- Environmental, Social and Governance (ESG) Investing
Environmental, social and governance (ESG) investing offers investors a way to grow their portfolio while doing good. This investment strategy has two goals: generating a financial return while also promoting a positive impact for the environment, social issues and corporate… read more…
- A Guide to Small Business Tax Deductions
If you own a small business and run it for a profit, you can likely deduct the costs incurred. Small business tax deductions reduce your taxable profits and, therefore, business taxes. From home office expenses to advertising bills, here are… read more…
- Trading Fees: What Do Brokers Charge to Trade?
Trading fees from a brokerage can kick in when you’re buying and selling shares of stock, mutual funds or other investments. That’s true whether you’re trading in an online brokerage account or through a traditional full-service broker. Every broker is… read more…
- What Is Corporate Governance?
Corporate governance refers to policies and processes that run corporations. A company’s corporate governance is of particular concern to investors. It often reflects a company’s direction and health. Learn the basics of this important business principle, why it matters and… read more…
- A Guide to Investing in Asset Allocation Funds
An asset allocation fund invests in a mix of asset classes, like stocks and bonds, in fixed percentages. It provides built-in diversification to investors. They can make it easier for the investor to maintain a portfolio. Read on to discover… read more…
- What Is a Master Limited Partnership (MLP)?
Master limited partnerships or MLPs are a way to invest for high yields, beyond traditional stocks and bonds. MLPs can trade on an exchange just like a stock. If you’re looking to shake up your investments, a master limited partnership… read more…
- How Dynamic Asset Allocation Works
Dynamic asset allocation is a way to manage risk in your portfolio and generate above-market returns by moving with market trends. This type of approach combines elements of passive investing with active investing to help keep your portfolio balanced according… read more…
- How Capital Preservation Works With Investing
When selecting assets for a portfolio, it’s important to consider an investor’s risk tolerance. While some investors are willing to take on more risk to achieve a greater return, others may forgo any risk to preserve their capital. Capital preservation… read more…
- All About Uniform Probate Code
Uniform Probate Code (UPC) ideally standardizes the various state laws relating to wills and trusts. It also ideally simplifies the probate process. However, only a handful of states have use it. Probate can be a be a time-consuming process, and Uniform Probate Code, might shorten probate time. Do you have questions about estate planning? Speak with a… read more…
- 7 Tax Planning Strategies for Your Small Business
Smart business tax planning can make a big difference for your company. Each of the more than 30 million small businesses in the U.S. probably has a different ideal tax planning strategy. However, there are some generally applicable approaches. Many or… read more…
- What Was the Series 62 Exam and License?
Before it was retired in 2018, the Series 62 license was one of the most common certifications among financial professionals, allowing them to become registered representatives authorized to trade corporate equities and debt securities. Read on to learn what you… read more…
- How to Make a Business Continuity Plan
Businesses don’t know when disasters might strike or how big a bite they’ll take from their income. A business continuity plan is important for businesses trying to predict the unpredictable. It can help prevent problems and aid recovery while providing… read more…
- What Is a Trade War? Definition and Examples
A trade war is a conflict between two countries marked by rising tariffs and other similar protectionist actions. Remember, a tariff is a tax put into place by one country on imported goods or services from another country. Learn the… read more…
- Infrastructure Funds: Definition and Examples
We build our everyday lives over infrastructure. It includes water and sewer services, utilities, shipping and waste management. An infrastructure fund invests in companies providing these systems. Such funds can decrease volatility in a portfolio. Here’s what to know about those funds before you invest. For advice on whether these funds should be part of… read more…
- How to Invest in Growth Stock Mutual Funds
Mutual funds are a way to invest in multiple stocks, bonds or other investments in one convenient package. Growth mutual funds zero in on stocks from some of the largest companies in the world. If you’re wondering how to invest… read more…
- What Is a Principal Owner of a Company?
When used to refer to an owner of a business, the term “principal” can be a designation for any of several positions and entail a range of key responsibilities. But the rubric under which all the possible responsibilities of a… read more…
- What Is an Investment Policy Statement?
Financial advisors often prepare for their clients an investment policy statement, which outlines your goals, risk tolerance, time horizon and asset allocation. It may also list specific securities or sectors you want to avoid. Even if you don’t have an… read more…
- What Is The College for Financial Planning?
The College for Financial Planning is a degree-granting institution that has various financial certification programs available for students. It provides graduate degree, non-degree and continuing professional education programs for students. It was founded in 1972 and is now part of… read more…
- What Is a Fund of Funds?
While investing does include stocks and bonds, it also includes many small securities put together. Sometimes portfolios have funds that are pooled, which include stocks, bonds and other securities. That type of investment is called a fund of funds. Before you… read more…
- Tariffs: Definition, Examples, Issues and More
Tariffs, which are taxes placed on imports and exports between two countries, have increased in prominence during the Trump administration. Now, in an effort to control inflation, President Biden is considering whether to lift $300 billion worth of tariffs on… read more…
- How Class A, B and C Shares Differ
Shares of publicly traded corporations are not all created equal. Some company shares, which are also called stocks or equities, give owners greater benefits or voting rights than owners of other classes of stock. The corporation’s owners can create the… read more…
- Market Timing: Is It Really Possible?
Timing the market is more commonly known as the investor’s golden rule: Buy low, sell high. It is the practice of building your purchases around expected changes in the price of an asset. For the purposes of this article we… read more…
- What Is a Conservatorship, and How Does It Work?
A conservatorship is a way for someone to assume legal guardianship over an adult. Families often use conservatorships to help deal with the mounting medical, financial and mental health needs of a parent. The status of a conservatorship is dependent… read more…
- Should You Invest In a Small-Cap Fund?
When choosing which stocks to invest in, you may run into these terms: small-cap, mid-cap and large-cap. A small-cap growth fund invests in smaller companies whose share prices are growing steadily. A small-cap value fund invests in smaller companies deemed… read more…
- What Are Socially Responsible Investing Funds?
Socially responsible investing funds or SRI funds are a way to grow your investment portfolio while doing something for the greater good. For example, you might invest in funds that advance social causes, encourage better corporate governance or promote a… read more…