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Indices Are Not All Weighted Equally

March 3 2008

Any investor who’s watched CNBC can tell you that the three major equities indices followed in the US are the Dow Jones, S & P 500, NASDAQ Composite and NCDEX Commodity Index. While they are well known by many investors, few would be able to explain...

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Stocks vs. Bonds

March 01 2008

Stocks and bonds: the two cornerstones of corporate America’s capital structure

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Reason Stocks Move

Why do stocks change up and down?

ABC's of Mutual Funds

There are many different types of mutual funds

Open vs. Closed Funds

What is the difference between mutual funds?

Mutual Fund Fees

Mutual fund fees can be quite confusing

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Risk Adjusted Returns

March 01 2008

In our previous article, we discussed some common measures to evaluate risk in an investment. In our second..

Dangers of Leveraged ETF's

A relative new comer to the investment asset community is the Exchange Traded Fund or ETF for short. ETF’s are similar to both open and closed end...

Stocks vs Bonds: Different Investments in Your Portfolio

Stocks and bonds: the two cornerstones of corporate America’s capital structure and the foundation for any modern investor’s portfolio.  While both are bought ...

Risk Adjusted Returns: Risk

Anyone who’s visited a casino and played roulette knows that there are different odds and payout structures to the game. Taking outside bets (red or black) has a...

Risk Adjusted Returns: Returns

In our previous article, we discussed some common measures to evaluate risk in an investment.  In our second article, we will discuss methods used to..

Open vs. Closed End Funds Differences

For a majority of investors, especially those unfamiliar with investment analysis, mutual funds have been the go to investment. Why would anyone take time to...

The ABC's of Mutual Fund Fee's

Mutual funds, and more specifically load bearing funds, are some of the most widely held investment positions in the average investor’s portfolio today. They dominate...

Closed End Funds and NAV

Unlike open end funds, which are continuous offerings, closed end funds are mutual funds where the number of shares offered are limited.   The main result...

Freedom From Mutual Fund Fees

Regardless of your sweet tooth, we all would like to have our cake and eat it too. Of course, with each passing day, we’re disappointed to learn this is easier said

Why Stock Prices Go Up and Down

The markets are filled with a variety of participants. Much like any aspect of life the markets are filled with people who make things better and those who make...