Investment/Portfolio Management

investing terms

10 Terms Every Investor Should Know

If you’re new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor.

company earnings report

Investing 101: How to Access Company Earnings Report

Understanding a company’s financial performance is essential for informed investment decisions. To do so, investors need to access and analyze the company earnings report. But what is an earnings report, and what kind of information can you glean from it?

Facts about Recessions

Historical Facts about Recessions

There is no doubt that a global recession would have a significant impact on businesses and individuals worldwide. During the Covid-19 pandemic, the United States

approaching the markets for mid-terms

Approaching the Markets During Mid-Terms

The relationship between mid-term elections and the stock markets has been well documented since 1946. This year’s mid-terms are expected to sway the current 50/50

socially responsible investing

Socially Responsible Investing

A Heritage of Social Investing One thing that might surprise you about Socially Responsible Investing (SRI), also called Impact Investing, is that it isn’t a

6 Ways to More Successful Investing

6 Keys to More Successful Investing

A successful investor maximizes gain and minimizes loss. There’s never a guarantee that any investment strategy will be successful. All investing involves risk, including the

Handling-Market-Volatility

Handling Market Volatility

Investing in stocks and bonds can seem exciting and challenging, but it’s very important to understand how to handle your investments if the market turns