Before smart investors start picking investments, they create a plan based on their goals, time horizon, risk tolerance and other factors.
Sometimes, a simple but well-thought-out formula can do wonders for your stock portfolio. Consider Joel Greenblatt's classic for finding undervalued firms.
The debate of poorly inflated footballs inspires this idea: how investors can gain the upper hand on Wall Street -- without breaking any rules.
Some of today's financial products resemble the murder holes of medieval times in that you are almost guaranteed to lose if you get caught in one.
The story is true (with caveats). It involves Warren Buffett, Coca-Cola and a small fortune. You're not going to duplicate it, but you can learn from it.
Non-transparent, active exchange-traded funds by their nature carry a double dose of potential poison -- and they have high fees.
Activist investors are good at pointing out the perceived shortcomings in firms they target. Their involvement doesn't necessarily push the stock up.
In this era of data breaches, how do you keep your investment accounts secure? What protections and recourse do you have if your accounts are compromised?
Millions of Americans who invest in mutual funds should get ready for a tax shock. Your 1099 tax form is likely to show a bigger tax hit than ever before.
Here are five red flags that signal you should look for a new financial adviser.
The evidence is clear: In a study formatted as a sting, advisers too often recommend going for more investment activity.
Offering companies that kids can relate to -- like Disney, Hasbro, Apple and Facebook -- often paves the way for a lifetime of investing.
Younger investors should focus more on their savings rate and less on their rate of return to build a substantial nest egg for retirement.
Investors pay financial advisers $600 billion a year to beat the market. A new report says instead we should pay them to manage risk, income and liability.
As the merits of index-based investing becomes better known, expect more articles attempting to dissuade you from following this strategy. Don't be fooled.
Established firms and startups offer algorithm-based advice, low-cost online managed accounts and 401(k) expertise. Which is best for your portfolio?
Too many people don't know enough about how brokers and financial advisers operate. Here's an insiders view of the most vital facts you're probably missing.
Investors in mutual funds should prepare for what could be an unusually heavy end-of-year tax hit involving capital gains distributions.
Everywhere you turn somebody wants to give you financial advice. But all too often, it's the wrong advice for you.
In a covered call, one investor sells an option to another to buy his shares at a set price on a future date. Here's how you profit.
How did Jeffrey Gundlach go from down-and-out rock drummer to bond billionaire? With a little help from infinity, and "Lifestyles of the Rich and Famous."
If you've handled the personal finance and retirement planning basics, and you still have cash to spare, congratulations! Here are some next steps to try.
You don't need Bill Gross -- wherever he's working -- or any active bond manager to invest wisely. You just need sound data.
If there's one investment strategy Jim Cramer hates, it's buying index funds. He'd rather help you "time the market" for big profits. If only he knew how.
Among the ranks of elite dividend stocks, some companies use questionable methods to preserve their positions as Dividend Aristocrats.