To gauge growth, you need to measure it, and that requires a measuring device. Carpenters use a tape measure, fruit sellers use a scale, and investors use standardized portfolios called benchmarks. Sure, you might be making money, but are you optimizing your gains? Do your gains match your risk exposure? Do your losses indicate that …
When earnings season arrives, the best investors pay attention. That’s because it brings with it an indication of the stock market’s health, the economy, and individual companies. We say “season,” but there are really four earnings seasons during the year. Companies report their earnings and financial status quarterly, and the reports can cause a lot …
The price-to-earnings ratio is one of the most crucial ratios used by investors to determine whether or not a stock is overvalued, fairly valued, or even undervalued. In this article, we’ll carefully analyze what factors influence the analysis of the price-to-earnings ratio and its importance when picking stocks and deciding whether or not to invest …
The stock market pushes or drags your asset’s value with it. When it soars, you feel the highs, and when it dips, you feel the pain. But what really moves the stock market? Identifying trends in times of market volatility can be invaluable to your investing strategy. Knowing how they affect your holdings is the …
Planning for retirement can be a daunting task. But don’t worry. Everyone’s an investing expert, and they’ll happily share their expertise with you! (Just kidding). While the people around you might mean well, they’re often just repeating myths – some good, some bad. Some will tell you to invest every dime in the latest overhyped …
Choosing investments is tough, even for professionals. Using limited information, we try to guess the future value of investments in an unpredictable market. In an attempt to manage this uncertainty, financial experts have developed many formulas, tools, and models to analyze and compare past performance in an attempt to understand how investments might perform in …
Announcement: All major U.S. stock markets will be closed on Monday December 26, 2022 for the Christmas holiday. As the holidays approach, you might be wondering if Christmas will affect your investment portfolio. The short answer is yes, there may be an effect; although not for the reasons you might think. How Christmas (and other …
Stock evaluation doesn’t have to be overwhelming. Many people shovel money into a brokerage firm and let them figure it out. But what if you want to get a bit more involved? With a bit of research, you can take control of your money and choose some companies to invest in on your own. All …
Volume is an essential part of stock trading analysis. It shows current trends, buyer and seller sentiment, and which company shares are more liquid than others. This number changes wildly as crucial information comes in and savvy traders analyze. If you’ve been investing or have ever looked for a new company to get into, you’ve …
In finance, you will often hear the names “bull” and “bear” describe certain market conditions. For example, you may have heard that the U.S. has been in the bear market territory for most of 2022. But what do these large animals have to do with investing, and how often do they rear their heads? Let’s …