What Is A Mutual Fund Share Class Exchange?
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Share class exchanges can create small savings for investors who have found themselves invested in the wrong share class. However, it is better to buy the lower cost funds in the first place.

What Is An Asset, A Liability, And An Investment?
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Knowing the difference between these categories helps you to use them appropriately.

What Is A Short Sell?
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In short selling, a bankrupt stock is the best thing that can happen, but the worst thing that can happen is that the stock price will rise.

What is Cost Basis and How Do I Calculate It?
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The process of correcting cost basis problems, although time consuming, is worthwhile.

The Power of Compounding
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It is hard to prioritize saving, but it pays off. Here is how.

Diagnostic Tool: What Are Normal Market Movements?
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It is common for investors to be surprised by movements in their portfolios, but it is harder to determine if these movements mean that anything should be done.

Do Stock Buybacks Bring Real Value?
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Stock buyback programs are a method of returning profits to shareholders without causing a taxable event.

What Is The Average Holding Period For A Stock?
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The average holding period for a stock is not simply the inverse of liquidity.

What Is Shareholder Primacy?
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Since only a small portion of stock is traded each day, a large majority of shareholders prioritize the long term appreciation of the value of the company.

Bond Basics
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Bonds are like the iron rods put in the bottom of sailing ships. They don’t make the ship go faster, but they do keep the ship from capsizing in stormy weather.

What Is The Sharpe Ratio?
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At best, the Sharpe Ratio is a single hard coded straight-line preference curve, and the portfolio with the highest Sharpe Ratio is not necessarily the one which will give you the best chance of meeting your goals.

What Is A “Risk-Free” Guaranteed Investment Return?
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There is no such thing as a risk-free, guaranteed investment. Everything has risks.

What is Margin?
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We don’t normally recommend being on margin, but we recommend having the option in case it is needed.

What Is Turnover Rate?
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Beware the turnover rate. It’s much wiser to invest in funds managed by people you trust.

What Is Correlation?
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The correlation between two investment is used in portfolio construction and rebalancing.

P/E Ratio
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P/E ratio tells you how many dollars you have to invest to receive $1 in earnings.

Hedge Funds Aren’t Worth The Risk Part 1 – What Are Hedge Funds?
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As Hedge funds grow in popularity, beware of following the lemmings.

Exchange Traded Funds
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ETFs combine tax efficiency with low expenses.

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