Investing basics
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What is a central bank and what is its role?
As the central bank of the United States, the U.S. Federal Reserve is one of the most influential financial institutions in the world.
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What’s the yield curve and what should bond investors make of the warning it just sent?
Typically, the yield curve doesn’t get much attention from investors beyond bond market specialists. That changed in early April when the curve inverted, suggesting economic trouble ahead.
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What is bond duration, and why does it matter?
Rising rates are taking a toll on bond prices this year. Understanding bond duration is one way to find out how your portfolio may fare.
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What are CBDCs—central bank digital currencies?
Many of the world's central banks are developing central bank digital currencies (CBDCs). Here's what you need to know about these new types of regulated, government-issued electronic money.
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What is a diversified portfolio?
Portfolio diversification involves spreading investments across multiple asset classes with the goal to reduce a portfolio's overall level of risk and give investors access to differentiated returns.
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Sustainable investing: unpacking the corporate governance factor in ESG
The governance factor of ESG often gets left out of the spotlight. Learn more about how good governance practices can enhance a company.
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Blockchain, Bitcoin, and fintech innovation
We provide a brief history of fintech innovation and consider what blockchain technology and cryptocurrencies may have in store for investors.
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Debunking the 4 myths of model portfolios
We address some key myths about outsourcing and lay out the success many advisors have achieved from using model portfolios.
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Why invest in real estate
Real estate may offer a balanced blend of benefits to an existing investment portfolio, including potential income, capital appreciation, inflation protection, and diversification.
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What are SPACs? Just the facts
Investors are buying new special purpose acquisition companies (SPACs) at an astonishing rate, creating a mix of enthusiasm and caution. We explore what SPACs are, how they work, and what potential risks and benefits they offer.
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