- What Are Single Stock ETFs?
A single stock ETF is an Exchange Traded Fund (ETF) designed to magnify the gains or losses of a single, underlying stock. This creates a risk profile that is inverse to a standard fund-based asset. Where ordinarily an ETF mitigates risk and reward through diversification, a single stock ETF significantly increases potential risks and rewards through… read more…
- 6 Tips to Achieve Long-Term Investment Success
The key to achieving long-term investment success will require you to develop a strategic investment plan that focuses on your specific financial goals, risk tolerance and time horizon. Here is a roundup of six common investing tips that can help you turn that goal into a reality. For hands-on help, a financial advisor can help… read more…
- Differences of Investing vs. Speculating
Traditional investing takes a strategic approach to building wealth by focusing on long-term growth, risk management and diversification. Speculative investments, on the other hand, are often considered more alternative types of investing, such as collecting artwork. Let’s take a look at how you could incorporate both into a diversified portfolio. For personalized help with your own… read more…
- How to Buy Fractional Shares
Fractional shares allow investors to purchase a piece of a stock or exchange-traded fund (ETF), even if they can’t afford a whole share. Fractional share trading is a lot like buying and selling whole shares of stock, requiring you to open a brokerage account, research potential stocks and then placing your order. If you’d rather… read more…
- What Are Fractional Shares?
Fractional shares allow investors to purchase a portion of a stock or exchange-traded fund (ETF) for a fraction of the cost. This accessibility not only enables individuals with modest budgets to gain exposure to high-priced securities but also facilitates portfolio diversification, a cornerstone of sound investment strategy. By allocating capital across a broader spectrum of… read more…
- Apple Earnings Call Transcript: Q2 2024 (AAPL)
Listen to or read the Apple earnings call for Q2 2024 results from May 2, 2024. Summary: During the call, CEO Tim Cook and CFO Luca Maestri discussed Apple’s strong Q2 fiscal year 2024 earnings, highlighting revenue records in multiple countries and regions. They also discussed the company’s commitment to sustainability and innovation, as well… read more…
- How to Avoid Investment Fees
From management fees to load fees, the costs associated with investing can quietly chip away at your returns, often going unnoticed until they’ve compounded into a significant impact. The difference between a portfolio’s performance with and without these fees can be staggering over time, making it essential for investors to understand and manage these expenses… read more…
- 5 Ways Monopolistic Competition Can Impact Your Investments
Monopolistic competition is a market structure that is characterized by many firms selling differentiated products. These can be similar but not identical, allowing each firm to have some degree of market power. By understanding how product differentiation, pricing strategies and marketing efficiency work, investors can gain insight into the risks and rewards associated with different… read more…
- Tesla Earnings: AI, Cheaper Cars in the Spotlight Despite Missing Wall Street Expectations
Tesla released its Q1 earnings results on April 24, missing Wall Street expectations by 4.29% for revenue and 9.10% for earnings per share (EPS). The company posted earnings of 45 cents per share, falling short of the estimated 50 cents. Revenue came in at $21.3 billion, compared to the expected $22.2 billion. Tesla’s operating income… read more…
- What Is the Opportunity Cost of an Investment?
Opportunity cost quantifies the potential benefits that are lost when one alternative is chosen over another. Whether you’re an individual deciding whether to invest in bonds over stocks or a business leader strategizing for growth, the principles of opportunity cost can help you make more informed investment choices. A financial advisor can also help you… read more…
- Pros and Cons of Investing in Treasury Bonds
Treasury bonds are often considered the bedrock of conservative investment portfolios. These are U.S. government bonds that offer a unique combination of safety and steady income. But while they are lauded for their security and reliability, potential drawbacks such as interest rate risk, low returns and inflation risk must be carefully considered. If you’re interested… read more…
- What Is a Wirehouse?
A wirehouse is a large, full-service brokerage firm that operates on a national or international scale. These institutions, also known as wirehouse brokerage firms or wirehouse banks, typically offer a range of financial services, including investment banking, asset management, wealth management and brokerage services. Understanding the role that these institutions play in the financial services… read more…
- What Is a Regulated Investment Company (RIC)?
A regulated investment company (RIC) can offer you a unique investment opportunity by pooling resources together from numerous individuals to invest in a diversified portfolio of assets. These entities are designed to mitigate risk and potentially enhance returns through professional management. They are governed by specific tax laws and regulations. The advantages of RICs, which… read more…
- Exchange Traded Product (ETP) vs. Exchange Traded Fund (ETF)
Exchange-traded products (ETPs) are a broad category of investments that are listed on stock exchanges and trade like stocks. ETPs comprise various products, including exchange-traded funds (ETFs), exchange-traded notes (ETNs) and exchange-traded commodities (ETCs). In other words, ETFs are a type of ETP – not an alternative to them. A financial advisor can help you… read more…
- What Is an Exchange-Traded Product (ETP)?
Exchange-traded products (ETPs) are investment vehicles traded on major stock exchanges, offering investors exposure to a diverse range of assets without directly owning them. While exchange-traded funds (ETFs) are the most common variety of ETP, they aren’t the only kind. Exchange-traded commodities (ETCs) invest in precious metals and other resources, while exchange-traded notes (ETNs) are… read more…
- Understanding Cyclical vs. Non-Cyclical Stocks
Cyclical stocks are closely linked to the macroeconomic conditions while non-cyclical, or defensive stocks, remain relatively unaffected by economic fluctuation. These types of stocks behave under diverse economic conditions and they can potentially have a large impact on your investment portfolio. It’s important to understand how each works so that you can choose the right… read more…
- 6 Investment Tips for Your Prime Earning Years
There are many different types of financial investments. But they all typically take a strategic approach to enhance your wealth over time. This can involve dedicating resources, often money, to buy diverse assets with the expectation of generating a profit in the future. Working with a financial advisor can help you create a specific investment… read more…
- How to Negotiate for Equity in a Startup or Private Company
Equity can make you rich. But that’s a bold claim for most workplaces. If you’re lucky enough to work for a future unicorn then, yes, getting a share of ownership really can set you up for life by age 40. That, however, is rare. Nevertheless, stock options and other forms of equity can be an important… read more…
- Differences of Day Trading vs. Investing
Day traders and investors take divergent approaches to navigating financial markets and generating returns. While day traders aim to earn a quick profit from slight shifts in the market each day, investors prefer to take a longer-term approach. Despite the differences between day trading and investing, both strategies share some basic similarities. A financial advisor… read more…
- 5 Investing Blogs You Should Consider Reading
Investing is like any field. If you want to get better at it, you need to learn. One way to do this is by staying on top of current trends by reading popular investment blogs. So whether you’re trying to up your game or just enjoy finance, here are five investing blogs that advisors should consider… read more…
- How a Bond Tent Can Help Your Retirement Strategy
Many retirees face the greatest risk in the years leading up immediately to retirement. They haven’t yet begun collecting some of the more stable benefits like Social Security, which can help protect their portfolio against market downturns. Also, they no longer have many years ahead to rebuild their portfolio from losses. And if a recession… read more…
- How to Sell Restricted Stock Units (RSUs)
Restricted stock units (RSUs) are a form of equity compensation that some companies offer to their employees. Through this benefit, you receive shares of company stock subject to certain terms and conditions. Once these conditions are met, your shares vest. You get full ownership of these shares and are free to sell them on any… read more…
- Stock Advisor Websites for Investors
Stock advisor websites provide individual investors with useful tools, research and guidance to build their wealth. Many investors count on these handy online sources for ideas and information on markets and individual securities. These sites offer stock screeners to identify opportunities, articles analyzing specific companies, model portfolios showing how to construct a diversified mix of… read more…
- 6 Stock Option Trading Strategies to Consider
Options give investors ways to profit whether stocks rise, fall or hold steady. But they also come with their own complexities and pitfalls. Options traders have developed an expansive set of strategies that aim to help them hedge against risk, generate income or profit from speculation while also not exposing them to undue risk. Strategies… read more…
- How to Find Rental Properties in Different Markets
Investing in rental properties can provide attractive returns and diversification for ordinary investors. But finding good rental real estate deals in other markets poses challenges. When location is a prime factor in determining whether a property is attractive, an investor based far away has some built-in disadvantages. A financial advisor can explain the basics of… read more…