Investing Ideas

The latest on stocks, bonds and funds, plus strategies to help manage your portfolio.

Mutual Funds & ETFs

  • The overlooked expense of cheap ETFs

    In turbulent markets, the difference in price between exchange-traded funds and their underlying securities can add up to significant costs that many investors are likely to overlook.
  • 'Green bond' investing: What to look for now

    Investors are showing a growing appetite for bonds that finance environmentally friendly projects, and about $81 billion of 'green bonds' were issued last year. A growing number of funds is making it easier.
  • ETFs for protection from currency swings

    Because currency moves can be unpredictable, investors in foreign bond, and even stock, funds should consider using a currency hedge. There are a variety of ETF products to choose from.
  • High-yield muni funds worth considering now

    High-yield municipal bond funds that invest in low-rated or unrated bonds are staging a comeback. For better yields, investors might want to take a fresh look at the misunderstood sector.

Stocks

  • 8 all-star 'Dividend Aristocrat' stocks

    Dividend stocks with a long history of rising payouts can be critical to the success of an income portfolio. This infographic highlights the eight best-performing stocks among the 'Dividend Aristocrats.'
  • Trump bump for stocks hit by lowered expectations

    Stocks rallied after the election on expectations of significant infrastructure spending, reduced regulations and a tax overhaul, but as momentum has slowed in Washington, the markets face headwinds that are likely to persist.
  • Commodities: Why the recovery may continue

    The recovery in commodity stocks that began in 2016 may continue.
  • Small caps struggle at frontline of Trump trade

    Small cap stocks soared after the election on hopes that the new administration would deliver substantial tax cuts. As momentum in Washington has slowed, the small-cap rally has begun to unwind.

Bonds

  • Trump bump for stocks hit by lowered expectations

    Stocks rallied after the election on expectations of significant infrastructure spending, reduced regulations and a tax overhaul, but as momentum has slowed in Washington, the markets face headwinds that are likely to persist.
  • 'Green bond' investing: What to look for now

    Investors are showing a growing appetite for bonds that finance environmentally friendly projects, and about $81 billion of 'green bonds' were issued last year. A growing number of funds is making it easier.
  • High-yield muni funds worth considering now

    High-yield municipal bond funds that invest in low-rated or unrated bonds are staging a comeback. For better yields, investors might want to take a fresh look at the misunderstood sector.
  • Bond market ignores more assertive Fed at its peril

    Investor attention in the bond market has been distracted by political uncertainty in Europe and the U.S., while overlooking indications from the Federal Reserve that it intends to be more assertive in leading the market.

Investing Strategies

  • How to tell if investing news is legit

    In this digital age there are many places to get financial news, and that may have a big impact on your investing strategy. Here are a few tips to help you determine if you're reading credible news.
  • How to measure investment returns accurately

    Measuring investment returns accurately is a bit more complex than simple division would indicate. While there's some jargon involved, investors who understand the differences may make better decisions about their money.
  • Investors opt for safety as political risk grows

    Trading volumes were muted for many financial market assets with investors refraining from making big bets because of geopolitical tensions in the Middle East and the Korean peninsula.
  • Why index-tracking is more difficult for commodities

    Investments that track broad stock market indexes have reliably rewarded investors over the long term, but commodity indexes have not provided the same kind of consistent returns. Here's why.