Beta is a measurement of an investment’s volatility compared to similar investments, such as a market index average. Investors and traders often talk about the “alpha” and the “beta” of … Read more →

One person has $1 million in the bank, the other doesn’t have $1,000. Who is richer? You might automatically say, “Well, the millionaire.” And that’s right — until you consider … Read more →

An account minimum is the least amount of money or assets an investor must deposit in order to work with an advisory firm. Investment firms and mutual funds specify an … Read more →

Investing is an interesting endeavor. You buy an investment on the expectation of it going up. You then have to sell or you never realize the full benefit of waiting. … Read more →

Automatic rebalancing is the automated buying and selling of investments in a portfolio. Many retirement-oriented investment plans offer automatic rebalancing. Automatic rebalancing means the portfolio periodically reverts to a specific … Read more →

You hear a lot of rules of thumb on asset allocation. “Own your age in bonds” and similar ideas, usually meant to lower your risk from a sharp move downward … Read more →

Fundamental analysis is a synonym for stock analysis, that is, the study of a company’s prospects as an investment. Investors who choose to purchase stocks can choose to buy broad … Read more →

Saving money is really tough, marathon-running tough for some people. The reason why, according to psychologists, is something called the “hedonic treadmill.” No, it’s not a training device for marathoners. … Read more →

The Consumer Price Index (CPI) is an official government statistic that measures inflation. Inflation expresses the rising cost of living. Governments track inflation by following a selection of goods and … Read more →

You’ve probably hard that you should save more. And you’re heard that the best way is to “pay yourself first.” Paying yourself first is actually the easy part. If you … Read more →