Portfolio Management
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
How Asset Location Can Help Save on Taxes
Asset location is a strategy that seeks to pair assets and accounts for maximum tax efficiency—and the potential savings can be worth the effort.
A Starter Guide to Margin Trading
Interested in trading margin? What you need to know about the different types of margin trading for stocks, options, futures, and forex and their unique risks and benefits.
What Is Dollar-Cost Averaging?
Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.
Getting Income from Fully Paid Securities Lending
With fully paid lending, shareholders receive income for loaning out shares. Investors who borrow shares can use them to sell short, cast votes, or ensure that trades clear.
How to Manage a Windfall
Three tips for incorporating a large influx of assets into your financial plan.
What to Know About After-Hours Trading
What is after-hours trading? How does it work? Learn about the rules, risks, and benefits of extended-hours trading.
Bull vs. Bear: Understanding Market Phases
How are bull and bear markets defined and how should you approach them as an investor?
Ways to Manage Mega Cap Concentration
When mega cap stocks are dominating the stock market, the case for thoughtful diversification shines.
The News, Scary Headlines, and Your Money
Do scary headlines make you want to get out of the market? Rather than react emotionally, consider this 3-step plan to help protect your money from the news and noise.
Songs of Experience: Reminiscences of a Strategist
It's been 38 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.