Investment

April 22, 2022
Person analyzing financial charts on a laptop in a workspace.

The Investment Risk No One’s Ever Heard Of

INVESTMENTREAD TIME: 3 MIN Knowledgeable investors are aware that investing in the capital markets presents any number of risks, including interest rate risk, company risk, and […]
April 22, 2022
Tax Planning Tips Strategies for Key Investment & Savings

The Utility of Sector Investing

INVESTMENTREAD TIME: 3 MIN There is a growing popularity among individuals to broaden their investment strategy beyond conventional allocations and investment styles. Some see sector investing […]
April 22, 2022
Two men shaking hands in a professional setting.

The Anatomy of an Index

INVESTMENTREAD TIME: 4 MIN Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 […]
April 22, 2022
Close-up of two people, one with gray hair and another with a beard, blurred background.

Investing with Your Heart

INVESTMENTREAD TIME: 3 MIN Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social […]
April 22, 2022
A bright orange sports car in a showroom with large windows.

Earnings for All Seasons

INVESTMENTREAD TIME: 3 MIN While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can […]
April 22, 2022
Financial-Planner-Investment-Management-Vega-Financial-LLC-Mercer-Island-WA-Seattle-WA

The Ivory Tower Changes Wall Street

INVESTMENTREAD TIME: 4 MIN For as long as there has been a stock market, investors have sought a reliable framework to determine the future direction of […]
April 22, 2022
A person holding a tablet with text 'TO BUY OR NOT TO BUY'.

The ABCs of Zero Coupon Bonds

INVESTMENTREAD TIME: 3 MIN At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument […]
April 22, 2022
A caregiver assisting an elderly woman with a walker.

A Taxing Story: Capital Gains and Losses

INVESTMENTREAD TIME: 3 MIN Chris Rock once remarked, “You don’t pay taxes – they take taxes.”1 That applies not only to income, but also to capital gains. […]
April 22, 2022
Skyscrapers under a clear sky with the title 'The Business Cycle'.

All Muni Bonds Are Not Created Equal

INVESTMENTREAD TIME: 4 MIN The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption […]