Investment Basics

Investment Basics Series: Summertime Learning for Year-Round Investing

While summer isn’t officially over yet, once those big yellow school busses reappear, it’s hard to not consider it a wrap. Likewise, we’re ready to wrap our summer series of investment basics. We hope that doesn’t mean you stop learning how to invest in ways that bring the greatest me
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Bonds vs Bond Funds

Investment Basics Series: Bonds vs. Bond Funds

How do I decide whether to invest in individual bonds, bond funds or both? In our last post, we addressed why we typically advise using stock funds instead of individual stocks to implement your investment strategy. Today, let’s talk about why we usually recommend the same for bonds.
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Stock Funds

Investment Basics Series: Stocks vs. Stock Funds

How do I decide whether to invest in individual stocks, stock funds or both? So far in our summer series, we’ve been talking conceptually. As we inch toward the end of summer (bummer), let’s discuss a few logistics. To put rational theory into practice, we feel most investors are best
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rebalancing

Investment Basics Series: What Is Rebalancing?

What is rebalancing? Why and when should an investor do it? “Buy low, sell high.” The expression is so familiar that it’s become a cliché. And yet, few investors actually follow this most basic advice. Instead, they panic and sell (low) during market crises, and chase already-hot stoc
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Diversification

Investment Basics Series: What Is Diversification?

What is diversification and why does it matter to you as an investor? Risk, Return and Diversification If market risk is the fuel that drives expected returns, diversification is your steering wheel for navigating more assuredly toward your desired destination. As we covered in our la
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Investment Basics

Investment Basics Series: What Are Market Risks?

What are market risks, and how should you approach them an investor? Nothing Ventured, Nothing Gained We’re all familiar with how risk is a double-edged sword. Those who are willing to take on daring risks improve their odds for reaching the greatest rewards. But they also can fall th
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Investment Basics 4

Investment Basics Series: What Is Asset Location?

What is asset location and why does it matter to you as an investor? Let’s begin by noting that asset location should not be confused with asset allocation, which we addressed in last week’s post. The two are related, but each makes its own contribution to your investment experience.
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Investment Basics Series: What Is Asset Allocation?

What is asset allocation and why does it matter to you as an investor? In last week’s Investment Basics Summer Series, we defined asset classes as categories (classes) by which we organize individual securities (assets) that share significant factors. To review: There are broad asset
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Investment Basics

Investment Basics Series: What Is an Asset Class?

What is an asset class, and why does it matter to you as an investor? Asset classes are categories (classes) by which we organize individual securities (assets) that share significant factors. Significant factors are the ones that help us associate an investment with a particular leve
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Investment Basics Series

Investment Basics Series: Why Invest to Begin With?

As we kick off our Investment Basics Summer Series, we’ll lead with the most important question of all: Why are you investing to begin with? It’s common for advisers and investors alike to rush into talking terminology and leveraging logistics, without first setting the all-important
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