Cash By Any Other Name: Making Sense of Cash Mergers

Why do we invest in stocks? Many of us do so because stocks offer higher expected returns than cash and short-term government debt.
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?