Investing
537 articlesReaders can find walk-throughs, comparisons, examples and updates tied to compound returns, brokerage accounts and fund expense ratios, with attention to stock ownership, bond yields and diversification strategy when those details affect costs, rights, exposure or timing.
Buffett's S&P 500 Advice: What 107 Positive 20-Year Periods Do and Don't Show
Every rolling 20-year period in Crestmont Research's data ended with a positive annualized total return. That record has limits, and fund fees differ.
Could a Small-Cap Turnaround Help This Growth ETF?
Vanguard's long-range model projects a possible return edge for U.S. small-caps over large-caps. IWO holds 1,127 growth stocks, but the forecast is no promise and recent gains say little about its next decade.
The Midterm Rally Faces a Tough Test in 2026
The S&P 500 has risen in every 12-month period after a midterm election since 1950. But high valuations leave less room for error, even if earnings growth and divided government support another gain.
American Financial Group Raises Dividend 10.2%
American Financial Group declared a $0.97-per-share dividend, payable October 23, after raising the payout 10.2%. Shareholders get a larger payment, but casualty losses and investment volatility remain risks.
Gentherm's $2.07 Dividend Meets a 23% Monthly Slide
Gentherm declared a $2.07 special dividend per share after completing its combination with Modine's Performance Technologies business. Its stock fell 23.10% over 30 days, while a $45.71 fair-value estimate points to potential upside and its P/E premium raises questions.
Jardine Matheson Southeast Asia Approves a US$0.37 Special Dividend
Shareholders approved a US$0.37 special dividend as Jardine Matheson Southeast Asia adopts a broader regional identity. Forecasts point to falling revenue but higher earnings.
Three ETFs That Can Cushion a Portfolio Without Market Timing
These three ETFs take different approaches to portfolio risk without requiring investors to move everything to cash. None can prevent losses or predict when a market downturn will come.
Why Dividend Income Could Shape Retirement Portfolios Through 2030
Dividend-paying stocks can provide cash during market declines, but a high yield alone can mislead. For retirees, the balance between income now and dividend growth over time may matter through 2030.
Jim Cramer's Three Rules for Avoiding Costly Stock Mistakes
Jim Cramer's rules focus on risks investors can manage: buying too much too soon, mistaking a troubled company for a bargain and holding on too long after a sharp gain.
Why VOO Could Help Investors Stay Put in a Recession
VOO spreads exposure across nearly 500 companies, which may help investors resist panic-selling during a downturn. But diversification cannot prevent market losses or replace cash needed soon.
Energy Transfer's 6.8% Yield Rests on Strong Coverage
Energy Transfer has raised its distribution for 19 straight quarters since its 2020 cut. A 2.2 DCF coverage ratio and a forecast for lower leverage support the payout, but do not remove the risks.
Energy Transfer's Dividend Cut Still Matters, but the Risk Has Eased
Energy Transfer halved its payout in 2020. Since then, the distribution has climbed, and cash flow now covers it more than twice over. That is reassuring evidence, not a promise against another cut.
What 98 Years of Market History Say About the 2026 Midterms
Prediction markets favor a Democratic takeover of Congress, while past S&P 500 returns have varied sharply with the party mix in Washington. The history points to risk, not a dependable forecast for investors.
Why Investors Look to Smaller, Fast-Growing Tech Stocks
The investor looks for tech companies with fast revenue growth, rising margins and room to scale. Silicon Motion's recent results show the kind of growth that draws attention, but the approach still carries company-specific and market risks.
A Dividend Cut Can Hit Retirees Twice
A dividend suspension can cut retirement cash flow just as the stock falls. SDY and VYM spread exposure across dividend payers; SPYI gets much of its distribution from options instead.
Three ETFs to Consider Before a Downturn
Healthcare stocks and bonds may cushion some recession pressure, while broad-market funds keep stock exposure in the mix. The trade-offs include company concentration and the risk that bonds lose value when rates rise.
Weak September Jobs Report Gives Stocks a Lift as Treasury Yields Fall
Employers added 29,000 jobs in September, well below forecasts, while unemployment held at 4.2%. Treasury yields fell and stocks rose as investors weighed what the report could mean for the Fed's October decision.
AI Leaders' Valuations Fall as Earnings Growth Outpaces Shares
Nvidia, Amazon and Alphabet trade at lower forward earnings multiples despite a powerful market rally. Strong growth forecasts support the case for Nvidia, but heavy AI spending and high expectations leave investors watching for results.
How Long Does It Take the S&P 500 to Recover From a Bear Market?
Yardeni Research counts 11 S&P 500 bear markets since 1957. Recoveries to a new high took a little over three years on average, but that figure cannot tell investors when the next loss will end.
Market Cap Sets the Scale for a Stock's Upside
A tenfold gain would take a $2 billion company to $20 billion, but a $1.2 trillion company would need to reach $12 trillion. Market cap helps frame the math, not predict the outcome.
Weak-Conviction Stocks Deserve a Closer Look as Bear-Market Risks Rise
Hartford's historical figures put the typical S&P 500 bear-market decline at 35%. Investors can review which holdings still fit their long-term plans without assuming a downturn is near.
Dividend Stocks Can Give Beginners a Steadier Starting Point
Dividend growers have historically delivered stronger returns with lower measured volatility than dividend cutters. But payouts are never guaranteed, and the long-term record cannot predict what new investors will earn.
XLP Has Lower Fees; IYK Has Higher 10-Year Returns
XLP charges 0.08% and yields 2.73%. IYK's reported 10-year return is higher, at 134%. The choice comes down to whether lower costs and income matter more than historical growth.
October's Crash History Is No Reason to Panic
Five of the S&P 500's 10 biggest one-day declines since 1981 came in October. Yet the index has averaged a gain for the month since 1928. Investors can weigh that history against current risks without trying to time a crash.
Korean REIT ETF Uses Building Sale Proceeds to Boost Payouts
Hanwha Asset Management plans four months of larger PLUS K-REITs ETF payouts, funded by a property sale. The temporary increase also carries a risk of a larger-than-usual ex-dividend price adjustment.
VICI Raises Its Dividend as Shares Slide 24%
VICI Properties raised its quarterly dividend to $0.46, while its shares fell nearly 24% over the past year. Lease income supports the payout, but a change in Caesars' ownership could affect future lease terms.
ARKX vs. XAR: Which Aerospace and Defense ETF Fits Your Portfolio?
ARKX returned more than XAR over the trailing year in the reported snapshot, but it charges more and showed greater volatility. Over four years, the funds finished almost even.
Prepare Your Portfolio Before a Bear Market Tests Your Nerve
Inflation and higher interest rates could pressure an already-high stock market. Investors can prepare by checking their risk tolerance and deciding how much cash and defensive exposure fit their plans.
Three Chemical Stocks Kept Raising Their Dividends
Dow and LyondellBasell cut quarterly dividends as the chemical downturn squeezed payouts. Linde, Ecolab and Sherwin-Williams raised theirs, backed by contracts, repeat demand and pricing power.
Build a Recession Buffer Without Abandoning Your Long-Term Plan
Current indicators do not point to an imminent recession, but high valuations and household affordability pressures make preparation worthwhile. Cash reserves and a careful review of investments can protect flexibility without forcing investors to abandon long-term holdings.
VOO's lower fees challenge QQQ's growth edge
Over five years, $1,000 grew to $2,108 in QQQ and $1,892 in VOO. QQQ's higher fee and heavier technology concentration add risk for investors weighing growth against diversification.
RBC Shares Slip as Dividend Hike Meets a Technical Test
Royal Bank of Canada lifted its quarterly dividend to C$1.76 and announced two new note offerings. Its shares still fell 0.59% to C$283.39, below key short-term averages as investors weigh the stock's next move.
Shiller CAPE Above 40 Puts S&P 500 Valuations in Focus
The S&P 500's Shiller CAPE has climbed above 40, a level last reached before the dot-com crash. The measure cannot time a downturn, but it can prompt investors to check their exposure before markets turn.
Inflation Hedges Need More Than Scarcity
Gold and silver have posted sizable long-term gains, and Bitcoin's fixed supply draws investors seeking inflation protection. But fees, volatility and timing all matter before changing a portfolio.
SOXX Turned a $5,000 Investment in 2001 Into $118,240
SOXX has surged during the AI boom, but it lagged the S&P 500 for its first 15 years. Its record shows the potential gains and risks of investing in one industry.
Vanguard VIG Uses Dividend Growth to Screen for Bear Markets
Trying to dodge a bear market can mean selling after prices fall and missing the recovery. Vanguard Dividend Appreciation ETF screens for companies with long records of dividend growth, but investors still face stock-market risk.
Trump's Economic Gamble Puts the 2026 Stock Rally Under Pressure
The S&P 500 has climbed 27.6% since Trump's November 2024 election victory. Tariffs, higher oil prices and rising bond yields are tightening conditions for AI and other growth stocks.
GDP Is a Blunt Signal for Investors
An early GDP estimate can change, and it may not show the pressure households face. Employment, inflation-adjusted pay and conditions for lower-income workers give investors a fuller view of the economy.
IRS ETF Ruling Puts AB's High Yield Under Scrutiny
The IRS says some structured ETF transfers of appreciated securities trigger taxable events. For AllianceBernstein investors, the ruling comes alongside a 9.94% yield and a payout ratio above earnings.
Berkshire Moves Further Into Abel Era as Buffett Leaves Chair
Warren Buffett became chairman emeritus on September 18, 2026, after handing the CEO role to Greg Abel. With Todd Combs gone and Berkshire shares trailing the market this year, investors are watching how the company handles the change.
Page 1 by 14