Blog

September 3, 2020
How to Build Your Own Mutual Fund

In this article, I will discuss the two investment platforms you can use to build your own mutual fund in 2020. This is only possible with the power of fractional share investing, automated rebalancing features, and a more involved active management role. Although creating your own mutual fund is entirely possible, for most investors I […]

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July 31, 2020
How to Evaluate a Company's Management Team

In this article on how to evaluate a company's management team, I will cover the various competencies and measures you should pay attention to and research when attempting to evaluate the management of any publicly traded company. Over the long-term, a bad management team will almost always result in a falling stock price and dividend […]

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July 4, 2020
How to Effectively Analyze Company Debt

In this article, I'll cover how to effectively analyze company debt. I'll cover how debt affects a company and how one can identify the impact of this debt on the different financial statements. Finally, I'll highlight the ratios we can use to further determine whether a company is capable of managing its debt. We will […]

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March 24, 2020
How Interest Rates Affect the Economy

In this article, I will cover how interest rates affect the economy and how changes in interest rates can affect the decisions and factors consumers have to account for before making an investment decision. For the past decade, those living in the United States have been accustomed to low, almost zero interest rates. Regardless, the […]

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March 20, 2020
How to Read and Analyze Any 10-K Annual Report

In this article, investors and analysts will learn how to read and analyze any 10-K annual report, in a time-efficient and productive manner. It is vital that stock market investors and analysts know how to efficiently read a 10-K annual report, as it is the best way to really get an understanding of a business. […]

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September 9, 2019
Real Estate Investing vs. REITs

This article on real estate investing vs. real estate investment trusts (REITs) will compare the two most common types of real estate investing methods. By the end of this article, you should have a clear answer to this age-old question, and will be able to make more confident real estate investment decisions in the future. […]

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September 5, 2019
Importance of the Yield Curve for Investors

In this article, I will discuss the importance of the yield curve for investors, what it really means when it flattens and inverts, and what steps investors can take when the yield curve changes shape. In short, the yield curve is a curve that many analysts reference when discussing the economy. In reality, the yield […]

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