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Investing & Investment Planning

 
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Upcoming Ex-Dividend Dates.
Old school investing is hot again. Buying stock for both capital gains and income (dividend) purposes is back in vogue. These weekly updated tables will provide you with upcoming dividends.

FDIC Changes for 2009.
The FDIC has some new insurance coverage rules for 2009 ONLY!

ETF Basics.
Basic information about how ETFs work and the differences between them and mutual funds.

ETF Tracking Error.
Not all funds directly track their benchmark, understand why here.

Investing Today.
With todays volitile and slammed stock market, how should we all be investing today?

Portfolio Performance Evaluation
Different measures explained for evaluating the performance of your (or your clients) portfolio.

Your Investment Plan
This article explains the six steps in developing your personal investment plan.

Mutual Fund Investing
This is the first in a series of articles on Mutual Fund Investing. We'll be reviewing the basics, then we'll get into more detail as your knowledge grows.

Mutual Fund Fees
Nothing in life is free, including investing in Mutual Funds. This article outlines the various fees associated with investing in Mutual Funds.

Mutual Fund Investment Strategies
Mutual Funds invest your money based on the needs of the investor (you). Understanding the strategies that Mutual Fund companies follow is the key to accomplishing your investment and financial goals.

Other Investment Planning Articles

Investment Strategies
Here are some investment strategies that just about anyone can work with.

Investment Types
We've put together a list of things that you can invest in.


Bond Investing

Bond Duration
Learn about Bond Duration.

Bond Pricing
Determine the optimal price for an investable bond.

Bond Yield to Maturity
Understanding the yield to maturity of a bond.


Investment Return

Portfolio Performance Evaluation

Geometric Average

Holding Period Return

Jensens Alpha

Geometric Average

Sharpe Performance Index

Treynor Performance Index

Required Return


Stock Investing

Short Stock Sales

Put/Call Parity

Buying Stock on Margin

Dividend Growth Model


Traditional IRAs
Effective January 1, 2002 there have been a few changes to the Traditional IRA. These changes are outlined here.

Investing in a 401k program
An excellent way to defer investment income taxes is to utilize an employer-sponsored 401k plan. Find out what it is and how you can benefit from investing in one.


Investment Archives
Everything that we've got on investments.

 
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