Education Resources Archive


Raise Your Financial IQ in 2017

Raise Your Financial IQ in 2017

Rather than make resolutions you may not keep, take steps to raise your financial IQ with these ten tips from Charles Schwab. 

Active/Passive: Knowledge is Power

Active/Passive: Knowledge is Power

Distinctions between active and passive investing appear at the core of the research process. Delaware Investments shares insight on how active management may provide a valuable service for investors seeking a research-based approach to controlling risk.

Which IRA is right for you?

Which IRA is right for you?

Fidelity's Traditional vs. Roth Evaluator will help you determine which IRA will best help you meet your retirement goals. 

Dividend Growth for the Long Term

Dividend Growth for the Long Term

The natural inclination is to look for dividend payers with high dividend yields; however, dividend growth is a key metric to examine as well - especially as it relates to performance.

Rising Rates and the Bond Market

Rising Rates and the Bond Market

Legg Mason takes a look at history as it relates to past interest rate tightening cycles.

Process Over Politics

Process Over Politics

In this article, we discuss why we believe market uncertainty—electoral or otherwise—is best addressed in the context of an investment process that is objective, systematic, and disciplined.

Fixed Income Markets and the US Election: What Really Matters

Fixed Income Markets and the US Election: What Really Matters

Franklin Templeton Fixed Income Group’s Chris Molumphy says despite the media frenzy surrounding the US presidential election, the implications for fixed income investors may be much more muted. 

Dividend Growth for the Long Term

Dividend Growth for the Long Term

The natural inclination is to look for dividend payers with high dividend yields; however, dividend growth is a key metric to examine as well - especially as it relates to performance. 

U.S. Election: All bark, no bite for markets

U.S. Election: All bark, no bite for markets

Recent U.S. presidential elections have had minimal market impacts, and the 2016 race, though unusual in many respects, has thus far been no exception.

Are We Headed Back to the Future?

Are We Headed Back to the Future?

It seems like everyone has been saying we’re going to have a correction, or a bear market, or worse a recession. What do you know? The polar opposite has happened. Thus far the market is hitting new highs.

Ariel Portfolio Managers on: Risk

Ariel Portfolio Managers on: Risk

Portfolio manager perspectives: with Charlie Bobrinskoy, Rupal Bhansali, Tim Fidler & David Maley

Perspectives SHARE  Focus on themes (not geography) in emerging markets

Perspectives SHARE Focus on themes (not geography) in emerging markets

For investors struggling to find growth opportunities in a low growth world, Colin Moore offers two insights. Don’t write off Brazil, and don’t treat emerging markets as a homogeneous asset class.

Market Perspective: Is the Recent Rally for Real?

Market Perspective: Is the Recent Rally for Real?

Stocks have moved higher over the past month, with this rally marked by better participation and breadth, but it has stalled recently.  We believe the bull market will continue, but that risks remain and bumps are inevitable.

Markets await political change

Markets await political change

The uncertainty around presidential elections generally does not influence financial markets, but market and economic conditions can foretell election outcomes

Realities In Retirement

Realities In Retirement

Women face a unique set of challenges to consider when saving for retirement. Their goals, which often include retiring comfortably, maintaining their current lifestyle and being able to cover health care costs for themselves and their family, are not always easily attained.

Volatility: Here Today, Gone Tomorrow

Volatility: Here Today, Gone Tomorrow

Market selloffs in the summer of 2015, in early 2016 and again in June 2016 were rude reminders that stock market volatility can emerge quickly and unexpectedly.

Mid-Year Economic and Investment Outlook

Mid-Year Economic and Investment Outlook

Is slower growth the new normal?

Bonds Look Globally, Stocks Stay Local

Bonds Look Globally, Stocks Stay Local

The bond market's ever-lower yields are a vote of little to no confidence for global growth yet U.S. stocks remain strong in the belief that our economy is sound. We make the case for stocks getting it right.

Emerging Markets: A Look Back at Lessons Learned

Emerging Markets: A Look Back at Lessons Learned

Emerging markets have come a long way since the 1990s - when shocks could potentially trigger a systemic crisis. Dr. Michael Hasenstab discusses what’s different now.

After Brexit: How asset classes may fare following the initial surprise

After Brexit: How asset classes may fare following the initial surprise

In the quarters and perhaps years ahead, several Brexit-inspired realities could likely shape the global investing climate. 

Summertime & The Living Is..

Summertime & The Living Is..

The Memorial Day holiday in the U.S. marks the unofficial start of summer and that means road trips and hot dogs.

Does the Shift to Value Signal a Shift to Active Management?

Does the Shift to Value Signal a Shift to Active Management?

CEO Chuck Royce and Co-CIO Francis Gannon discuss the first quarter, which saw a correction and a powerful rally, and the prospects for active management following the transitions from growth to value and non-earners to earners.

Quarterly market update: Q2 2016 key takeaways

Quarterly market update: Q2 2016 key takeaways

After a rocky start to the year, a stabilizing global economy should help support stocks.

Economies and Markets

Economies and Markets

Risks rise, but recession in 2016 is unlikely.

Capital Markets View

Capital Markets View

Second Quarter 2016

Emerging Perspectives

Emerging Perspectives

Emerging Markets Have More Tools for Growth in the Bag

Schwab Market Perspective: Sigh of Relief

Schwab Market Perspective: Sigh of Relief

Stocks, commodities, and beaten down sectors have staged an impressive rebound as fears of recession have abated. But that doesn’t mean the all clear signal has sounded.

March Business Cycle: U.S. Recession Risks Low

March Business Cycle: U.S. Recession Risks Low

Late-cycle indicators have risen in recent months, but the likelihood of a recession in the U.S. remains low.

Fundamentals Rule Small-Caps in 1Q16

Fundamentals Rule Small-Caps in 1Q16

CEO Chuck Royce and Co-CIO Francis Gannon explain why they saw familiar signs of a small-cap bottom in mid-February, what the first quarter’s dramatic and earnings-driven reversal for both small-cap value and cyclicals may mean.

2016 Outlook: Signs of Growth Emerge Around the World

2016 Outlook: Signs of Growth Emerge Around the World

Investment leaders share what to expect in the year ahead.

Preparing for Stormy Markets

Preparing for Stormy Markets

What hurricane season teaches us about portfolio diversification.

A Changing World of Investment Opportunity

A Changing World of Investment Opportunity

Secular demographic trends offer attractive long-term international large cap growth potential, but capturing consistent outperformance in today’s markets requires focus.

Do Not Feed the Bears

Do Not Feed the Bears

Asian markets are getting mauled. In recent years, the emerging markets have looked vulnerable at times, but not to this extent. 

How to Invest for Changing Global Growth

How to Invest for Changing Global Growth

Fears of a collapse in China have raised market participants’ worries over a global recession as the Fed prepares to raise interest rates. In contrast to these concerns, global economic growth may accelerate in 2016.

Market pullback: 1997 or 1998? 2011 or 2014?

Market pullback: 1997 or 1998? 2011 or 2014?

After the crazy week we just had, the question becomes: Was that it, or is this the beginning of something bigger?

Mathews Asia Perspective: Times Like This

Mathews Asia Perspective: Times Like This

It is not that unusual, when investing in Asia, to see drawdowns on the scale that we have witnessed recently.

Market Volatility

Market Volatility

Is the goldilocks economy we've experience in peril?

Six Strategies for Volatile Markets

Six Strategies for Volatile Markets

When markets get choppy, it pays to have a plan for your investments, and to stick to it.

The Value of Patience

The Value of Patience

This whitepaper examines two prominent, return-diminishing investment behaviors.

Focus on Fixed Income: Summer Uncertainty Continues

Focus on Fixed Income: Summer Uncertainty Continues

Calvert believes a barbell approach is the appropriate strategy to manage volatility and uncover opportunities.

Develop a College Investment Plan

Develop a College Investment Plan

The start of another school year means your child is even closer to college. Are you ready? Janus shares 3 steps to smart college investing.

Staying the Course: How Long-Term Investing Works

Staying the Course: How Long-Term Investing Works

History offers a lesson in the value of establishing and maintaining an asset allocation that is appropriate for your financial goals.

Striking a Balance

Striking a Balance

How balanced funds can help investors gain exposure to upside potential and mitigate downside risk.

Is the Correction Over?

Is the Correction Over?

The correction may not be over, but the bull market should persist.

Setting Realistic Expectations for your Investments

Setting Realistic Expectations for your Investments

Projected returns and what it means for retirement investors.

There's No Substitute for Skill

There's No Substitute for Skill

The value of active management through market cycles.

The Pros' Guide to Diversification

The Pros' Guide to Diversification

Diversify your investments to help manage risk.

Using IRAs to Reach Retirement Goals

Using IRAs to Reach Retirement Goals

Learn how an IRA can help put you one step closer to comfortable retirement.

5 Questions to Ask About Your First 401(K)

5 Questions to Ask About Your First 401(K)

How to start saving for your retirement.

Bond Prices and Interest Rates: How They Work Together

Bond Prices and Interest Rates: How They Work Together

Before you invest in fixed-income, you should learn which factors could affect your investment, including how the price of your bonds can rise and fall based on the current interest rate market.

Don't Play in the Street-How to Properly Choose a Mutual Fund

Don't Play in the Street-How to Properly Choose a Mutual Fund

Characteristics investors should consistently use when selecting a mutual fund. 

Global Markets Outlook

Global Markets Outlook

MFS Portfolio Managers look at the state of economics and markets. Equities are bong themes.

Q3 Fixed Income Outlook - The Demise of Volatility

Q3 Fixed Income Outlook - The Demise of Volatility

Gene Tannuzzo, CFA, Senior Portfolio Manager of Columbia discusses the importance of volatility.

What Will Your Retirement Look Like?

What Will Your Retirement Look Like?

Logistics, lifestyle, legacy: What will your retirement look like? Picture it with American Century video series.

Start Saving Now

Start Saving Now

Investing to meet college tuition goals can mean significant savings compared to the cost of borrowing.

A Realistic Look at Risk

A Realistic Look at Risk

Factor in risk, not just returns when you’re moving into stock. 

The Advantages of Tax-Efficient Investing

The Advantages of Tax-Efficient Investing

Balance the impact of taxes with a strategic approach.

Interpreting the bond rally from a multi-asset perspective

Interpreting the bond rally from a multi-asset perspective

A framework for identifying capital market states can help set expectations for markets in the aftermath of the recent bond rally.

Forward Markets: Macro Strategy Review

Forward Markets: Macro Strategy Review

Marco factors and their impact on monetary policy, the economy and financial markets.

Planning for Retirement in your 30s

Planning for Retirement in your 30s

Your 30s are the decade when you begin to make big financial decisions. Mellody Hobson explains how to keep your retirement on track.

Take Control of Finances

Take Control of Finances

No matter how old you are, if you're just starting to plan and invest for your retirement, you'll need to consider several things.

Volatility is Not Risk

Volatility is Not Risk

Why listening to experts could be hazardous to your wealth.

Why Dividends Matter: Part 1

Why Dividends Matter: Part 1

Dividends have been a major contributor to equity returns on a historical basis, making them a significant source of income and total investment return

Why Dividends Matter: Part 2

Why Dividends Matter: Part 2

While dividends provide a steady source of income for investors, they also play an important role in the portfolio during periods of volatility. 

Your Financial: Spring-Cleaning Checklist

Your Financial: Spring-Cleaning Checklist

Not only will cleaning up your file cabinets give you peace of mind, it can save you time and money and help protect you from identity theft. 

Guide to Retirement

Guide to Retirement

Discover tomorrow’s needs today.

Building Your Investment Confidence

Building Your Investment Confidence

Here’s how you can boost your investment confidence to help meet your retirement savings goals.

Chuck Royce on 1Q14

Chuck Royce on 1Q14

Despite minor pullback, the market still shows strength.

Why has the Bond Market Rallied This Year?

Why has the Bond Market Rallied This Year?

While many bond market forecasters predicted 10-year Treasury yields would rise this year, so far they've fallen.

Watching and Waiting

Watching and Waiting

Despite an uncertain start to 2014, MFS Portfolio Managers are sticking with its story of an improving macro environment and its implications for the markets.

Frontier Markets: Weighing the Risks

Frontier Markets: Weighing the Risks

Learn more about what frontier markets have to offer.

Four Reason to Consider Emerging Markets for the Long Term

Four Reason to Consider Emerging Markets for the Long Term

Invesco Senior Portfolio Manager Borge Endresen gives his perspective.

Charles Schwab on Inflation

Charles Schwab on Inflation

Learn how inflation has impacted Charles Schwab’s investment strategy. 

Saving at Any Stage: Starting to Put Money Aside

Saving at Any Stage: Starting to Put Money Aside

There’s no better time than now to set your financial priorities and begin saving for long-term goals.

Taking Responsibility for Your Retirement

Taking Responsibility for Your Retirement

Janus can help you develop reasonable goals and a retirement saving strategy that's right for you.

Emerging Markets: What To Do Now

Emerging Markets: What To Do Now

Developing markets are down, but are they out? Here's what you need to know.

Saving Enough for Retirement?

Saving Enough for Retirement?

Are you saving enough? It’s a good idea to review your savings at key checkpoints and find ways to overcome possible gaps.

Why Now is the Time to Start Saving and Investing

Why Now is the Time to Start Saving and Investing

Interest rates have a direct effect on the performance of your fixed income investments.

Staying on Target with Your Financial Goals

Staying on Target with Your Financial Goals

Systematic investing makes it easy to save and stay on course for major financial objectives.

14 Ideas for 2014

14 Ideas for 2014

The start of a new year is a good time to review your investment portfolio.

What's the Biggest Threat to Global Growth in 2014? OK

What's the Biggest Threat to Global Growth in 2014? OK

An Oppenheimer Portfolio Manager discusses the factors shaping market activity this year.

7 Financial Moves for the Road Ahead

7 Financial Moves for the Road Ahead

To build a solid foundation for the future, start the year with a comprehensive look at your personal finances.

Municipal Market Update

Municipal Market Update

RidgeWorth managers share their perspective on the municipal market.

Active vs. Passive

Active vs. Passive

Investing in efficient and inefficient markets.

How a Mutual Fund Works

How a Mutual Fund Works

Did you ever wonder what happens behind the scenes of a mutual fund? Learn more about how mutual fund works.

Nearing Retirement

Nearing Retirement

Retirement can open a world of new opportunities, so you'll want to make sure you have the finances available to live the way you want.

Short-Term Goals and How to Meet Them

Short-Term Goals and How to Meet Them

How to meet your short term goals in the New Year.

Roundtable Discussion: The Year Ahead

Roundtable Discussion: The Year Ahead

John Hancock portfolio managers share their views on the global economy, risks to investors, and where they see opportunity.

Mellody's Mail: Saving vs. Investing

Mellody's Mail: Saving vs. Investing

Mellody Hobson of Ariel Investments discusses why it’s important to both save and investment

Investing in the Bond Market

Investing in the Bond Market

Tips from John Hancock.

The opportunity in equity income strategies.

The opportunity in equity income strategies.

The opportunity in equity income strategies.

Emerging Markets

Emerging Markets

Janus’ global sector research teams' share their long-term outlook for strong growth opportunities in emerging markets.

Market Bubble: Are We There Yet?

Market Bubble: Are We There Yet?

Liz Ann Sonders discusses the financial crisis and what investors need to know about it.

Gifting Strategies with 529 Plan

Gifting Strategies with 529 Plan

Learn how parents and other relatives can invest in a child’s education through 529 college savings plans.

Global Markets Outlook

Global Markets Outlook

The MFS team reports on what they think year end 2013 will bring.

2014 Outlook

2014 Outlook

Hear what Oppenheimer CIO Art Steinmetz thinks 2014 has in store for investors.

Legg Mason Market Insight

Legg Mason Market Insight

Growth Stocks: Worth a Closer Look

Differences Matter in Emerging Markets

Differences Matter in Emerging Markets

Making distinctions between today’s emerging markets.

Two is Greater Than One

Two is Greater Than One

Combining municipals and equities for a balanced portfolio.

Macro Strategy Review

Macro Strategy Review

A review of macro factors and their impact on monetary policy, the economy and financial markets.

A Short-Duration/High-Yield Bond Approach

A Short-Duration/High-Yield Bond Approach

Combining short-duration and high-yield is a strategy that may help overcome “Thincome” in today’s low-yield environment

Investors Should Go Where the Growth Is

Investors Should Go Where the Growth Is

George Evans, CIO, Equities, talks about a strategy that starts with a global core of the best and fastest-growing companies, regardless of where they are headquartered.

Managing Market Risk

Managing Market Risk

Having a clear understanding of your portfolio's exposure to price declines may allow you to maintain an investment strategy that's appropriate for the long term.

Invest in Long-Term Quality, Not Short-Term Uncertainty

Invest in Long-Term Quality, Not Short-Term Uncertainty

A market overview in investing in long-term quality, not short-term uncertainty.

Columbia Management: Investment Strategy Outlook

Columbia Management: Investment Strategy Outlook

An overview of what to expect in the 4th Quarter from the perspectives of the Columbia Management.

American Century CEO Discusses Investment Opportunities

American Century CEO Discusses Investment Opportunities

CIO, Mark Kopinski of American Century discusses current investment opportunities.

Bond Snapshot

Bond Snapshot

Bracing for the bumpy ride to higher rates.

Double Jeopardy for Bond Investors

Double Jeopardy for Bond Investors

A conversation with Nathan Rowader, Director of Investments & Senior Market Strategist at Forward Funds

The Surprising Truth About Volatility

The Surprising Truth About Volatility

Many investors don’t realize the impact volatility can have on returns over time.

Not All Bonds or Bond Funds Are Created Equal

Not All Bonds or Bond Funds Are Created Equal

It’s no surprise that when markets become volatile, investors seek the relative safety of bonds. But, remember not all bonds are alike.

Opportunity Out of Uncertainty

Opportunity Out of Uncertainty

Royce Portfolio Manager Jay Kaplan talks about finding investment ideas in a rising market.

VIDEO: Market Opportunities in Our Own Backyard

VIDEO: Market Opportunities in Our Own Backyard

Learn why Schwab Investment Strategists think the U.S. market is the place to be.

VIDEO: Embracing Maturity

VIDEO: Embracing Maturity

Franklin Templeton Investments discusses the maturing market.

Understanding and Managing Risk

Understanding and Managing Risk

American Century looks at different ways to think about and understand risk.

The Pros' Guide to Diversification

The Pros' Guide to Diversification

Find out why diversification makes sense, and how to maintain it.

VIDEO: The Mixed Messages of World Markets

VIDEO: The Mixed Messages of World Markets

MFS Investments addresses the mixed messages coming from the markets and the absence of typical recession triggers.

What's the Best Way to Invest?

What's the Best Way to Invest?

With college tuition rising faster than inflation, stocks are the best investment to help your education-savings portfolio keep pace long-term.

Estimating Retirement Income: What's Your Number?

Estimating Retirement Income: What's Your Number?

Estimate what you'll need to support yourself in retirement?

Investing Fundamentals

Investing Fundamentals

Investing success isn't about luck. It's about knowledge. Knowing these fundamentals are key in investing.

How A Mutual Fund Works

How A Mutual Fund Works

Ever wonder what happens behind the scenes of a mutual fund?

Three Investment Behaviors to Overcome

Three Investment Behaviors to Overcome

Learn to recognize and resist acting on emotions

Getting Ready to Retire: Plan Your Vision

Getting Ready to Retire: Plan Your Vision

What does a successful retirement lifestyle looks like to you?

11 Essential Money Tips For New College Grads

11 Essential Money Tips For New College Grads

Forbes.com takes a look at money tips for new college grads.

When To Buy A Mutual Fund

When To Buy A Mutual Fund

Investopedia.com checks out the best times to buy Mutual Funds.

The New ABCs of Mutual Funds

The New ABCs of Mutual Funds

WallStreetJournal.com investigates the way the landscape has changed dramatically over the past 10 years.

Global Mutual Funds

Global Mutual Funds

As the economy continues to grow and expand, so do the possibilities for higher returns.

College Savings Strategies

College Savings Strategies

Most parents want to give your children the world, but you're overwhelmed by the financial obligations needed to help them.

Top Value Investor's Latest Moves

Top Value Investor's Latest Moves

Discover the strategies that have made Mario Gabelli successful.

Can You Retire Now? Here's The Cheat Sheet

Can You Retire Now? Here's The Cheat Sheet

Forbes.com provides a checklist for those thinking about retirement.

How to Beat High Healthcare Costs

How to Beat High Healthcare Costs

Have you included health care costs in your retirement number?

3 Skills to Teach Your Teen about Money

3 Skills to Teach Your Teen about Money

In a recent Capital One 360 poll, 87% of 12- to 17-year-olds reported knowing at least an average amount about managing finances.

Growing Dividends: The Opportunity in Equity Income Strategies

Growing Dividends: The Opportunity in Equity Income Strategies

The ability of dividend producing stocks to provide both income and the potential for capital appreciation can make the equity income category very attractive to many investors.

Benchmarks

Benchmarks

When shopping for a mutual fund, Ariel Investments says to investigate the fund’s management history.

The Dow Then and Now

The Dow Then and Now

U.S. Funds profiles the rise and fall of the Dow Jones Industrial Average.

Investing Basics - Stay on Track

Investing Basics - Stay on Track

Charles Schwab explains why it’s important to look at the progress you’re making toward your goals over time, as opposed to tracking short-term ups and downs. 

New to Investing? Learn Money Management Basics

New to Investing? Learn Money Management Basics

Learn more about the most critical aspects of investing—risk, asset allocation and diversification.

When Does The Great Recession Become the Great Rotation?

When Does The Great Recession Become the Great Rotation?

Given the strong flows into the bond market over the past few years, many pundits have pondered the beginning of the “Great Rotation” when bond investors begin to move money into the equity market.

Taking Stock: U.S. Companies in Good Shape

Taking Stock: U.S. Companies in Good Shape

Despite the greatest monetary stimulus in history, Aberdeen Asset Management says the U.S. economy has continued to stumble along, with key housing, income and consumer data offering mixed signals at best.

Breakout or fakeout?

Breakout or fakeout?

With the Dow making repeated new all-time highs and the S&P 500 only a few points away from its all-time high, Fidelity says there’s a big question facing investors: breakout or fakeout?

Nurturing Undiscovered Companies

Nurturing Undiscovered Companies

Franklin Templeton Investments says merging economies can tend to have higher growth rates and can be more dynamic than more mature, developed markets.

Saving for College Adds Up

Saving for College Adds Up

If you’re hoping to assist your child with paying for college, getting an early start on your savings can make a significant difference. 

Are You a Rational Investor?

Are You a Rational Investor?

Don’t let emotions derail your long-term financial plan.

How Time Can Help Your Savings Grow

How Time Can Help Your Savings Grow

Staying invested and contributing regularly can significantly increase your assets over time as your savings grow.

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