Investing Strategy

Investing results may depend to some extent on luck, but research and science play a larger role in portfolio strategy.

When your broker or financial advisor recommends that you read an investment or fund prospectus, it’s for a good reason. A prospectus can offer clues to help you assess an investment’s risks.

Just as families tend to dial it back a bit during the summer months, so do markets and market participants. Here are a few potential opportunities and pitfalls to consider when searching for summertime sizzle.

TD Ameritrade offers a full menu of tools, previews, and third-party analysis around earnings season. Here’s how you can find and make best use of them.

What positive practices in environmental friendliness, corporate governance, and positive employee relations make different companies qualified to be called “socially responsible”?

In 1960, 13% of all U.S. households were made up of one person. That number has risen to 28%. Companies and industries are taking note. Is your portfolio prepared?

Many investors prefer a globally diverse strategy, but some find that a portfolio focused on U.S. stocks and assets is better for their situation. Consider your time horizon and risk tolerance as well as your long-term goals to determine which might be right for you.

Shifting tastes and preferences have led to the emergence of publicly traded plant-based meat alternatives such as Beyond Meat (BYND), and established food producers are responding.

The hazy legal environment surrounding marijuana stocks can be tricky to navigate, particularly for U.S. federal employees and their contractors.

As institutional money flows into the legal cannabis industry, more retail-level investors might be wondering how to get in on the action. Here’s a primer.

Quarterly earnings calls, a routine practice for most U.S. corporations, can be a rich source of insight and ideas for investors.

Many famous investors have said that people should invest in what they know, but there’s more to the saying than just that. Does this apply to IPO investing?

Tending a garden and dividend investing have some things in common, including the need for high quality and patience.

Learn the difference between penny stocks and micro-cap stocks, plus the potential risks of such investments, to help you decide if you should consider them.

Do you have the right financial advisor? Learn some of the key traits of a great financial advisor and some of the warning signs that may suggest you choose a different financial advisor.

Explore the importance of value investing in a volatile market and learn how to build a durable portfolio to help you weather the storm.

There’s more to portfolio diversification than stocks and bonds. Factors like market capitalization, international vs. domestic holdings, and sub-sector exposure all deserve consideration as you build a well-diversified portfolio.

Eager to learn how to invest in the stock market? Some basic info and tools to get you started.

There are some important things to keep in mind when deciding how to invest for shorter term goals.

Is there such a thing as a safe investment? No, investing is not safe, but are there prudent investing practices?

The so-called January effect and other seasonal patterns have long been part of market vernacular, but investors need to separate reality from myth.

Portfolio managers often use questionnaires to help investors with asset allocation, but sometimes there’s a disconnect between investors’ answers and their real-life objectives and risk tolerance. Keith Denerstein of TD Ameritrade explains.

Beyond the world of stocks and bonds lies another category of assets: alternative investments. Learn about the alternative investment market and the types of “alts” that may be available to retail investors.

Interest in environmental, social, governance investing (ESG) is rising. Learn how you can invest in an ESG managed portfolio.

Short-term traders and long-term investors use technical analysis to help them determine potential entry and exit signals for their investments.

Gross domestic product (GDP) data is key to understanding the health of the U.S. economy, but may not be so critical for stock market traders and investors.

Learn how to identify stock market trends using moving averages to help add context, support decision making, and complement other forms of analysis.

In August, the Fed left rates unchanged and earnings season overall didn’t disappoint. What might be in store for September?

After a market drop, some investors might move their money to wait it out. Find out why staying invested may be a better approach than stock market timing.

Growth stocks vs. value stocks—what's the difference? Explore examples and attributes of value and growth stocks side by side in a comparison.

When deciding whether to invest in ETFs or mutual funds, it may help to know whether you're an active or buy-and-hold investor.

Don't miss out on potential gains to your portfolio. Staying fully invested during market swings helps you catch the big days of S&P market gains.

Some investors like to self-direct their portfolios, but for others, working with a professional money manager might make more sense. Which is for you?

The Federal Reserve hiked the Fed funds rate 3 times in 2017 and projected 3 more hikes for 2018. Should you consider investing in fixed income?

Should a long-term investor ever consider a radical shift in their investing approach, or is a gradual evolution better? Is the grass really greener?

Learn about the risks and potential benefits of "socially responsible" fixed income investing, or what some call "green bonds."

In low-interest rate environment, investors sometimes look to dividend-paying stocks as a mean of generating income.

Learn the ins and outs of preferred stock, and the differences between preferred stock, common stock, and corporate bonds.

Learn about the "positions" to fill as you build your investment portfolio.

It’s getting easier than ever for socially conscious investors to monitor companies for their environmental, human rights, and other initiatives.

Some experts say it’s important to allocate a portion of your portfolio to cash. What’s the right amount for you?

Sustainable investing is more popular than ever as we celebrate Earth Day 2017. What can investors do to put more “green” into their portfolios?

Are you a long-term investor hoping to use time to your advantage? Don’t chase trends, and especially don’t try to time the market. There are other ways.

Investment in alternative energy companies and ETFs may offer rewards, but also come with risks. Here are some considerations.

Looking to grow? A growth fund is a basket of stocks designed to deliver capital appreciation as opposed to dividend income.

How might rising interest rates impact long-term investing decisions? Discuss the impact of a rate hike on long-term savings: fixed income, long-term care.

The wild market swings during the presidential election may be a reminder to investors that staying invested for the long term may keep you on course.

Ready to brush up on your investing and trading? Here are six of the best investing books of all time.

Like the changing leaves outdoors, fall signals a change in the historical patterns of the stock market. Learn what the “best six months” has in store.

It’s that time of year when kids head back to school and investors brush up on the ABCs of long-term investing. Learn 3 rules that might help.

Technical analysis and drawing trendlines can keep you informed about the trends unfolding in your investments and may even support your decision making.

In recent years, passively managed index funds have attracted big money flows. What are the advantages and risks of investing in index funds?

Support and resistance are two of the most important concepts in technical analysis. How can investors potentially gain an edge by applying them?

You might assume green initiatives are the core of socially responsible investing, but there’s a long list of factors that go into evaluating a company’s ethi

Our chief market strategist breaks down the day's top business stories and offers insight on how they might impact your trading and investing.

Intermarket analysis and far-reaching ETFs can help you tackle global markets.

Are you too obsessed with stock benchmarks? You may be indirectly and directly following results that are far removed from your portfolio’s long-term aim.

Looking for new ways to win in the stock market? Dividend-paying stocks can be quite attractive.

Modern portfolio theory (MPT) is built on asset allocation, diversification, and rebalancing your portfolio without letting human emotion interfere.

Alcohol, tobacco,and gaming stock sectors are called the triumvirate of sin. For investors, it can pay be sinful.

Don’t panic and sell your long-term retirement investment. Instead, consider going shopping during a stock market down phase.

Study intermarket analysis, specifically bonds, for potential clues on the next leg for Federal Reserve policy and stock market reaction.

Study intermarket analysis for a more complete investing picture. Pull in bonds, currencies, and commodities with typical stock market research.

Ask yourself if your investing goals and personality traits favor active or passive strategies—or combining the best of both in a smart beta approach.

Weigh the opportunities and risks of thematic investing, which targets demographics like the big spending of the 92-million-strong millennials.

Beta, a method of measuring an investment’s volatility relative to the broader market, is one way to gauge risk. It works even better when you remember to re-measure.

Hedge funds are often the envy of investors on the outside looking in. But from the fees to stomach-churning swings, there’s a lot for retail investors to learn.

Inflation-proofing a portfolio is about allowing growth investments to take advantage of an economy that tips toward inflation while buffering income-generating portions from inflation’s bite.

A winning well -thought- out investment plan requires you need to dig deeper to get an edge on the crowd. Here’s a few secondary ways to play big themes.

First in a series of brief, instructional articles that start at the beginning and build to combining and applying basic option trading principles in more complex strategies, including spreads.

Investors looking for well-priced, quality stocks might borrow a page from Warren Buffett and Benjamin Graham, but only with the help of a stock screener.

Climate-conscientious stock-picking that's evolved past volatile solar and wind.

The Motley Fool details four big mistakes that could devastate your finances.