The Santa Claus Rally is the name given to a seasonal phenomenon during the year’s last five trading days and the first two sessions of the new year, when stocks have historically performed exceedingly well.… Read More »Have You Heard of the Santa Claus Rally?
Dollar-cost averaging is a popular strategy for building investment positions over time. It refers to the practice of building investment positions by investing fixed dollar amounts at equal time intervals, as opposed to simply investing… Read More »What is Dollar-Cost Averaging and Does it Really Work?
What Is It? Portfolio rebalancing can be described as portfolio maintenance for your investment portfolio. It performs the necessary transactions in your portfolio to bring it back into alignment with your selected asset allocation. In… Read More »Portfolio Rebalancing
What is it? Modern Portfolio Theory (MPT) was developed in the 1950s by Harry Markowitz. It helped change the way investors view building an investment portfolio to help meet their financial objectives. Before MPT, investors… Read More »Modern Portfolio Theory
Every person being is unique. Some people are inherently risky, while others would much rather play it safe, even if it means giving something up because of it. From an investing perspective, that means the… Read More »The Best Investing Strategy for You
What is it? Passive investing is an investment strategy in which, instead of trying to “beat the market,” an investor attempts to mimic the return of a stock or bond market index – for example… Read More »What is Passive Investing? Is It Right For you?