Growth Stocks — Factor Style Investing Series: Part 2
Growth is one of the most popular factors in factor-style investing—but how do we recognize a true growth stock?
Financial Literacy
Sudden Wealth Makes Men Less Likely To Divorce—It's The Opposite For Women, New Study Finds
This may come as no surprise: a wealth or liquidity event makes you more attractive—and it’s now backed by science.
Generally speaking, a new wealth or liquidity event makes men more likely to marry and have kids and less likely to divorce.
But the same research says it’
ETF vs. Mutual Fund — What's The Difference & Which Should I Consider
Exchange-traded funds (ETFs) have become an increasingly popular investment vehicle in recent years. As of 2021, there were over 7,000 ETFs available globally, with a total net asset value of over $9 trillion.
An ETF is a type of investment fund that is traded on a stock exchange and
Dividend Data Matters — How & When You Receive Dividends
When it comes to dividend investing or even just having companies in your portfolio that pay a dividend, there's specific dividend data that you need to be paying attention to.
In the article we'll go over the key dividend data that you need to watch:
1.
What Lies Beneath—Hidden Risk In The Banking Crisis
Coming off of our last post on how interest rate swaps and FX swaps are a banking crisis in the making, we felt it necessary to give a deeper dive into how a swap transaction works so readers can understand exactly where the risk lies.
In a whitepaper published by
Interest Rate Derivatives - The Crisis In The Making
It may seem a bit dramatic to label a developing banking crisis as a potential financial Armageddon, but then again, maybe it isn't.
Off the news of the Federal Reserve and Jerome Powell raising the interest rate on federal funds an additional 25 basis points yesterday, the implications
Financial Education — Shocking Insights: You Need To Act Now
What Is Financial Education?
Financial education refers to the knowledge and understanding of how money works and how to make it work for you. It includes understanding and managing personal finances, such as budgeting, saving, investing, and protecting assets. It also involves understanding financial products and services, such as credit
The No. 1 Action Americans Do To Build Financial Independence
If making more money is a primary focus for you this year, it makes it worthwhile to see what up-and-coming Americans are doing to make their way even closer to financial independence.
In the Your Money survey, over 2 million people were surveyed on what they did to build wealth—
6 Habits Keeping You From Financial Independence — Retire Early
We often speak with our clients and friends about financial independence, mostly because we find it interesting and the conversation always seems to gravitate in that direction anyways.
What we've found is that many people are expressing the same concerns—it's getting harder out there.
Between
Everything You've Heard About Bond Yields Is Backwards
When Wall Street talks about bond yields, it's about playing better defense with stocks—but is everything Wall Street thinks about bond yields backwards?