Becoming an Investor

Tune Up Your Stock Portfolio for 2022
Becoming an Investor

Tune Up Your Stock Portfolio for 2022

The outperformance of stocks in 2021 might leave you a bit more exposed than you should be. The end of the year is a great time to rebalance.
November 3, 2021
Brandon Copeland on Reaching Financial Freedom
Financial Planning

Brandon Copeland on Reaching Financial Freedom

This NFL player’s path to a future of financial independence after his pro career is over can help the rest of us plan.
November 2, 2021
How to Cash In on Sports Gambling
Becoming an Investor

How to Cash In on Sports Gambling

Some 27 states have launched sports-betting markets, 11 of them online. Another five have passed laws to do so.
October 29, 2021
The Best Funds to Buy for the Roaring ’20s
Economic Forecasts

The Best Funds to Buy for the Roaring ’20s

Stock market boom? Check. Economy on fire? For now. But this century isn't like the last in important ways.
October 28, 2021
DF Dent Midcap Growth Should Rebound
Becoming an Investor

DF Dent Midcap Growth Should Rebound

The fund favors high-quality, growing companies, but in late 2020, investors started favoring low-quality firms at bargain prices.
October 28, 2021
Make Your Portfolio More Defensive
Becoming an Investor

Make Your Portfolio More Defensive

Risk is rising on Wall Street. Make sure you're prepared.
October 28, 2021
Invesco S&P 500 Equal Weight Financials Rides the Recovery
Kip ETF 20

Invesco S&P 500 Equal Weight Financials Rides the Recovery

Some of the fund's best-performing stocks over the past year were regional banks with market values below $30 billion.
October 28, 2021
Don't Overlook Preferred Stocks
Investing for Income

Don't Overlook Preferred Stocks

If you ignore preferred stocks out of fear or unfamiliarity, get in there. The rewards trounce the risks.
October 28, 2021
Poll: ESG Investing Is Gaining Traction
Becoming an Investor

Poll: ESG Investing Is Gaining Traction

Investors care a lot about environmental, social and governance issues according to our new poll.
October 12, 2021
3 New-Investor Myths That Need Busting
Becoming an Investor

3 New-Investor Myths That Need Busting

Preconceived notions that new investors are uninformed risk-takers are misguided. Forget games and cynicism; they need support and guidance.
October 6, 2021
ESG Investing Takes Off
Markets

ESG Investing Takes Off

For our ESG 20, we identified 15 stocks and five funds that excel at meeting environmental, social and corporate governance challenges.
October 4, 2021
Nontraditional Options Let IRA Investors Crank Up the Risk
Financial Planning

Nontraditional Options Let IRA Investors Crank Up the Risk

You can invest your retirement savings in everything from cryptocurrency to penny stocks. But that doesn’t mean you should.
September 30, 2021
A New Fund to Hedge Inflation
Becoming an Investor

A New Fund to Hedge Inflation

Horizon Kinetics Inflation Beneficiaries ETF, introduced in January, offers some tools to battle inflation.
September 30, 2021
Don't Give Up on Small-Cap Stocks
Becoming an Investor

Don't Give Up on Small-Cap Stocks

Small caps can still attract investors. These stocks offer undeniable value.
September 30, 2021
Coming Soon to an ETF: Your Favorite Fund Manager
Becoming an Investor

Coming Soon to an ETF: Your Favorite Fund Manager

Some portfolio managers are bringing their star power to exchange-traded versions of their funds. Also, four “nontransparent” ETFs to keep your eye on…
September 30, 2021
"Junk" Bonds Are Anything But
Becoming an Investor

"Junk" Bonds Are Anything But

These bonds flourish way more than they falter and offer current yields of 4%.
September 30, 2021
Can You Trust TikTok’s Advice?
Becoming an Investor

Can You Trust TikTok’s Advice?

TikTok is rife with pitches for trendy, volatile investments, including cannabis and cryptocurrencies.
September 29, 2021
We Welcome a Tech Fund to the Kip 25
Kip 25

We Welcome a Tech Fund to the Kip 25

T. Rowe Price Global Technology sees promise in smaller tech companies leading changes to consumer services.
September 29, 2021
Best Online Brokers, 2021
Becoming an Investor

Best Online Brokers, 2021

With new traders flocking to the market, can firms keep up? We test how well they serve clients of all stripes.
August 27, 2021
Our Small-Cap Funds Take Different Paths
Kip 25

Our Small-Cap Funds Take Different Paths

Not all pockets of the small-cap world have fared well recently, with value-priced stocks the biggest winners.
August 27, 2021
The Truth About Index Funds
Index Funds

The Truth About Index Funds

You may think you're diversified by buying an S&P 500 Index fund, but you're making a substantial wager on a handful of stocks.
August 27, 2021
6 Beautifully Boring Dividend Stocks
dividend stocks

6 Beautifully Boring Dividend Stocks

Instead of popular but volatile stocks, owning under-the-radar defensive gems will let you sleep at night.
August 27, 2021
Check Out Your Stock's ESG Report Card
Becoming an Investor

Check Out Your Stock's ESG Report Card

A sustainability report offers insights into progress toward environmental, social and corporate governance goals.
August 27, 2021
Stay Above the Interest Rate Fray
Investing for Income

Stay Above the Interest Rate Fray

Your best bets now are venerable, managed diversified bond funds. You'll get a fair yield and peace of mind.
August 26, 2021
China Shares Still Hold Promise
Becoming an Investor

China Shares Still Hold Promise

The outlook for profit growth is strong, but the shares are cheap.
August 26, 2021
A Fund for Betting on Infrastructure
Becoming an Investor

A Fund for Betting on Infrastructure

The SPDR S&P Kensho Intelligent Structures ETF invests in both industrials firms and new technologies for clean energy.
August 26, 2021