- How to Research Stock Investments
Researching stocks involves gathering information about companies in your investment portfolio. Investors analyze financial data, assess qualitative factors and use tools like stock screeners to get a clear view of a stock’s potential. Working with a financial advisor can offer you additional guidance, as they can analyze investments and manage them for your portfolio. Stock… read more…
- How the Moody’s Rating Scale Works
Moody’s rating scale could help investors evaluate the creditworthiness of corporations, governments and financial institutions when researching investment strategies. Developed by Moody’s Investors Service, this scale aims to determine the likelihood that an entity will have to meet its financial obligations, guiding investors in making decisions about their portfolios. It provides a standardized method to… read more…
- 7 Estate Planning Tips for Real Estate Investors
When it comes to estate planning real estate investors are likely to have some special concerns. Investors want to protect their real estate portfolios, minimize taxes for heirs and create clear plans for transitioning properties after they are gone. Other needs may involve ensuring that the business will continue post-mortem, assets will be managed, family… read more…
- 5 High-Yield Fixed-Income Investment Examples
High-yield fixed-income investments aim to provide steady income, capital preservation and higher returns than traditional fixed-income assets like government bonds or savings accounts. Although these investments carry more risk, they can help diversify your portfolio. And, you may also consider these investments if you’re seeking higher yields for growth or income needs. If you have… read more…
- How to Research Real Estate Markets for Investing
Whether you’re an experienced investor expanding into a new market, or are getting into real estate investing for the first time, it’s important to research the real estate market before investing. Market trends, property values and neighborhood characteristics can vary significantly from one location to another, and what works in one market may not work… read more…
- How to Pick the Right Stocks for Your Portfolio
Choosing stocks for your investment portfolio is an important part of building and managing your wealth as well as achieving your broader financial goals. With thousands of stocks to choose from, the process of selecting the right stocks for your situation can be complicated, especially for those new to investing. However, by focusing on a… read more…
- Commercial vs. Residential Real Estate Investing
There are many ways to invest in real estate. Two common ways can involve commercial and residential properties. Commercial properties may offer higher returns and longer leases, while residential properties can provide more stable cash flow due to steady tenant demand. A financial advisor who specializes in real estate can help you determine which option… read more…
- How to Invest in Sports Memorabilia
Investing in sports memorabilia allows collectors and sports enthusiasts to pursue financial returns. Sports collectibles are alternative assets that can diversify portfolios and help manage risk. However, before committing significant resources, it’s important to understand the difference between investing and collecting for personal enjoyment. This market requires thorough research and attention to authenticity. If you… read more…
- Real Estate Crowdfunding Investing Risks
Real estate crowdfunding allows groups of investors to pool resources and invest in properties that would otherwise be out of reach for an individual. With crowdfunding, investors who lack access to large amounts of capital can participate in large, high-quality real estate projects with potentially high returns. Real estate crowdfunding also lets investors improve diversification… read more…
- What Is the Fitch Rating Scale and How Does It Work?
The Fitch rating scale is used to assess the creditworthiness of governments, financial institutions and corporations. By providing a standardized measure of risk, the scale helps investors and other stakeholders make informed decisions about their lending, investment portfolios or other financial engagements. The ratings, which range from high-grade AAA to default D, reflect Fitch’s analysis… read more…
- Can A Clever iPhone Move the Market?
On Monday, September 9, Apple hosted fans, developers and reporters at its Cupertino headquarters. The event was a series of product announcements for the coming year, led by CEO Tim Cook. Following up on the company’s annual WorldWide Developer Conference (WWDC) in June, Apple is ready to start releasing the next iteration of several major… read more…
- Things to Consider Before Investing in the Health Care Sector
As one of the largest sectors in the U.S. economy, health care is likely to be a part of many investors’ portfolios. Investing in this sector can offer plenty of opportunities. It encompasses a wide range of businesses, from pharmaceutical companies to medical device manufacturers. Investors must also consider regulatory changes, technological developments and demographic… read more…
- 5 Reasons to Include Long-Term Bonds in Your Portfolio
Long-term bonds with maturities of 10 years or more offer regular interest income over an extended period of time. Investing in long-term bonds gives investors the opportunity to balance their investment portfolios with a component providing security and steady returns. For those nearing retirement or seeking stability, the predictability of long-term bonds can be especially… read more…
- 8 Common Rules for Picking Day Trading Stocks
Day trading is a fast-paced form of stock trading where shares are bought and closed within the same trading day, often within hours or minutes and sometimes within seconds. This strategy is focused on capitalizing on small, rapid price movements in highly liquid stocks. While day trading can offer substantial profits, it also comes with… read more…
- What Is the Standard & Poor’s (S&P) Rating Scale?
The Standard & Poor’s (S&P) rating scale is a widely recognized system used to evaluate the creditworthiness of debt securities, including bonds and other financial obligations. By assigning ratings that range from ‘AAA’ to ‘D,’ the S&P rating scale helps investors make informed decisions about the risk level associated with different companies and types of… read more…
- How to Invest in Unicorn Companies
Unicorn companies are privately held startups valued at over $1 billion. These often attract investor attention due to their innovative approaches, rapid expansion and potential for further growth. Early unicorn investors such as venture capitalists, hedge funds and private equity firms can enjoy large profits. However, direct unicorn investment is typically limited to accredited investors.… read more…
- Classic Cars That Are Common Investments for Collectors
Classic cars hold a unique appeal for collectors, blending nostalgia for the past with enthusiasm for motoring and the enduring pleasure of prospective financial gain. Although owners may rarely or never actually drive them, these vehicles can become valuable investments due to their rarity, historical significance and enduring popularity. Collectors often invest in these cars,… read more…
- Where to Find Bond Auctions Online
Online bond auctions provide a straightforward way for investors to purchase government bonds directly from issuers. These auctions are available on various financial platforms, including official sites like TreasuryDirect, where U.S. Treasury bonds are sold. Additionally, some brokerage firms and financial marketplaces feature online bond auctions, enabling investors to participate without leaving their homes. If… read more…
- Assessed Value vs. Market Value
When evaluating real estate, it’s important to know the difference between assessed value and market value. Assessed value determines property taxes, while market value is the price a property would sell for. This distinction is important for real estate investors who are interested in refinancing a mortgage as it can affect their investment decisions. If… read more…
- Would NVDA Shareholders Be Affected if Democrats Quadruple the Stock Buyback Tax?
Democratic presidential candidate Kamala Harris has signaled that she supports quadrupling the 1% percent surcharge placed on corporate share repurchase programs by the Inflation Reduction Act of 2022. The stated purpose of the 4% stock buyback tax proposal is to reduce the comparative tax advantage that buybacks have over dividend payouts as a way of… read more…
- How to Invest in Anthropic and Claude
Anthropic’s core product is Claude, a large language model (LLM) that competes with OpenAI’s ChatGPT and xAI’s Grok, among others. Anthropic is a privately held company. Its stock is not traded on any public market, nor is it subject to SEC oversight and disclosure rules. As a result, only accredited investors and institutions can freely… read more…
- What Is Fixed-Income Relative Value Investing (FI-RV)?
Fixed-income relative value investing (FI-RV) is an investment strategy that focuses on identifying and exploiting price discrepancies between related fixed-income securities. Unlike traditional fixed-income investing, which often emphasizes income generation and capital preservation, FI-RV strategies aim to profit from small, relative differences in the valuation of bonds, interest rate swaps or other fixed-income instruments. This… read more…
- 5 Types of Fixed-Income Investments
Fixed-income investments offer both regular interest payments and return of principal at maturity. This combination of features can make these assets attractive for investors looking to preserve capital while earning a predictable income stream. Plus, as an asset class with low correlation to other popular investments such as stocks, fixed-income holdings can help diversify a… read more…
- Differences Between Fee Simple vs. Leasehold
Fee simple and leasehold are two important types of property ownership. Fee simple gives full ownership rights, while leasehold comes with more restrictions, similar to a rental agreement. Knowing the key differences between both types could help you make informed decisions, whether you are building a real estate portfolio on your own or working with… read more…
- How Much Can You Raise Rent on Your Property in California?
California’s rent control laws place significant limits on how much rent can be raised in The Golden State’s rental markets each year. Under the statewide rent control law, AB 1482, landlords now have set limits, tied to inflation, for rent increases. This law applies to most rental properties, including single-family homes not owned by corporations… read more…