Investing

Life has its cycles, as do the economy and the financial markets. But when it comes to market cycles, emotions often get in our way. We often do the wrong thing at different phases, buying exuberantly at market highs and selling in a panic at market lows. Successful investors do the opposite. Warren Buffet says:
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Key Takeaways Investment losses can help you reduce taxes by offsetting gains or income. Even if you don’t currently have any gains, there are benefits to harvesting losses now, since they can be used to offset income or future gains. If you have more capital losses than gains, you may be able to use up
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India is a growing emerging market nation with untapped resources and a sizable labor force. Reflecting its potential, 2019 was a record year for both private equity and venture capital. The average size of investments grew substantially while the top two sectors were banking, insurance, and finance and consumer technology. Real estate and infrastructure telecom and IT were
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Key Takeaways If you’ve sold your investments due to market ups and downs, reinvesting can help get your plan back on track. Staying disciplined with your saving and investing is key to helping account balances recover and achieving long-term goals. A financial plan is helpful when everything is booming, but it’s critical in economic downturns.
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We hate to drag out that old, on-the-fence phrase, “it depends.” But it does. Your 401(k) plan‘s rate of return is directly correlated to the investment portfolio you create with your contributions, as well as the current market environment.  That being said, although each 401(k) plan is different, contributions accumulated within your plan, which are diversified
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Have you ever wondered what happened to your socks when you put them into the dryer and then never saw them again? It’s an unexplained mystery that may never have an answer. Many people feel the same way when they suddenly find that their brokerage account balance has taken a nosedive. Where did that money
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CNBC’s Jim Cramer on Tuesday urged Congress to move quickly and pass another piece of coronavirus stimulus legislation, suggesting key parts of the U.S. economy need help being sustained until there is a widely available Covid-19 vaccine. “We are so close to getting this economy back on track, but these places that close, they can’t
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What Is the Role of an Investment Bank? Investment banks serve several purposes in the financial and investment world, including underwriting new stock issues, handling mergers and acquisitions, and acting as a financial advisor. Other roles of investment banks include asset management for large investment funds and personal wealth management for high-net-worth individuals. Some of
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Price discrimination is a strategy that companies use to charge different prices for the same goods or services to different customers. Price discrimination is most valuable when separating the customer markets is more profitable than keeping the markets combined. The three main types of price discrimination are first degree, second degree and third degree. Companies use
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In a sharp reversal from yesterday, U.S. equity markets rallied hard throughout the day, closing near session highs. News of real progress on a slimmed-down $748 billion stimulus package added some optimism, as did the FDA’s endorsement of Moderna’s mRNA COVID-19 vaccine. Enhanced lockdown measures throughout Europe and in some U.S. cities did little to
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Trading euro-based currency pairs requires following events that can have a major impact on the euro (also known as the “common currency”), which can be a daunting task for foreign exchange (FX) traders. Currently, the euro is the official currency of 19 of the 27 member countries that comprise the European Union (EU). These 19
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In 2020, ADV Ratings released its ranking of the world’s largest wealth management firms. The wealth managers are ranked by assets under management (AUM) as of June 30, 2020. The rankings here reflect the top 10 wealth management firms by assets. Key Takeaways High-net-worth individuals often seek a professional to manage their money. While size
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A discount broker is a stockbroker who carries out buy and sell orders at a reduced commission rate. However, a discount broker does not provide investment advice or perform analysis on a client’s behalf, unlike a full-service broker. Before the emergence of better communications technology, only the wealthy could afford a broker and access to
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Marijuana is now legalized in some form in 35 states and the District of Columbia—medically, recreationally, or both. Canada legalized cannabis across the country in 2018, five years after Uruguay did. As such, investors are scrambling to get a piece of an industry that has the potential to grow, with sales expected to reach as
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An estimated 6.7 million car crashes occur in the U.S. each year. Being involved in an accident, even a minor one, can be a nerve-wracking experience, so it’s important to know what steps to take afterward. The process for dealing with a car accident begins at the scene and making sure everyone involved is safe.
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With close to 7 million car accidents occurring each year, you may have to deal with one at some point. If the accident is bad enough that your car is totaled, here is what you need to know and do. Key Takeaways When a vehicle is totaled, it means the insurance company believes it isn’t
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Cree, Inc. (CREE) shares fell more than 2.5% during Monday’s session after Morgan Stanley downgraded the stock amid valuation concerns. Key Takeaways Cree shares fell more than 2.5% during Monday’s session after Morgan Stanley downgraded the stock on valuation concerns. Analyst Craig Hattenbach believes that the stock’s recent rally has created a high bar to
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There’s safety in numbers, the old saying goes, and when it comes to mutual fund investing, it’s not a bad principle. The largest mutual funds have trillions in assets under management (AUM), in addition to lower expense ratios, which may improve performance over time. In addition, the biggest mutual funds provide access to premiere money managers
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These two brokers have some fundamental differences, one being among the most established discount online brokers while the other is a relative upstart. Fidelity continues to evolve as a major force in the online brokerage space. Fidelity’s brokerage service took our top spot overall in both our 2019 and 2020 Best Online Brokers Awards, as the
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