- Looking for Bargain Stocks? Morningstar Says These Are Cheap
Now might be a good time to buy. That’s the takeaway from a recent Morningstar analysis, which reported in on a seeming contradiction in stock prices. The market as a whole, Morningstar writes, is expensive. But those prices are a bargain… read more…
- Safeguarding Your Investments: Navigating the Debt Limit and the Security of Your Treasury Bonds
Get ready for the trillion-dollar question: Are your Treasury bonds at risk in the face of a U.S. default? Brace yourself, because if Congress falters in raising the debt ceiling before the Treasury’s coffers run dry, the repercussions will be… read more…
- How to Invest in Nuclear Fusion Energy
Nuclear fusion may well be the technology of the future. Not a technology. For many engineers, if physicists can ever crack the secrets of fusion, it may be to the 21st century what coal was to the 19th and petroleum… read more…
- How to Invest in Storage Units
Real estate offers myriad investment choices, from single-family homes to data centers. The ideal asset for you depends on factors such as your investment size and strategy. Over the past several decades, investors have diversified their portfolios by capitalizing on… read more…
- Stock Buyback Clash: Biden’s Plan Faces Resistance From Critics and Investors
President Joe Biden has championed a substantial financial proposal in the latter half of his term: increasing taxes on businesses engaging in stock buybacks. This initiative aims to redirect corporate funds toward business expansion and job creation, instead of primarily… read more…
- Can This SEC Rule Protect Your Crypto or Art Investments From Bankruptcy?
Your broker cannot use the funds in your portfolio. Not legally, at least. While seemingly intuitive, this requirement comes from an SEC regulation known as “the custody rule.” It requires that all investment advisors and similarly-situated entities keep client securities… read more…
- What Is an Investment Property Loan?
Real estate can be a great addition to your portfolio if you’re hoping to diversify and create passive income. And investment property loans can make it easier to purchase property if you’re interested in owning real estate directly. However, qualifying… read more…
- How to Make $500 a Month in Passive Income
You can produce $500 a month in passive income through savings accounts, certificates of deposit, stocks, bonds, funds and other investment vehicles. Each offers varying rates of return, degrees of safety, convenience, and liquidity. And each requires a significant initial… read more…
- How to Invest in EV Charging Stations
If you spot a Tesla on the road, you may be impressed by the sleek style of the car, but you may also find yourself wondering: How do you take an electric car like that on a road trip? How… read more…
- Return on Equity vs. Return on Assets: Key Differences
Return on equity (ROE) and return on assets (ROA) determine how efficient a company can be at generating profits. Both formulas that can help investors determine how good a company is at turning a profit. Let’s take a look at both… read more…
- How to Make $1,000 a Month in Passive Income
Is it possible to earn a paycheck while sitting on the couch watching television? Absolutely, but it takes a bit of work beforehand to set things in motion. By developing online assets, investments and interest payments, you can put your… read more…
- What Is Return on Invested Capital?
Return on invested capital (ROIC) is a financial metric that shows how well a company converts capital into profits. It measures the company’s efficiency and effectiveness at allocating its available capital to projects, products and investments that produce profits. Investors… read more…
- Asset-Based Lending for Real Estate
Asset-based lending is a form of credit used by businesses. It refers to a loan that is secured by the assets, meaning something of value, owned by the borrower. Companies typically use this to shore up cash flow issues on… read more…
- How Do Margin Loans Work?
Typically, margin investing works based on margin loans. These are loans that your brokerage extends so that you can purchase with a combination of your own funds and borrower money, giving you the liquidity to make larger purchases. They are… read more…
- The 60/40 Portfolio: Alive, Dead or Somewhere In Between?
The 60/40 portfolio is a staple among savvy investors. Made up of 60% stocks and 40% bonds, it tends to deliver solid returns while attenuating risk. But after the 60/40 portfolio’s dismal 2022 returns, investors can’t be blamed if they’re… read more…
- The Big I Bond Letdown Comes With a Silver Lining
The interest rate on Series I savings bonds bonds for the last six months has been an impressive 6.89%. But investors looking to jump into new issue bonds are in for a letdown. According to the Treasury, the rate for… read more…
- How Rising Rates Affect Bank Stock
Rising interest rates can be good or bad news for bank stocks — sometimes both at the same time. Banks can earn more money when they can charge more for loans, but borrowers may want fewer loans, which can depress… read more…
- What Is Halal Investing?
You’ve probably heard of values-based investing. Whether your religious beliefs, environmental goals or personal ethics are guiding your investment strategy, the wide array of investments available today allows you to build a portfolio that aligns with your values. Halal investing… read more…
- What Is Faith-Based Investing?
A foundational religious parable tells of two servants who invested their money in the marketplace and one who buried it in the ground. This story gives Christians lessons about serving God with their money and abilities. More broadly, faith-based investing… read more…
- What Are Catholic Values Investment Strategies?
People like to invest with their values and beliefs in mind. You may have heard of investing styles like ESG investing or biblically responsible investing. One investment strategy is Catholic values investing. Let’s define what Catholic investing is, give you… read more…
- Morningstar Reveals 2 Key History Lessons to Protect Your Portfolio Against Inflation
It’s no secret at this point — inflation continues to be a big issue for American consumers. The inflation rate year-over-year for March 2023 was 5% — and this is actually a bit of a dip, with inflation rates for… read more…
- Interest Rate for Series I Savings Bonds Falls to 4.3%: Here’s What it Means
Gone are the days of series I savings bonds paying almost 7% in interest. The U.S. Treasury announced Friday that the inflation-protected bonds would start paying investors 4.3% on May 1, down from the 6.89% that they’ve paid out over… read more…
- How Often Should You Rebalance Your Portfolio?
Choosing the right asset allocation matters for achieving your investment goals. But it isn’t just set-it-and-forget-it. Rebalancing your portfolio from time to time is necessary to ensure that you have the right mix of investments, based on your goals and… read more…
- Robinhood vs. Fidelity vs. Vanguard
With Fidelity and Vanguard, investors can access traditional, full-service investment platforms that allow you to individually manage your own account. Robinhood, by comparison, offers a very different experience geared towards mobile users. Here’s how they stack up. If you prefer hands-on… read more…
- This Personality Trait Explains Why You’re Scared to Invest in Stocks
If you’ve found yourself thinking, “Only a crazy person would buy bonds these days,” you could be right. A new study from researchers at Northwestern, DePaul University and the London School of Economics finds that five major personality traits have… read more…