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Showing results 181-190 of 331
Article

How to evaluate companies when buying stock

…money again in the future. What financial metrics can you use to evaluate companies? Whether you are working with an advisor or a do-it-yourself investor, it’s good to be as…

8 min read
Article

Understanding non-GAAP financial measures

…with a standardized accounting framework, and are typically unaudited, it is critical to understand the additional risks associated with these measures before considering them in your investment decisions. Why are…

5 min read
Article

Preparing for financial emergencies

…your emergency fund be separate from the account you use for day-to-day transactions because it may also be too easy to withdraw money and spend it on non-emergencies. It’s a…

4 min read
Article

8 questions to ask an advisor

…clients like me? How long have you worked with most of your clients? What results have you achieved for clients like me? May I contact a few clients you’ve worked…

2 min read
Article

How mutual funds work

…mutual funds Banks and trust companies Life insurance companies Credit unions and caisses populaires Mutual fund dealers Investment firms Mutual fund companies that sell directly to the public. Most mutual…

4 min read
Article

How to monitor mutual fund performance

…Facts This is a user-friendly guide that provides key information about your mutual fund including fees and performance. Beginning May 30, 2016, mutual fund companies are required to give investors…

3 min read
Showing results 181-190 of 331