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Earnings Calendar Tool to Help Investors Navigate Earnings Season

Earnings Calendar Tool to Help Investors Navigate Earnings Season

However carefully you plan your investing strategy, there will always be times of uncertainty that can catch you off guard. But quarterly earnings seasons don’t have to be among those times. Depending on your style of trading or investing and the instruments you use, earnings announcements may affect your positions. But most investors can benefit from the calendars ...

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Global Diversification Strategy Could Be Served By Thinking Local
October 25, 2017

Global Diversification Strategy Could Be Served By Thinking Local

Many investors might be familiar with the “go global” mantra in which they’re encouraged to look outside the U.S. for opportunities and diversify their portfolios.

Yes, It’s Time to Think about Income Taxes: 10 Tax Planning Tips
October 23, 2017

Yes, It’s Time to Think about Income Taxes: 10 Tax Planning Tips

If you still find yourself asking, “where did the summer go?” this might be jarring: It’s time to start thinking about your taxes. Tax filing season officially begins Monday ...

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Dividend Debate: Reinvest to Compound Returns vs. Other Uses
October 17, 2017

Dividend Debate: Reinvest to Compound Returns vs. Other Uses

To reinvest or not to reinvest—that is the dividend question. As a young investor going through the financial tug-of-war between current wants and needs, and ...

Are We Still Eating Out? Why Did Restaurants Lead Job Losses?
October 11, 2017

Are We Still Eating Out? Why Did Restaurants Lead Job Losses?

Is the restaurant industry losing some of its spice? The economy lost 33,000 jobs in September, according to the Bureau of Labor Statistics (BLS). That’s the first pullback ...

Millennials Borrowing and Lending from the Bank of Mom and Dad
October 9, 2017

Millennials Borrowing and Lending from the Bank of Mom and Dad

Plenty of parents are helping their adult children financially, but there seems to be a generational disconnect about the extent of that help. In the UK ...

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Information Pending: A Fresh Look at the Housing Sector
October 4, 2017

Information Pending: A Fresh Look at the Housing Sector

The stock market is humming along, but the housing market hasn't been as exuberant of late.

Coupon Clipping for the Investor Set: Your Guide to the Bond Market
September 25, 2017

Coupon Clipping for the Investor Set: Your Guide to the Bond Market

Some investment professionals encourage investors to diversify and balance their portfolios with bonds. But what are bonds, and what role can they play in your ...

Is Hurricanes’ Impact Beginning to Ripple Through to Economic Data?
September 20, 2017

Is Hurricanes’ Impact Beginning to Ripple Through to Economic Data?

Massive natural disasters like Hurricanes Harvey and Irma take relatively little time to devastate entire cities; recovering and rebuilding of course takes a very long ...

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REITs: Real Estate for Those Who Don’t Fancy Being a Landlord
September 18, 2017

REITs: Real Estate for Those Who Don’t Fancy Being a Landlord

So you’ve inherited some property and don't particularly like the vision you’re having of your future self as a curmudgeonly landlord bent over a leaky toilet your ...

Growth Investing among Large-Cap Stocks: Back in Vogue?
September 13, 2017

Growth Investing among Large-Cap Stocks: Back in Vogue?

Is investing in growth stocks, and particularly those with large market capitalization, back in vogue? If the performance of the Russell 1000 Growth Index (RLG) ...

Dividends: Potential Income Generator in a Low-Yield Environment
September 11, 2017

Dividends: Potential Income Generator in a Low-Yield Environment

Many yield-seeking investors look to stocks that have historically paid high dividends as a potential means of ...

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Does Where You Live Influence Your Portfolio? A New Quiz Reveals Results
September 4, 2017

Does Where You Live Influence Your Portfolio? A New Quiz Reveals Results

Have you ever stopped to wonder if the state your investment portfolio calls home is the same state you...

Hurricane Harvey's Reminder: What Investors Can and Can’t Control
August 30, 2017

Hurricane Harvey's Reminder: What Investors Can and Can’t Control

Weather is the ultimate risk factor – it affects everyone, but none of us have any control over it. Mother Nature does what she does. That’s important for investors to keep in mind as the Houston region grapples with ...

Life Happens: Have You Tweaked Your Portfolio Along the Way?
August 28, 2017

Life Happens: Have You Tweaked Your Portfolio Along the Way?

Life happens. One day, you’re a carefree 24-year-old touring craft breweries and rocking at live concerts. Before you know it, you’re sniffling and waving goodbye...

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A Well-Drafted Portfolio Should be No Fantasy – Key “Positions” to Fill
August 23, 2017

A Well-Drafted Portfolio Should be No Fantasy – Key “Positions” to Fill

Investing and business news is rife with football-related analogies, from basic “blocking and tackling,” to “crossing the goal line” to “Hail Marys.” It only makes ...

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