Morningstar is reporting that the number of closed-end funds has shrunk over the past five years.
Publicly traded companies announce their earnings and whether they “beat” the top line, meaning they have revenue growth, or the bottom line, meaning earnings per share, or both.
It’s time for you to have a conversation with your children and possibly your adult grandchildren about the life lessons you’ve learned about retirement.
The typical retail investor is better off investing in index funds or a well-diversified portfolio of individual stocks than trying to beat the market.
Investing is for the intermediate to long-term financial goals, like investing for a young child’s college education or meeting your income needs in retirement, especially for those who are in the early to middle years of their career.
Treasuries, agency bonds, municipal bonds and corporate bonds are the major U.S. bond sectors. Internationally, there is sovereign debt, corporate debt, developed, less developed and emerging market bond issuers. There’s also the distinction between short-term, intermediate-term and long-term maturities.
Investors with actively managed portfolios should review the performance against a relative benchmark after fees and consider increasing their core holdings.
These four steps can help get you started in the market slowly, but smartly.
An investor can buy a put option to protect against downside risk of a stock or stock market index investment declining in value.
Investors have gotten their heads turned by the tax-free income aspect of municipal bonds, but the decision on whether to own munis is more complex than just the tax status.