- Fundrise vs. REIT: Real Estate Investment
Adding real estate to your investment portfolio can be an excellent way to generate strong returns and hedge against market downturns or inflation. If you’re not interested in purchasing and managing a property on your own, though, there are alternatives. Both… read more…
- REIT vs. Rental Property: Which Is Better?
Adding real estate to your investment portfolio can be a smart way to diversify, boost returns and even hedge against the risk of inflation. When it comes to choosing how you’ll invest in real estate, though, there are a few… read more…
- How and When to Rebalance Your Portfolio
Rebalancing an investment portfolio is the process of making sure the proportion of asset types in your portfolio reflects your goals. It builds on two tenets of investing, diversification and consistency. It’s a necessary process because various securities rise and fall… read more…
- Is the 60/40 Portfolio Dead? Long Live the 60/40 Portfolio
A 60/40 portfolio allocation is a popular investing approach. Put simply, it’s an allocation strategy that consists of 60% equities and 40% bonds. This approach, which may allow for robust growth while remaining relatively risk-averse, has shown long-term positive returns… read more…
- How to Build a Three-Fund Portfolio
If you want to uncomplicate investing, a three-fund portfolio approach can be a simple way to growth wealth over time. This strategy involves choosing three mutual funds or exchange-traded funds (ETFs) to create a diversified portfolio. The three-fund portfolio is… read more…
- How to Invest $10 Million
With $10 million to invest, you’re certainly part of an exclusive group, but with that kind of money comes significant responsibilities and opportunities. Not only can $10 million fund a wonderful lifestyle, but it can also provide financial security for… read more…
- Do Gold Prices Go Up in a Recession?
With the economy volatile, many Americans are wondering if they should turn to one of the oldest investments on earth: gold. And the answer depends on your portfolio. But what about during a recession? Is gold still a wise choice?… read more…
- Stock Market Circuit Breaker: Investing Guide
Stock market circuit breakers are used to temporarily stop the trading of all securities in the event of rapid, steep downturns in broad market pricing. Circuit breakers trigger automatically on every U.S. stock and futures exchange when the S&P 500… read more…
- Ellevest vs. Betterment for Robo-Advisor Investing
Ellevest and Betterment are two of the most popular robo-advisors on the market. Both take an algorithmic approach. Betterment offers a series of funds with a wide variety of risk and investment profiles. Ellevest distinguishes itself with a service built towards women… read more…
- How Do Bonds Generate Income for Investors?
Corporations and government entities must have funding for their land, buildings, equipment, operating expenses and ongoing projects. One of the major sources of funding is through the debt market where they can issue debt instruments or bonds. Let’s break down… read more…
- Proposed SEC Rules Could Change How You Invest
The Securities and Exchange Commission has proposed several rules aimed at ensuring the liquidity of open-end funds, especially if there is a financial crisis. The SEC’s proposals would oblige fund managers to adopt specific liquidity risk management measures, including having… read more…
- Pros and Cons of Betterment vs. SoFi Invest
Betterment and SoFi Invest make it simple to start investing, with each offering low-cost, fairly intuitive automated investing solutions. As a pioneer in the robo-advisor space, Betterment’s core offering has focused on automated investing since its founding in 2008. SoFi… read more…
- How to Invest in Compound Interest?
As an investor, interest is a key source of gains for your portfolio. It produces regular, predictable payments that you can plan around. Even more importantly, if you can harness the power of compound interest, it can help your investment… read more…
- Limit Up-Limit Down: Investing Guide
Limit Up-Limit Down is a mechanism U.S. securities exchanges use to limit extreme changes in the prices of individual securities. It does this by stopping trades that would take place outside price bands. The bands range above and below a… read more…
- How to Buy McDonald’s (MCD) Stock
An often-repeated investing rule is to buy what you know, meaning you should own stock in companies whose products and services you use or are otherwise familiar with. If you’re a fan of fast food, then you might be interested… read more…
- How to Buy Ford Motor Company (F) Stock
Ford Motor Company (F) is one of the world’s largest automakers by total sales and has some of the most popular vehicles. The F-Series pickup truck is the most popular vehicle by total sales in much of the South, according… read more…
- What Is a Phantom Stock Plan for Employees?
If you’ve been promoted to a senior position in a company, you might find yourself wading through a flood of new perks. While a higher salary and company car has obvious uses, obscure rewards like phantom stock plans can be… read more…
- Is Your Money Boosting a Politician You Hate Through Your Financial Institution? Find Out
The financial sector is the largest political donor in American politics, but the views held within aren’t always what you may think. Open Secrets, which tracks money in politics, defines the financial sector as insurance companies, real estate firms, commercial/depository… read more…
- How to Buy Facebook (META) Stock
Have you ever wondered how to buy Facebook stock? Whether you’re psyched for the Metaverse or just want to invest in the biggest social media platform, buying stock in Meta (Facebook’s parent company) could be for you. Let’s break down… read more…
- Amid the Latest Rate Hike, Should You Worry About the Inverted Yield Curve?
The yield on U.S. Treasury bonds been volatile this week as investors reacted to the news of another Federal Reserve rate hike. Although bond rates have recovered from an early drop, the yield on short-term Treasury debt now exceeds that… read more…
- What Is the Average Stock Market Rate of Return?
It is difficult to know how much to invest in stocks or for how long you need to hold that investment. The truth is that, historically, the stock market averages around a 10% rate of return, not considering inflation. But… read more…
- How to Buy Home Depot (HD) Stock
Home Depot is a major hardware, lumber and home goods store. It operates throughout North America and owns several subsidiaries focused on building supplies and contractor services. This is a profitable company that reported more than $151 billion in sales… read more…
- How to Buy Coca-Cola (KO) Stock
Coca-Cola is one of the most recognized brands in the world. Even in places where nobody speaks English, they’ll know that the iconic red can is a “Coke.” But for investors, this is the brand of one of the largest… read more…
- How to Give Savings Bonds as a Gift
Savings bonds are generally considered a safe investment that could grow over time. And certain savings bonds offer high-interest rates during periods of high inflation, making them even more attractive to potential investors in 2022. You can either purchase savings… read more…
- Transaction Exposure: International Investing
Transaction exposure describes the risk and level of uncertainty that an investor, typically a business, takes on due to fluctuating international exchange rates. More specifically, there is a risk that currency exchange rates will change or fluctuate after a firm… read more…