Archive for the
‘Investing Insight’ Category

Whither Brexit? More than three months after British voters elected to extricate their economy from the European Union, Brexit still hasn’t actually happened.  What’s going on? Apparently nothing more than a careful process designed to minimize damage on both sides of the English Channel.  British Prime Minister Theresa May recently announced a target of late […]

The Anti-Trump Fund to Watch You can go to Las Vegas and bet on the U.S. election, or make a side bet with your friends.  Or you can buy an ETF. Say what?  Professional investors have noticed that the iShares MSCI Mexico Capped ETF (ticker: EWW), an ETF that focuses its investments in Mexican stocks, […]

In the wake of the so-called “Brexit” vote in the United Kingdom, and the possibility (though not the certainty) that the U.K. will leave the European Union, you’re likely reading a lot of alarmist stories about the vote’s impact on the U.S. and your portfolio. Don’t believe half of what you read. Here are some […]

By now most Americans who are saving and investing to pay for college costs have probably heard that so-called 529 college savings plans allow tax-free distributions for qualified education expenses, potentially making them even more attractive and effective than in the past, when they were only tax deferred. Add that tax benefit to other benefits […]

Tracking the performance of your investments can get confusing, due to the various ways of calculating returns. Whether you prefer to use a calculator or spreadsheet software, the following discussion will help you use and calculate common measurements of investment performance to truly judge your investment results. Determining Rate of Return Probably the most basic […]

The trend toward online investing and advisory services, also known as robo-investing and robo-advice is gaining momentum, but industry participants are struggling to get a handle on how retail investors view and/or use robo-services to conduct their financial affairs. Studies Abound Recent research conducted by major asset management firms has gleaned insight, yet often their […]

Long eclipsed by their bigger and smaller brothers, midcap stocks clearly suffer an image problem. Most have yet to achieve the universal coverage and broad visibility of large caps, but they lack the nimble reputation of small caps to potentially generate rapid earnings and share price growth. Yet these same characteristics are what make midcaps […]

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