Category: Investing

  • Why dividends matter to investors

    Stock dividends provide investors with income in addition to the capital gains they receive from price appreciation. And even when stock prices don’t rise, dividends can boost an investment’s total return, as Adam Baley explains in a MONEY TALK VIDEO. […]

  • Investing for retirement income

    With low interest rates and no raises in store for Social Security benefits in 2016, Dave Sandstrom advises retirees to seek more investment income from the stock side of their balanced portfolio. In a MONEY TALK VIDEO, Dave says leaning a little more on capital gains shouldn’t be too much of a stretch. […]

  • Investment results: Success or luck?

    Attribution analysis uses past performance in investments to help show how much of a fund’s results can be based on the approach of the fund managers. As Kyle Tetting explains in a MONEY TALK VIDEO, attribution is a sophisticated way of testing a manager’s potential. […]

  • Retirement saving: Which IRA?

    By Adam Baley Retirement savings accounts such as IRAs offer tax advantages that can boost your investment returns. Understanding the differences between traditional and Roth IRAs opens up planning opportunities and helps you find the right combination of investment vehicles for your retirement plan. […]

  • Investment insights via Snapshot

    Tom Pappenfus shows in a MONEY TALK VIDEO how a Morningstar portfolio snapshot can help track the mix of stocks and bonds that drives investment performance. […]

  • Investment balance: Find and keep

    Finding balance between risk and return is key to successful long-term investing. As Art Rothschild explains in a MONEY TALK VIDEO, re-balancing also is needed. […]

  • Stock valuations: Time to buy or sell?

    Puzzling over whether stocks are cheap or pricey requires examining multiple measures and putting them in context, as Dave Sandstrom explains in a MONEY TALK VIDEO. […]

  • Indexes: Low costs, less flexibility

    Index funds can provide low-cost exposure to market segments, but they also lock investors into those segments, as Kyle Tetting explains in a MONEY TALK VIDEO. […]

  • Getting the big stuff right

    Investors know to not put all their eggs in one basket. But where you put them makes a big difference, as Kyle Tetting explains in a MONEY TALK VIDEO. […]

  • Actively managing investment risk

    In considering active management vs. passive indexing, investors should take a look at how risk comes into play, Kyle Tetting suggests in a MONEY TALK VIDEO. […]