Author Archive

  • Introduction To Exchange-Traded Funds

    Investopedia2 PRINT Exchange-traded funds (ETFs) are a type of financial instrument whose unique advantages over mutual funds have caught the eye of many an investor. If you find the tasks of analyzing and picking stocks a little daunting, ETFs may be right for you. In this article we define ETFs, highlight their advantages, and list […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Mutual Funds: Understanding Their Appeal

    Morningstar2 PRINT 1. They don’t demand large up-front investments. If you had just $1,000 to invest, it would be difficult for you to assemble a varied basket of stocks or bonds on your own. For example, with $1,000, you could buy one share of stock from the largest U.S. company, then one from the next […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Types of Bonds

    Smart Money2 PRINT Most bonds you’ll come across have been issued by one of three groups: the U.S. government, state and local governments or corporations. But to confuse things, these entities issue many different types of bonds that run the gamut in terms of risk and reward. Here’s a quick introduction to the ones you’ll […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Investment Planning: The Basics

    Forefield2 PRINT Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step–getting started. Besides procrastination, other excuses that people make are that investing is too risky, too complicated, too time consuming, and only for the rich. The fact is, there’s nothing complicated […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • 8 Questions About Social Security Claiming Strategies

    Mark Miller, Morningstar2 PRINT The bipartisan budget deal signed into law last week by President Obama jolted some near-retirement couples–and the retirement-planning world–by closing a loophole in Social Security law that a growing number of married couples were using to substantially increase their benefits. The law makes changes in two Social Security claiming maneuvers–“file-and-suspend” and […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Investing in Stocks

    Forefield2 PRINT Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder, you share in a portion of any profits and growth of the company. Dividends […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Bonds, Interest Rates, and the Impact of Inflation

    Forefield2 PRINT There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond’s price. Many people who invest in bonds because they want a steady stream of income are surprised to learn that bond prices can fluctuate, just as they do […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • How the New Tax Bill Affects Your Taxes

    Investopedia2 PRINT It’s official! Congress and the White House agreed on something (yes, you read that right: ALL of Congress AND the White House). To avoid a possible government shutdown – something quite embarrassing going into an election year – a $1.15 trillion fiscal package was signed into law Friday. The bill includes 2,009 pages […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • 5 Mistakes That Will Ruin Your Financial Resolutions

    Financial changes top New Year’s resolution lists every year. Whether your resolve involves saving more, spending less or digging out of debt, here are five mistakes that will keep you from keeping your financial resolutions, and how you can avoid these common pitfalls. 1. Not “Paying Yourself First” All your good intentions to save more […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment
  • Your 2016 Financial To-Do List: Month by Month

    Christine Benz, Morningstar2 PRINT As the new year dawns, many investors start out with the best of intentions. They plan to scrupulously document their spending, stick to a budget, pay down debt, and kick up their investment contributions. They aim to overhaul their portfolios so they’re in line with their asset-allocation targets and to ensure […]

    Posted at January 13, 2016 » By : » Categories : Education Resource » 0 Comment