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| Home : Personal Finance : Investing 101 |
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Investing 101Why You Need a Roth IRARoth IRAs provide certain advantages beyond traditional IRAs. The Investor's BookshelfRecommendations for investment books that genuinely offer some good tips for investors. Meet EDGAREDGAR 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 OptionsOptions provide a chance to turn small investments into large profits by employing simple leverage. A Guide to IPO InvestingInvesting 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 ThinkThe ability to understand financial reports of your current holdings or potential investments is essential knowledge for individual investors. Valuation MetricsValuations are assessments of market capitalization as compared to the company's intrinsic value. Blank Checks Make a ComebackBuying 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 InvestorWith 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 IndexesThe 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-ChildWhen risk and return are taken into consideration, mid caps have outshone the rest of the market for the last 20 years. Small Cap IndexesStock indexes provide a gauge for how the market is performing. OTC Stocks: Information about Bulletin Board (OTCBB) Stock TradingOTC 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 SplitsHow you can profit from unusual, but quite frequent events Profitable Special Situations: Spin-OffsHow you can profit from unusual, but quite frequent events Technical Analysis: Using the Past to Forecast the FutureDig 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 RateWhat 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 CapsNoting 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 ReturnsWhen investors hear "small cap," it usually conjures up three words: Risk, loss or excitement. Estate Planning: Preserving Your WealthAn 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. Your Children: An Investment in their FutureThere's one more item I'd like you to add to your list that will reap huge benefits for years, and for generations - far into the future: Teaching your children about investing - and creating investment accounts for them. How to Profit from the Resurgence of the IPODuring the technology boom and bust of a few years ago, initial public offerings (IPO's) were on the tip of the tongue of almost every investor and financial professional I met. Tax Tips for Year-EndIt's the time of year when our thoughts turn to holiday festivities and, yes - tax planning! Investing for Women: It's Your Turn, Take It!For several years, I've been speaking and conducting workshops at financial conferences across the country. And for the lion's share of that time, I have looked out upon an audience of mostly retirees - comprised primarily of men. Fixed Income Investing - Part IIAn overview of the many types of fixed income and hybrid (equity/fixed income) investments that are available in the marketplace. Fixed Income Investing: A Portfolio NecessityDiversification of your portfolio is crucial to your investing success; owning fixed income investments as well as equity securities is a key to building that diversification. Industry Analysis Made EasyThere is one more complementary sector of fundamental analysis that is also of extreme import: Analyzing the industry in which a company operates. Hedge Funds, Part IIWe look at investor qualifications, compensation of managers, the regulatory environment, and problems in the hedge fund industry. The A,B,C's of Hedge FundsTo most investors, the words 'hedge funds' conjure up two visions: 1) Exotic private vehicles in which only the very wealthy can participate, and 2) extremely speculative ventures suitable only for highly sophisticated investors. Selecting a Broker or Asset ManagerOne area that often still remains a dark mystery is how to find a good broker or asset manager. Fortunately, that process is not as difficult as most investors believe. 529 Plans – Part IIThe numerous benefits for both the owner, as well as the beneficiary, of 529's and resources for further research. 529 Plans – Part IThe 529 Plan, the college-funding investment that has experienced explosive growth in the last few years, with more to come in light of recent favorable federal regulation. The Internet: The Answer to a Researcher's Dream!Most of us do not want to spend an arm and a leg to find just a few investments to purchase every year. Fortunately, there are a couple of sites that will work very well for you. Peter Lynch Makes Value Investing a Household WordPeter Lynch - the longtime Fidelity Magellan fund manager - brought the concept of Value Investing to the masses with his books One Up On Wall Street and Beating the Street. Value Investing is Back in VogueAn increasing number are tapping into that old standby that can be counted on through thick and thin: value investing. The Easy Way to Invest: Dividend Reinvestment PlansWith DRIPs, investors can start small, buying as little as one share of stock, at vastly reduced commissions. Make an Investment Plan...for LifeTo ensure that you have the resources you need for every stage of your life, it is imperative that you have an investment plan for each of those periods. Easy Reading: The A, B ,C's of Understanding Annual ReportsIn my investing seminars, I make it a point to ask my audience for a show of hands to find out if they actually read the financial statements sent to them by the companies in which they invest. The 7 Critical Steps to Profitable InvestingKey metrics that should help you get the most in understanding a company, its operations, and its underlying business.
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