Top 5 Reasons to Sell Mutual Funds

If you haven't sold any mutual funds in your portfolio in a long time, you may be missing something. Here are five reasons to sell a fund. Read More

7 Shareholder Perks That Sweeten the Pot for Investors

Shareholder perks offer a little something extra to those folks who've taken on extra risk of owning a stake in the company. Here are some of the best. Read More

Don’t Ignore Mutual Fund Asset Bloat

There's such a thing as too much money, and it happens in mutual funds. Find out how to protect against so-called "asset bloat." Read More

Don’t Ignore Gross Expense Ratio

What is the difference between gross expense ratio and net expense ratio? Which one should you analyze and why does it matter? Read More

How to Prepare Your Portfolio for a Bear Market

When you're expecting a bear market, don't just jump from stocks to cash. There's a better way to prepare portfolio. Read More

The 2 Biggest Lies of Buybacks

S&P 500 companies have spent $211 billion in 2014 buying back stock. But here's why buybacks aren't always as good as they seem. Read More

How to Use Social Media to Support Your Advisory Business

Social media is becoming increasingly tethered with the financial world. Charles Sizemore discusses how Vestorly can help financial pros. Read More

New Money Market Rules – What’s ‘Safe’ Now?

The SEC shakes up the money market world in hopes of avoiding another 2008-esque crisis. Here's what you should know. Read More

Lessons From the Past – Walmart Dividend Letter From 1985

What an old Walmart shareholder letter can teach us about the benefits of avoiding short-term noise and focusing on long-term investing. Read More

Asset Allocation – How ‘Spreading the Love’ Will Save Your Portfolio

Asset allocation is one of the most important tools in the risk management toolbelt. Learn the basics of this strategy, and how it can help your portfolio. Read More

Why You Should Ignore Mutual Funds’ Five-Year Returns Right Now

If you think analyzing five-year returns is a good way to find a fund right now, think again. These mutual funds show that certain time periods can be deceiving. Read More

Gold and Silver Investing: How to Add Metals to Your Portfolio

Protect your assets by investing in gold and silver. Here are 4 different ways you can add them to your portfolio. Read More

Don’t Count on Dividend ETFs to Play Defense

You should always have equity income in your portfolio, but don't think dividend ETFs will save you from a correction. They won't. Read More

I Need a Financial Advisor … Right?

There's a mountain of information out there about investment strategies. You really want to go it alone? Read More

3 Ways to Hedge Your Portfolio in an Unsure Market

Worried that the market can't possibly keep up this rally forever? Options, short selling and ETFs can all help you protect against some of your long positions. Read More

Investing for Beginners – What You Should Read

From how-tos to fictions, beginner investors can round out their education with these books and news sources. Read More

Stock Liquidity – Friend or Foe?

Investors and market pundits alike love to sing the praises of stock liquidity. But what if I told you that the ability to trade so quickly is holding you back? Read More

Share Repurchases: The Scary, Unintended Consequences

Share repurchases are hitting record levels, but this reckless capital allocation has unintended consequences. Here are three scary examples. Read More

How Did Everyone Get Bond Yields So Wrong?

Only time will tell, but just because bond yields are low today doesn’t mean a move higher and a steep decline in bond prices will come tomorrow. Read More

Momentum Stocks or Value Investing? Try Both.

Many investors would consider momentum stocks and value investing at odds, but they're not mutually exclusive. In fact, you can do well by mixing the two. Read More