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Personal Finance

Why You Need a Roth IRA

Roth IRAs provide certain advantages beyond traditional IRAs.

The Investor's Bookshelf

Recommendations for investment books that genuinely offer some good tips for investors.

Meet EDGAR

EDGAR is the acronym for electronic data gathering and retrieval. The Securities and Exchange Commission (SEC) requires all entities that offer securities to the general public to make periodic filings to the SEC electronically – this is done through EDGAR.

The Beauty of Options

Options provide a chance to turn small investments into large profits by employing simple leverage.

A Guide to IPO Investing

Investing in recent IPOs is much like investing in seasoned stocks, with the noted exception of the limited availability of information.

Understanding Financial Reports: Easier than you Think

The ability to understand financial reports of your current holdings or potential investments is essential knowledge for individual investors.

Valuation Metrics

Valuations are assessments of market capitalization as compared to the company's intrinsic value.

Blank Checks Make a Comeback

Buying stock at an initial public offering is an act of faith, but investing in so-called "blank check" companies, startups with no operating assets (and no guarantee they will find any), products, or staff, is an act of blind faith.

Lazy Portfolios for the Time-Challenged Investor

With the proliferation of mutual funds and exchange-traded funds (ETFs), even the most time-challenged investor can begin and sustain a fine investing program.

All Graduates Need Apply!

Tomorrow is my nephew's graduation. He's only leaving the eighth grade, excited to begin high school next year, but this momentous event serves to remind me of my promise to him - and to me - to help steer his financial course as he proceeds through life.

Large Cap Indexes

The Dow Jones Industrial Average (DJIA), first compiled by Charles Dow in 1896, is the accepted benchmark of how well stocks perform each business day.

Mid Caps: Don't Ignore The Middle-Child

When risk and return are taken into consideration, mid caps have outshone the rest of the market for the last 20 years.

Small Cap Indexes

Stock indexes provide a gauge for how the market is performing.

OTC Stocks: Information about Bulletin Board (OTCBB) Stock Trading

OTC stocks are traded over the OTC Bulletin Board quotation system. The OTCBB is a regulated quotation system which includes more than 3,300 national, regional, and foreign securities.

More Special Situations: Global Mergers & Stock Splits

How you can profit from unusual, but quite frequent events

Profitable Special Situations: Spin-Offs

How you can profit from unusual, but quite frequent events

Technical Analysis: Using the Past to Forecast the Future

Dig deeper: technical analysis is an analytical system that looks for buy and sell signals in patterns formed in charts of stock prices.

Growth or Value? Why not a blend of both?

Investors often find themselves lodged between two schools of thought.

A Little Planning May Save You Lots of Taxes!

How to determine the optimum strategy for keeping the taxes on your investment gains to a minimum.

The Federal Funds Rate

What is the connection between the interest rates the Fed meets to discuss and the stocks in your equity portfolio?

S&P Small Cap 600: Providing Liquid & Financially Stable Small Caps

Noting the poor liquidity and relative financial instability of small-cap equities, Standard & Poor's developed the S&P SmallCap 600 in 1994.

Small-Cap Investing: A Boost to your Portfolio Returns

When investors hear "small cap," it usually conjures up three words: Risk, loss or excitement.

Estate Planning: Preserving Your Wealth

An overview of some of the tools that are available to help you in your quest for estate planning knowledge.

Tips to Make 2007 Brighter!

The end of the year is the perfect time to think about plans and goals for 2007, and to develop a strategy to achieve them.

The Season for Giving - and for Stealing!

While the holiday season is a time of giving, unfortunately it's also a lucrative feast for criminals and scam artists out to make a quick buck.

Paul Rolfes

Mutual Fund Investing: Overview

Paul Rolfes

Whether you are looking to invest in small caps, large cap stocks, or certain sectors, mutual fund investing is a popular choice. SmallCapInvestor.com explains not only small cap mutual funds but the benefits, fees and other general facts about mutual fund investing.

Employers, Pay Yourself First: Invest in Your Retirement

Retirement plans created specifically for the self-employed