Do You Know How Much Your Investments Cost?

We all enjoy keeping as much of our hard earned money as possible.  So why would you throw your money out the window on fees?  Today we’re going to talk about why and how you should avoid pesky fees when it comes to your investments.  We’ll also talk about some basic strategies and assets you can obtain to maximize your capital and reduce your costs. Types of Fees Fees pop up in every asset class in the financial world.  Brokerage firms naturally want to make money, and in order to do that they charge their customers small (sometimes not so small) […]

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Activist Investors

We’ve talked recently about Bill Ackman and Carl Icahn.  Two very famous investors in their own right, and both extremely successful men.  Both can be labelled “activist investors”.  Activist investing isn’t a new idea, but it has become much more popular in the past decade or two.  Even still, the number of people who have both the resources and the skillset to pull it off are few and far between.  Today I’d like to talk about how activist investing works and how it affects your life. What is activist investing? Business is not always the glorious money making party that some people […]

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Risk Among Asset Classes

Understanding risk should be one of the first concepts any new investor learns.  It helps outline portfolios and entire companies are based around reducing risk for investors.  The inability for the human mind to rest easy while your hard earned money is invested in the volatile stock market gave rise to the idea of risk and the constant venture to reduce it. What is risk? Having money or assets in any form brings inherent risk.  If you save your money under your pillow at night your house could burn down and you could lose it all.  If you’re invested in […]

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P/E Ratio: Due Diligence 101

When you are comparing two stocks and see that one is trading at $100 per share and the other is trading at $25 per share, which one would you say is more expensive?  Obviously the $100 stock, right?  Not so fast.  Yes, this was a trick question. Looking at the share price alone of a company really has no meaning.  What you need to look at is the share price as it compares to the company’s earnings, on a per-share basis.  The best way to do this is to look at the stock’s Price-to-Earnings ratio, also referred to as the […]

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Why Index Funds are So Appealing

Over the past several years, investors have begun to gravitate towards index funds. The reason for the shift can be mostly attributed to super low expense ratios and the fact that the major stock indexes have performed so well recently. Index funds have seen steady growth in terms of investors; many firms that run actively managed funds are suffering due to this massive trend that is sweeping the nation. Since 2006, investors have been pulling their money out of actively managed funds because managers haven’t been able to beat index benchmarks. Money managers keep emphasizing on how they can stabilize losses in down years and […]

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