Morningstar

Investment advisers and the investment industry has continuously stressed the importance of diversification and asset allocation, however investors have often ignored this, as they were too busy chasing high returns. Since the market meltdown over a year ago investors have learned a hard lesson that asset allocation is vital to an investment portfolio. In this [...]

As mentioned in my other articles, there is no definitive answer for who is the best discount broker. The best discount broker for you may not be the best for others — it really depends on your investment style and needs. My previous list of discount brokers focuses on brokerage firms for active traders who [...]

Tomorrow is Labor Day, I hope that you’re enjoying your long weekend (if you have one). For me, Labor Day is a good time to reflect about the reasons why you are working at your job or business. Is it for money? to support your family? to fulfill a dream? Do you hate your job? [...]

There are so many discount brokers, but which one is best? This is a common question among investors. But there is no right answer because it really depends on your investing style and other considerations. On this blog, you can find a list of best discount stock broker sorted by price. This is great if [...]

The following is a list of top discount brokers focused on cheap online stock trading for active traders. It is sorted from the lowest commission cost to the highest. Recommended brokers are selected based on users’ votes and reviews. In addition, special offers and features for these discount brokers are listed to help you decide. [...]

The financial terms below are commonly used throughout this web site.  Clicking on a term will send you to the term page with a brief definition and a list of articles related to the term.

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A
B

401(k)
529 Plan

Adjustable Rate Mortgage (ARM)
Alternative Income
Annual Percentage Rate (APR)
Annual Percentage Yield (APY)
Annuity
Arbitrage
Asset Allocation
Asset Location

Bond
Bond Fund
Budgeting

C
D
E

Capital Gains
Certificate of Deposit (CD)
Commodities
Contribution Limit
Correlation
Credit Report
Credit [...]

First, let me start off by saying that there are several advantages of investing in mutual funds and I do use mutual funds in my portfolios.  However, there are several disadvantages of investing in mutual funds that may not be obvious to new investors.  In this article, I’ll review some of the problems with mutual [...]

Asset allocation is an investing a strategy for maximizing gains while minimizing risks in your investment portfolio. It involves diversifying your assets among different broad categories of investments, such as equity, fixed income, and money market, etc.  By reducing your investment risks, you’re in a better position to meet your financial goals.
How Asset Allocation Works
The [...]

This is the 8th issue of the Ask The Expert column by Larry Swedroe. You can see Larry’s full biography and important disclaimer below. If you are interested in having your question answered by Larry, please send me an email via the contact page.
Now, let’s get to the questions and answers (please note that the [...]

Last week, I wrote Introduction To Morningstar Style Box and thought it’s a good idea to start writing more introductory level articles about investing. Over the next few weeks, I am hoping that I could organize my Investing archive into an “Investing for Beginners Series” for your convenience. In this article, I’ll attempt to answer [...]