Stock market indexes are by far the most widely used tools in making investment decisions. But many investors take for granted what market indexes are and the many roles they play within their portfolio strategy and throughout the financial ecosystem. In this article, we’ll take apart the core structure of… ( Read More )
What are Wealth Advisors, Portfolio Managers and Traders
Like any natural habitat, the Wall Street ecosystem is populated with a wide array of forces interacting and competing with one another to ensure the greatest sustained benefit to themselves. This financial food chain includes everybody from the largest institutions down to the smallest retail traders and everybody in between.… ( Read More )
What are Portfolio Management and Portfolio Rebalancing?
One of the more opaque phrases thrown around in financial services is “portfolio management.” Although it might seem like a simple enough concept, those two words can act as a stand-in for anything from the assets you’ve invested in, to your overall strategy, all the way down to the people,… ( Read More )
3 Factors that determines the value of Bonds
When bonds are traded in the secondary market, the price of the bond is influenced by the demand and supply of the bond. The other factors that affect the price are: Interest rates Bond price and interest rate share an inverse relationship. Interest rate in this case means the benchmark… ( Read More )
What is an Investment Portfolio?
A portfolio is a combination of different investment assets mixed and matched for the purpose of achieving risk diversification for an investor’s financial goals. Items that are considered a part of your portfolio can include any asset you own – from real items such as art and real estate, to… ( Read More )
9 Essential Terms to Know Before You Start Trading Futures
Part of your preparation in trading futures should involve learning able to speak and understand the language of the market. Arbitrage Some investors benefit from price discrepancies among different commodity futures markets. These investors analyze the prices of similar commodities in different markets and buy from the lower priced market.… ( Read More )
What are Bonds?
Though bonds as an investment class don’t generate the highest returns, they have their own appeal. They offer portfolio diversification, generate steady returns even in the face of a highly volatile investment environment, provide tax advantages and more. If you don’t know what bonds are and want to learn how… ( Read More )
What you should know about mutual funds and brokerage account
What is your brokerage account? Your brokerage account is an investment account opened with a broker or a firm that charges a commission or fee for buying and selling securities on your behalf. Opening an Account To open a brokerage account, fill out an application either at a brick and… ( Read More )
4 Essential Investment Products You Should Know
Investment products are investment securities that are sold to individuals and institutions by investment banks. Here is a quick description of the main investment securities: Bonds Also labelled fixed-income securities, the term bond is commonly used to refer to any securities that are founded on debt. When you purchase a… ( Read More )
What is Investment Banking?
You probably heard that term before, but what is it really ? A bank like any other banks ? Actually it’s not like any other bank. An investment bank provides a variety of services designed to assist an individual or business to increase their wealth. This is very different from… ( Read More )
What is an Investment?
An investment is an asset or item that is purchased with the hope that it will generate income or will appreciate in the future. In an economic sense, an investment is the purchase of goods that are not consumed today but are used in the future to create wealth. In… ( Read More )