A tactical asset allocation is an investment strategy based on making timely changes in the amount, size and holding periods of a variety of securities. Most investors hold more than one … Read more →

A tax-deferred account describes a type of investment account which features a temporary break from investment taxes. The U.S. government confers the status of tax-deferred on specific long-term investment accounts that … Read more →

Opportunity cost is the potential extra return from one investment compared to another, different investment. In business, managers must choose how to deploy capital in order to make a profit. Sometimes, they are … Read more →

A qualified distribution is money taken from a tax-advantaged account, such as an individual retirement account (IRA), workplace 401(k) or a college savings plan. People save money in tax-qualified accounts because they expect … Read more →

If you ever wanted to really understand Warren Buffett’s way of investing, you need only understand one basic thing. “Time in the market” is more powerful than “timing the market.” … Read more →

Chances are  you’ve been hearing a lot recently about interest rates: They’re on the rise, and that might be bad. As with anything economics-related, the answer is never as simple … Read more →

A mutual fund is a collective form of investment that pools cash to buy and manage a portfolio of stocks, bonds or other assets. Broadly speaking, mutual funds exist to outsource … Read more →

Setting up an investment plan that will last for years is really a matter of a few simple filters. For instance, the Brinson study shows that your investment portfolio should be be 93% … Read more →

A large-cap stock is a stock issued by a company whose market capitalization is much larger than most of the companies traded on the same stock exchange. Large cap is … Read more →

Hiring a financial adviser is not unlike going to buy a new car. Buy or lease? Bank or dealer financing? And just how is the dealership and the salesman getting … Read more →