Smart-Beta ETFs here to stay in investor's investment portfolios? Time will tell with these ETFs.

We have written in the past about new trends in the ETF marketplace and one of those trends is the emerging popularity of “smart-beta ETFs.” Smart-beta ETFs weight holdings by factors other than market cap—factors such as dividends or earnings—in an attempt to produce superior long-term results. According to the July, 2015 issue of ETF… Read More


Are Equal-Weight ETFs Here to Stay?

Are Equal-Weight ETFs here to stay?

Given the growing number and popularity of ETFs—and given their reputation as a low-cost tool for diversification—it’s important to understand how these investments track the indexes they represent. You may have an ETF that invests in the S&P 500, the Nasdaq 100, or the Russell 2000. But that doesn’t necessarily mean you’re sufficiently diversified in… Read More


ETF Expense Ratios: Their Impact on Long-Term Performance

ETF Expense Ratio

Exchange-traded funds (ETFs) are commonly recognized as a low-cost way to achieve a diversified portfolio. That makes sense: because ETFs are passively managed, they don’t incur the research and analysis expenses borne by actively managed mutual funds. It’s important to keep in mind, though, that not all ETFs cost the same. In fact, some charge… Read More