Investing

Latest Articles

• What is a robo-advisor?

  A robo-advisor is a fancy term for an advisor that automates the process of financial planning.

  5 min read Oct 27, 2020

  

• Backdoor Roth IRA: What it is and the benefits of setting one up

  If you want to open a Roth IRA and make too much money to do so, don’t fret.

  5 min read Oct 16, 2020

  

• Survey: Just 22% of experts see the stock market outperforming over next 5 years

  The reasons for the dour expectations are many, especially on key fundamental factors.

  7 min read Oct 15, 2020

  

• Mutual fund vs. ETF: Here’s how these popular investments compare

  ETFs hold an edge because they tend to use passive investing and have some tax advantages.

  8 min read Oct 15, 2020

  

• Need a financial adviser? 5 situations where it’s likely worth it

  More specialized, complex or individualized tasks may require you to consult a financial adviser.

  4 min read Oct 12, 2020

  

• Stocks and the Halloween Effect: Here’s what this weird indicator means for investors

  Even more oddly, the Halloween Effect seems to work not only in the U.S. but also around the world.

  3 min read Oct 09, 2020

  

• Robo-advisers vs. financial advisers: How to decide which is best for you

  The industry has begun to embrace robo-advisers, merging their automation with traditional financial advice.

  5 min read Oct 07, 2020

  

• The 10 golden rules of investing

  It’s key to develop a set of “golden rules” to help guide you through the tough times.

  6 min read Oct 05, 2020

  

• Schedule D: How to report your capital gains (or losses) to the IRS

  Sold an investment? The IRS wants a Schedule D. While the form is difficult, it’s worth the savings.

  4 min read Sep 28, 2020

  

• 7 popular thematic ETFs: Here’s how to invest in some of the hottest trends

  Thematic ETFs are an easy way to play a trend rather than trying to pick a winner.

  4 min read Sep 25, 2020