Investing basics
-
What makes ETFs tax efficient?
ETFs may offer some advantages for tax-sensitive investors. We take a look under the hood of this investment vehicle to explain why these advantages are there.
Read more -
What happens in a recession?
Recessions are neither common nor rare. Some predictions of them prove inaccurate; at other times, recessions can result in significant damage to the economy and markets.
Read more -
Understanding the correlation between stocks and bonds
Learn more about the correlation between stocks and bonds and discover how high-quality fixed income can help investors to diversify their equity exposure.
Read more
-
What investors need to know about market volatility and the VIX
If there’s one thing investors know for sure about financial markets, it’s that they can be volatile. The first step toward dealing with volatility is to understand what it is and how it can affect your portfolio.
Read more
-
What is a carry trade?
A carry trade is effectively a return that an investor generates for holding, or carrying, an asset such as a currency or commodity for a period of time.
Read more
-
Market cap- vs. equal-weighted indexes in the Magnificent Seven era
By the most common measure, the S&P 500 Index posted a 15.3% total return in the first six months of 2024. By another, it delivered just one-third of that amount: 5.1%. What gives? It depends on whether performance is measured using a market capitalization-weighted index or an equal-weighted index.
Read more
-
Using beta to assess alternative investment strategies
Beta is a risk measure that can be combined with correlation to evaluate the role of alternative investment strategies within a diversified portfolio.
Read more
-
Alternative investing: what are interval funds?
As alternative investing becomes more accessible to retail investors, interval funds have become more commonplace than before. Learn about the pros and cons of investing in interval funds and if they're suitable for everyone.
Read more
-
CDs or bonds? Stash cash or look for higher potential returns?
Whenever rates on certificates of deposit (CDs) look attractive, it may be worth checking whether there are better alternatives—especially today, given that the potential for interest-rate cuts later this year could pull CD rates lower. Historical results show that bond funds have outperformed CDs after CD rates peaked.
Read more
-
What is a separately managed account?
Separately managed accounts (SMAs) are managed by investment professionals and designed for high-net-worth individuals who have specialized or sophisticated needs and seek bespoke investment solutions. We discuss who SMAs are made for and their benefits and disadvantages.
Read more