Considering Yield to Worst

Investors often consider yield when assessing the expected return of a bond. Yield to maturity equates the current price of a bond to its coupon structure.
Six Financial Best Practices for Year-End 2020

While we all prepare for a fresh start in the new year, here are six financial best practices to help you efficiently close out 2020.
The Mechanics of ETFs

Exchange-traded funds (ETFs) share many features with mutual funds, but the process of buying and selling them is different.
Dividends in the Time of COVID-19

Those receiving dividends may have been surprised to see lower-than-expected payouts following the onset of the coronavirus pandemic.
Presidential Election Reflection

In the run-up to the U.S. presidential election, you’ve probably been hit by enough breaking news to propel you well into 2021.
Presidential Elections: What Do They Mean for Markets?

In financial circles, presidential elections inevitably lead to discussions on the potential impact they can have on the markets.
Investing in FAANG Stocks: Should You Expect Unexpected Returns?

Investment returns have two parts: the expected return and the unexpected return. Which of the two applies with FAANG stocks?
Lump-Sum Investing vs. Dollar-Cost Averaging: Round 2 – Actual Outcomes

When deciding to use lump-sum investing (all at once) or dollar-cost averaging (over time), it’s unlikely to matter nearly as much as whether you invest efficiently to begin with.
Quarterly Report on Q3 2020

In third-quarter markets that represented a second consecutive quarter of gains, what stock outshone the others in the S&P 1500 Index?
Elections Matter, But Not So Much to Your Investments

Election years can be fraught with uncertainty as candidates predict their effects on the economy, the markets and your investments.