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Investing

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Investing
Read the room: Why quarterly earnings conference calls are worth a listen
Get it straight from the source.
The collar option strategy combines income from a covered call and downside protection from a protective put.
Investing
Option collar strategy: Can you get free price protection?
Kinda sorta. But there are trade-offs.

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What is a value chain, and how can you use it to make better investment decisions?It’s what links supply to success.
Stock market trading time frames: Aligning strategy and personalityOnly time will tell … but how much time?
Dividend aristocrats and kings: Investing for the long haulRoyal dynasties of dividend growth.

Explore all in Investing

0DTE options trading: High risk or hype?
Every weekday is expiration day. Is that a bad thing?
1031 exchange rules: How to avoid capital gains tax when selling property
It’s a “like-kind” kind of thing.
3 liquidity ratios: Assessing short-term financial viability
A liquid moat to pay the note and stay afloat.
4 ways to invest in cryptocurrency stocks
An indirect path to crypto exposure.
A trio of inflation indicators: CPI, PPI, and PCE
Price indexes to track inflation.
Altcoins, coins, and tokens: What’s the difference?
Dissecting “crypto-speak.”
Alternative investments: Beyond stocks and bonds
What are alternative investments?
Analyzing an income statement: A key to fundamental stock analysis
Tracking business health and profitability.
Angel investor vs. venture capitalist: What’s the difference?
Do angels lead the way where VCs fear to tread?
Arbitrage and the invisible hand: Enhancing price efficiency across markets
From Adam Smith to market makers (and Airbnb)
Are central bank digital currencies the future of global money?
The theoretical vs. the reality.
Are markets efficient? How Eugene Fama kicked off a controversy
Research is futile?
Avoiding emotional investing: Strategies for better decision-making
Practice keeping your cool.
Basic stock analysis for beginners
Getting down to fundamentals (and technicals).
Basics of margin calls: An unpleasant flip side of using leverage
When the double-edged sword draws blood.
Beyond banks and brokers: All about decentralized finance (DeFi)
Can it be trusted with your assets?
Bollinger Bands: A powerful technical tool for traders
Dual insights from a single indicator.
Bond duration: Price, yield, and time to maturity
Long-dated bonds are so sensitive …
Bond market basics: Here’s what to know
Let your comprehension mature.
Bond ratings: Report cards for risk
The AAA to D of fixed-income ratings.
Bull and bear markets: What to know about each
… and how savvy investors respond.
Business structure basics: Corporation, partnership, sole proprietor, LLC
It’s about control, flexibility, liability, and taxes.
Commission-free stock trading: Is there a catch?
There’s always a cost to “free.”
Common trading biases and how to overcome them
Don’t fall victim to overconfidence, confirmation, recency, or cognitive fallacies.
Compounding interest and investment returns: The incremental approach to building wealth
Time is money.
Consumer spending: Here are the top reports to follow
Tracking the state of the consumer.
Contango vs. backwardation: What’s the difference?
Navigating the price slopes.
Crypto forks: What they are and how they work
When a blockchain needs to forge its own path.
Crypto use cases: 9 ways to use cryptocurrency to manage money
It’s becoming more useful—but be careful.
Cryptocurrency exchanges: Where to buy and sell Bitcoin and other digital assets
Every market needs a marketplace.
Cryptocurrency regulation: Rules are in development
Crypto policies are maturing (and changing).
Cryptocurrency scams: 8 crypto cons to avoid
Stay informed and be alert.
Cryptocurrency wallets: The ultimate beginner’s guide
Some like it hot; some like it cold.
Cycle race: How sector investing can help investors navigate bull and bear markets
It can smooth performance.
Day trading, active trading, and investing: What’s the difference?
It’s about time!
Decentralized autonomous organizations: DAOs as an alternative investment
Blockchain is changing the structure of organizations.
Decoding the Sharpe ratio: A measure of risk vs. reward
Is your portfolio manager using risk appropriately?
Defensive and cyclical stocks: What investors should know
Safe havens vs. boom-or-bust.
Different margin for different traders: Reg T, futures margin, and portfolio margin
Regular, enhanced, and super-duper.
Direct peer-to-peer lending: An alternative investment?
Know the risks if you want to lend like a bank.
Directional risk in options: Understanding delta and gamma
The rate of change of the rate of change.
Dividend aristocrats and kings: Investing for the long haul
Royal dynasties of dividend growth.
Do I need fixed-income investments in my portfolio?
The bonds that hold it together.
Dots and dollars: The Fed dot plot, explained
For interest rate projections, read between the dots.
Economic cycles: Investing through boom and bust
Four phases to monitor.
Entrepreneurs vs. small business owners and corporate executives: What’s the difference?
Building a business from the ground up—and assuming the risk.
Equity crowdfunding: A bold new frontier for investors and entrepreneurs?
Crowdfunding just got leveled up.
ESG investing trends: Performance, greenwashing, and more
Investing with a green thumb.
ETFs vs. mutual funds: A comparison of fund types
What are the differences?
Ethereum gas fees: The cost of doing (crypto) business
The meter keeps running.
Fibonacci trading strategies: Analysis, techniques, and debates
See it in nature; see it in price patterns.
Financial advisors: Why you might or might not need one
There’s no right or wrong answer.
Financial market participants: Market makers, institutional investors, and you and me
It takes all kinds to make a market.
Financial regulators: The market police
Guardians of the markets.
Following the money flow: How the global currency market works
Money: It sorta makes the world go round.
Fractional shares: Slicing stock into bite-size pieces
No long-division calculations necessary.
From the Nifty Fifty to the Magnificent Seven: How all-star stocks are picked
Growth, glitz, and guts.
Fundamental analysis: How it can help you determine a stock’s value
The financial and economic factors.
Futures contract specifications: Know the delivery terms before jumping in
Specs are a key part of any risk assessment.
General partner vs. limited partner: Differences, pros, and cons
Rights, responsibilities, and risks.
Get your portfolio’s passport stamped: Reasons to consider international investing
Own a little bit of the great big world out there.
Gold-plated investing strategy? Shiny metal and your portfolio
All that glitters is an alternative investment.
Goodwill accounting: A complicated part of mergers and acquisitions
Keeping the balance sheet balanced … with an asterisk.
Got stock, or looking to acquire shares? Two options strategies to consider
Moving from speculator to strategist.
Green bonds: ESG investing meets the fixed-income market
Fight climate change and earn a return.
Harry Markowitz and modern portfolio theory
Whatever you call it, MPT revolutionized finance.
Hedge funds: How they work, types of strategies, and some of the big players
Two words: Expensive and complex.
How joint ventures help companies expand opportunities
The lowdown on joining up.
How smart contracts work with blockchain: A step-by-step guide
From creation to execution.
How start-ups move from seed funding to Series C
Nurturing a start-up.
How the capital asset pricing model (CAPM) changed investing
You probably use it, even if you don’t know it.
How to invest according to your values or your faith
Aligning your money and your beliefs.
How to invest in art and collectibles: From pastime to portfolio
Could your collection bring you riches?
How to spot and invest in a unicorn company
The payoff (and the risks) can be real.
How to start investing while repaying student debt and loans
An early start can make a big difference.
How to understand mutual fund expense ratios
Are you getting your money’s worth?
How you can use SWOT analysis when choosing investments
Strengths, weaknesses, opportunities, threats.
If your child is earning money, here’s why they might want a Roth IRA
A Roth for all ages.
In the market for a financial advisor? Here are 8 questions to ask
Due diligence starts with you.
Inflation impact: Rising prices project strength, but too much is painful
Why “Goldilocks” inflation is best.
Inflation protection from Uncle Sam: Here’s how I bonds can help you save
A partial offset to the pain of rising prices.
Intro to options: A different way to participate in the stock market
Learn about calls and puts.
Introduction to financial markets: What are markets, and why do they exist?
Finding a fair price and allowing for easy exchange.
Investing in chip stocks: What are semiconductors?
A micro thing with a macro impact.
Investing with a robo-advisor
A cyber-financial planner.
IPO need-to-knows: Basics of initial public offerings
A company’s way to say “hello.”
Is 60/40 dead? An asset allocation method hits hard times
Is it time to adjust?
Is a dividend investing strategy right for you?
Owning a stock has its entitlements.
Is Bitcoin bad for the environment? Targeting ESG-friendly crypto investments
Crypto, climate change, and your portfolio.
Jobless claims and JOLTS: Piecing together the job market jigsaw
The puzzling job of analyzing jobs.
Line, bar, and candlestick charts: 3 types technical analysts use
Learn to read the stories charts are telling.
Margin account vs. cash account: What to know before you trade
Stability and simplicity vs. flexibility and buying power.
Market capitalization: Its impact on stocks and your investing strategy
Size does matter.
Market makers: Keeping markets efficient, liquid, and robust
They bridge the gap between buyer and seller.
Market order, limit order, or stop order: What are they and which should you use?
Basic order types: The long and short of it.
Market volatility: Identifying and quantifying investment risks
The battle between fear and greed in the market.
Measuring options risk: Delta, gamma, theta, and vega (and rho)
Are they Greek to you?
Mergers, acquisitions, and other ways companies join forces
The risk is huge, and so is the reward.
Municipal bonds: Build a brighter future for your community and your savings
Where your money meets Main Street.
My stock is drifting down. Should I buy the dip?
Just watch out for falling knives.
Navigating the markets with moving average convergence/divergence (MACD)
A technical indicator that tracks momentum.
Navigating the pattern day trader rules
Active trader? Capital required.
Need financial guidance? Here are 4 types of financial advisors
Which (if any) is right for you?
NFT use cases: 8 innovative ways to use non-fungible tokens
NFTs can tokenize almost anything.
On-balance volume: Joseph Granville’s pioneering indicator in technical analysis
It’s the power of volume.
Option collar strategy: Can you get free price protection?
Kinda sorta. But there are trade-offs.
Option specs: American vs. European exercise; physical vs. cash settlement
Know the terms of the trade.
Option theta, vega, and implied volatility: Navigating uncertainty
Time and tide wait for no option contract.
Payment for order flow: How it works and why it matters
The price of low (and zero) commissions.
Portfolio diversification: What investors need to know
That eggs-and-baskets advice.
Price floors and ceilings: Areas of support and resistance in the markets
Know where price might bounce.
Primary markets and secondary markets: Two important cogs in the wheel of capitalism
Buy and sell—not necessarily at bargain prices.
Private economic reports: Looking beyond Uncle Sam’s data
Second opinions aren’t just for medical info.
Private equity: What is it, and can I invest in it?
You’ll need patience and deep pockets.
Proof-of-work vs. proof-of-stake: Comparing two blockchain verification types
Two validation methods, one goal.
Quarterly earnings and earnings per share: The company profitability snapshot
Peek at a company’s health.
Rare earth metals: What are they, and are they a solid investment?
It’s amazing how much they impact modern life.
Read before investing: Why the prospectus matters
It’s the rule book and the playbook.
Read the room: Why quarterly earnings conference calls are worth a listen
Get it straight from the source.
Ready to roll? Keeping an option strategy intact past expiration
Lots of options for rolling options
Regulation Best Interest: A rule to protect investors
Your broker-dealer is required to be on your side.
Regulation of the OTC derivatives market: Before and after the Dodd-Frank Act
Making the swaps market work, even in times of crisis.
REITs: Targeting income, capital appreciation, and diversification
Real estate investing goes beyond your home.
Retail forex trading: An introduction for active investors
The global currency market at your doorstep.
Risk vs. reward: The first step toward measuring and managing risk
Keep your balance.
Running the life insurance numbers: Determining your coverage
How much do you need, and how much will it cost?
Sales loads, 12b-1 fees, and more: A closer look at mutual fund fees
A little slice for management.
Selling call and put options: A guide to the risks and rewards
Your rights vs. your obligations.
Selling vertical put option spreads: Defined risk and reward with a bullish bias
It’s a probability/profit trade-off.
Shining a light on shadow banking: Benefits, risks, and regulations
We all use them, even if we don’t know it.
Should I try to time the market? Tops, bottoms, and trends
Timing your trades? Don’t get clocked.
Should you invest in Series I Savings Bonds? Pros and cons of inflation-linked investments
Timing is everything.
Slicing the market pie: How stock splits work and why they matter
If you cut it in half, will it grow back?
Smart contracts vs. dApps—how are they different?
Digital handshakes for specific conditions.
Special purpose acquisition companies (SPACs)
A twist on IPO investing.
Stability amid the volatility of crypto: Stablecoins explained
The crypto facilitators.
Starting your stock analysis? Here are the best financial ratios to watch
Let’s dig into some numbers.
Stock buybacks: The strategy behind share repurchases
Greed or growth?
Stock dividends: Seem like free money, but it’s a bit more complicated
Income from ownership.
Stock index funds: Simplicity and lower fees, but you’re tied to index performance
Not as glam—or risky—as stock-picking.
Stock investment risk: Understanding systematic and idiosyncratic risks
Understand, minimize, mitigate.
Stock market basics: Earnings and other key drivers of share prices
Ownership has perks. And risks.
Stock market indexes: Tracking Wall Street in real time and long term
The market’s scorekeepers.
Stock market trading time frames: Aligning strategy and personality
Only time will tell … but how much time?
Stock sector performance and a sector investing example
Different components, different outcomes.
Strategies to diversify your cryptocurrency portfolio
Four ways to spread out your crypto risk.
Supply chain management: From raw materials to retail
Getting from ground to gadget.
Taking the economy’s temperature: How understanding GDP can help you make better investing decisions
Checking the measurements.
Tax-loss harvesting: Maximizing tax efficiency in your investment portfolio
Strategies for capital gains and loss optimization.
Technical analysis: Is there predictive power in chart data?
Discover why the trend is your friend.
Technical indicators: The tools of the trade
Analyze price trends, trading volume, and more.
The 11 stock market sectors: What they are and why they matter
Which slice would you prefer?
The broker and the exchange: Getting the order filled
Who all is involved in your trades?
The corporate balance sheet: Assets, liabilities, and owners’ equity
Taking stock of your investments.
The government’s stimulus toolbox: Fiscal and monetary policy
Purse strings and spigot.
The great debate: How growth vs. value stocks differ and why each could be worth owning
It’s the ultimate argument among stock investors.
The greater fool theory: The root cause of market bubbles?
Bubbles blow, bubbles grow, bubbles pop.
The income statement: Money coming in and going out
A tool for tracking revenue and expenses.
The life cycle of a buy or sell order: How trades happen
Complex transactions in the blink of an eye.
The life-cycle theory of savings and personal finance
Your lifetime spending habits affect more than you might think.
The stock investor’s guide to Blue Ocean Strategy
Dive into innovation without getting bitten.
The swaps market: How companies manage interest rate and other risks with OTC derivatives
Strangers in the night, exchanging cash flows.
Thinking about socially responsible investing? Here’s what to know
The E, S, and G.
Trading crypto? Using it in transactions? Are you mining or staking? Your crypto is taxable
Uncle Sam gets a slice of your digital profits.
Trading psychology: Mastering your emotions and instincts for successful trading
A trader can be their own worst enemy.
Trading with price action analysis
Explore price territory without a map.
Understanding mutual funds: Types, investing styles, fees, and other basics
How mutual funds work.
Understanding the complexities of exchange-traded notes (ETNs)
They look like ETFs, but they’re quite different.
Unlocking the power of the Chaikin money flow indicator
A technical analysis tool for tracking accumulation and distribution.
Using moving averages to gauge market trends
Smooth out price volatility.
Using Porter’s 5 forces to analyze stocks and identify market leaders
Decode the strategy behind the shares.
Using the stochastic oscillator to anticipate market turning points
Looking for a price reversal?
Vertical call option spreads: Defined risk and reward with a bearish bias
Putting time on your side.
Video streaming services: Who’s who and what’s next?
After the streaming war comes the subscription fatigue.
Want to be an activist investor? As a shareholder, start with proxy voting
It’s your chance to vote your views and your conscience.
Want to limit your downside risk? Introducing the protective put strategy
Collision insurance for your stock holdings.
What are closed-end funds, and are they risky?
Yields can be enticing, but understand why.
What are commodities? The raw materials driving the global economy
From the ground up.
What are cryptocurrencies and why is the world paying attention?
A crypto FAQ for beginners.
What are exchange-traded funds (ETFs) and how do they work? An investor guide
They’re like mutual funds, but different.
What are junk bonds? The risks and rewards of high-yield fixed income
Some are more junky than others.
What causes currency exchange rates to rise and fall?
Money never sits still.
What does the monthly jobs report tell us and why is it so important?
The big kahuna of government economic reports.
What housing market data can indicate about the broader economy
Home sweet home.
What investment types can I use to build a diversified portfolio?
The usual, but there are alternatives.
What is a corporate social responsibility (CSR) report?
The sustainability scorecard.
What is a DPO? Taking a direct approach to the public markets
Like an IPO, but different.
What is a fixed-income ladder?
Rungs and interest rates.
What is a futures contract?
They’re uniquely forward-looking.
What is a value chain, and how can you use it to make better investment decisions?
It’s what links supply to success.
What is blockchain and how does it work?
Decentralized and immutable.
What is crypto mining and how does it work?
It’s like digging for digital gold.
What is cryptocurrency staking?
HODLing your way to passive income.
What is dollar cost averaging?
Getting more for your money?
What is leverage in trading? A powerful tool for doing more with less
But it’s dangerous if misused.
What is market seasonality and why does it occur?
To everything—turn, turn, turn.
What is preferred stock, and how does it differ from common stock?
Taking stock.
What is private credit? A guide to direct lending
Diversifying in the alternative debt market.
What is proof of work? Explaining blockchain verification
Trust but verify.
What is reshoring, and why are American companies shifting toward it?
Globalization in reverse? Deglobalization?
What is stagflation? A double whammy of headwinds
When the economy slows, but prices don’t get the memo.
What is the industrial production and capacity utilization report?
A way to mine for economic clues.
What is the metaverse? Understanding investment opportunities and risks
Investing in virtually anything.
What is the Relative Strength Index (RSI)?
Identify what’s overbought and oversold.
What is the U.S. monthly retail sales report and why does it matter?
Are consumers spending or not?
What is Web 3.0? Understanding Web3 decentralized Internet
Giving digital control and privacy back to users.
What to know about leveraged and inverse ETFs
Unless you’re day-trading, steer clear.
What’s the difference between day trading and swing trading?
A quick move or a longer setup.
What’s the yield curve? Charting interest rates and the economy
Upward, downward, and sideways.
When the upside is down: An intro to short selling of stocks
Zig when the market zags.
Why emerging markets might be worth owning in a diversified portfolio
Risks and rewards to consider.
Why too much inflation or deflation isn’t a Goldilocks scenario
The road to “just right.”
Wondering how to invest in real estate? Four ways to get started
Strategies to own property.