- How to Buy Pfizer Stock (PFE)
Pfizer is a multinational pharmaceutical company based in the United States. It is one of the world’s biggest pharmaceutical corporations and ranked No. 43 on the Fortune 500 in 2023. The firm was founded in 1849 and is based in… read more…
- Front-End Load Mutual Funds
A mutual fund load is the sales commission that an investor pays a broker when buying or selling certain mutual funds. While not all mutual funds have loads, those that do will vary depending on when the commission is paid.… read more…
- What Is a Liability-Driven Investment?
Liability-driven investments are commonly used to minimize risk, as they seek to cover current and future financial obligations. The liability-driven investment (LDI) strategy is often employed by defined benefit plans, which guarantee retirement payouts to those who contribute to the pension.… read more…
- How Do Investors Use Double Bottom Patterns?
When analyzing which securities to add to your portfolio, there are two approaches you can take, fundamental analysis and technical analysis. The former focuses on the financial health of companies while the latter looks more closely at current market trends. If… read more…
- How to Invest in the NYSE Chicago Exchange
NYSE Chicago, formerly known as the Chicago Stock Exchange (CHX), is an equities-only stock exchange. Originally founded in the 19th century, it was acquired by the parent corporation of the New York Stock Exchange in 2017. Today it specializes in… read more…
- Understanding How the Monte Carlo Method Works
Monte Carlo simulation is a mathematical technique for considering the effect of uncertainty on investing as well as many other activities. A Monte Carlo simulation shows a large number and variety of possible outcomes, including the least likely as well… read more…
- What Are No-Load Mutual Funds?
Mutual funds can be a useful tool for increasing diversification in your portfolio but it’s important to understand what you might pay to buy and sell them. Some mutual funds carry loads or sales charges, while others don’t. A no-load… read more…
- What Are Actively Managed Funds?
Mutual funds and exchange-traded funds (ETF) allow you to own a basket of securities, helping with portfolio diversification. When choosing which type of funds or ETFs to invest in, you may be wondering if active or passive management is better.… read more…
- What Is a Sales Load and How Is It Calculated?
When investing in mutual funds, it’s important to understand the fees you’ll pay. A sales load is a commission fee that applies when you buy or sell shares of a mutual fund. There’s more than one type of sales load… read more…
- Direct Listing vs. IPO: What’s the Difference?
Both initial public offerings (IPOs) and direct listings are ways for companies to make their shares available for purchase by listing them on public exchanges. However, there are key differences between the two that you’ll want to be aware of… read more…
- Pros and Cons of Investing in Bond Funds vs. Bonds
If you’re looking to add stability and security to your investment portfolio, bonds can be a valuable tool for diversification. However, you may wonder whether it’s better to invest in bond funds—whether mutual funds or exchange-traded funds (ETFs)—or purchase individual bonds. Both options come with distinct advantages, but the right choice depends on factors like… read more…
- What Is Average True Range (ATR) in Investing?
When trading stocks and other securities, it can be helpful to use technical indicators to assess volatility. Average true range, or ATR, is one such indicator that’s often used to track securities’ price movements over defined time periods. Though it… read more…
- Paper Trading: What It Is and Where to Do It
Investing in the stock market can help you build a portfolio and grow wealth. But there is a certain amount of risk involved when purchasing stocks and other securities. Paper trading is something you might consider if you’re a newer… read more…
- What Is a Moving Average in Stock Investing?
Investing in stocks while building a diversified portfolio can help you build wealth over the long-term. There are a number of indicators you can use to analyze stocks when deciding where to invest, including the moving average. A stock’s moving… read more…
- What Is Time in Force (TIF) in Investing?
Trading securities online entails using specialized lingo so that your precise intentions are carried out. One key term that you should be familiar with, whether you are an active trader or someone who trades less frequently, is “time in force”… read more…
- Fidelity vs. Robinhood
Fidelity and Robinhood are about as different as the two trading platforms can get. Fidelity is a full-service brokerage firm. You can trade most securities through its platform, either on your own or with the help of an advisor, and there’s lots… read more…
- Federal Funds Rate: Definition and Use
Set by the Federal Open Market Committee (FOMC), the federal funds rate directly controls whether banks will lend any excess reserves to meet federal requirements. This rate has a huge impact on inflation, short-term borrowing and even investing. In this… read more…
- What Is a Volatility ETF, and How Does It Work?
A volatility ETF is an exchange traded fund (ETF) that tracks share price changes in a specific index of the stock market. These funds make their money based on the degree to which prices are changing across the market. The specifics are different based on individual funds, as various volatility ETFs offer exposure to volatility… read more…
- What Is a Sophisticated Investor? Definition and Requirements
One way the U.S. Securities and Exchange Commission (SEC) protects investors is by restricting who can put their money into particularly high-risk, loosely regulated or complex financial offerings. While anyone who has the money can buy stocks and bonds, the… read more…
- What Is a Good Earnings Per Share (EPS) Ratio?
When deciding where to invest your money, there are different ratios you can use to find the right companies to back. One of them is earnings per share (EPS), which is one way to measure a company’s profitability. The higher… read more…
- What Is “Buy the Dip” in Investing
Buying the dip is a tactic in which traders buy an asset, usually a stock, immediately after its price declines, anticipating that the price will go back up in the near term. There are many reasons why a trader might employ… read more…
- What Types of Assets Are Illiquid?
One of the most important features of an asset is how quickly or slowly it can be converted into cash. Whether it’s investors seeking details about a company’s finances or market players trying to figure out the fair market value,… read more…
- What Are Series I Savings Bonds?
If you’re in a position of wanting protection or stability in your portfolio then you should consider Series I bonds. These are bonds issued by the U.S. government that carry a zero-coupon interest rate and are annually adjusted for inflation. The… read more…
- EBITDA vs. Revenue: What You Need to Know
While a company’s sales, also known as revenue, often get a great deal of attention from the public, business owners, managers, investors and lenders pay particularly close attention to another key metric, EBITDA. EBITDA stands for “earnings before interest, taxes, depreciation and amortization.” It is a more nuanced tool than revenue and can illuminate how… read more…
- How Asset Turnover Ratio Helps Investors
One of the most important questions for investors is how efficiently a company uses its assets generate revenue. This information is not readily found in the most common financial reports, such as balance sheets. The performance numbers of a large business… read more…