For DIY Investors

How Much Time It Actually Takes to Manage Your Own Money

It can be shocking to look at how we spend our time. It’s common for successful people to look at their investment portfolios as a hobby – but should it really be treated that way? It is dubious that this approach benefits either the investor or the portfolio. Here’s an estimate of how much time …

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The 5 Most Annoying Things you are Too Busy to be doing with your money in 2019

It’s a new year and for busy people this is a time to re-evaluate how you are spending your time. Here are five time-consuming financial tasks that that those who have better things to do are too busy to be spending your time on in 2019. #1 Tracking gains, losses, and cost basis for your …

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The Amazing World of Market Indexes

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 an index and explain why …

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Portfolio Management vs. 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, products or algorithms that dictate …

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Battle of the Titans: Flat Fees Or Commissions for your Financial Advisor?

Do you know what financial products you’re invested in? Do you know why? Do you know someone you can trust to tell you how your investments are aimed at helping you? While you may think you know the answers to these questions, there is a lot developing below the surface of the financial planning world. …

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Are Smart Beta ETFs better investment?

With the precipitous flow of investments into passive index funds and exchange traded funds (ETFs), the vast majority of cash in the market is tied to the performance of broad-based market indexes like the S&P 500, the Nasdaq Composite or the Russell 2000. While most financial advisors are the ones steering investments into these funds, …

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Should You Put money into REITs?

One of the least appreciated economic developments of the past decade of recovery from the 2008 financial collapse is the dramatic upswing in value of both commercial and residential real estate. According to the U.S. Census Bureau’s monthly home sales report, the average home price at the apex of the mid-2000s real estate bubble was …

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Should You Invest In Marijuana Stocks?

Marijuana refers to the plant scientifically known as cannabis; more specifically, three recognized species include Cannabis sativa, Cannabis indica and Cannabis ruderalis. The cannabis plant is a source of over 400 compounds, including 60 cannabinoids. Of the 60 cannabinoids, two in particular, delta-9-tetrahydrocannabinol (THC) or dronabinol, and cannabidiol, are the most widely tested for medicinal …

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What determines the price of a bond?

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 interest rate. Taking the same …

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Flaws and Biases that Prevent You from Managing Money Better

It’s not your fault, you’re only human. But because you are a mere mortal, you’re bound to be making some, let’s say, suboptimal decisions. Humans have systematic biases—as psychologists have proven again and again—that can get in the way of the best intentions. This is particularly the case with money. Most people “actually don’t know …

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