Understanding Hedge Fund Styles

Posted by Richard on November 13, 2013

  Hedge funds are a diverse class of investments that use aggressive investment strategies to seek greater-than-average total return with lower levels of risk.1 Hedge funds may use many investment tactics not ordinarily available to the managers of regulated mutual funds, including unlimited short-selling, margin trading to leverage price movements, and the unfettered use of […]

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Market Capitalization: A Tool for Understanding a Stock’s Risk

Posted by Richard on

  Market cap — or market capitalization — allows investors to understand the relative size of one company versus another. Market cap measures what a company is worth on the open market as well as the market’s perception of its future prospects, because it reflects what investors are willing to pay for its stock. It […]

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How to Contain Costs for Your College-Ready Child

Posted by Richard on

  College graduates are increasingly learning a new lesson: one in debt management. And many of them are failing. Student debt is widely understood to be a serious and growing problem in the United States. According to the Department of Education, 10% of college graduates defaulted on their loan repayments within the first two years […]

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Should you Purchase an Annuity?

Posted by Richard on

  If you are retiring soon and looking into your options to start drawing down your savings from your employer-sponsored plan, you may have the opportunity to purchase an annuity. Annuities, simply put, help you ensure that you’ll have enough income to last a lifetime. Understanding Annuities Annuities are contracts offered by insurance companies that […]

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