Investing

For seven decades, our investing experts have been empowering and educating both investment clubs and everyday investors. This section provides unbiased information covering topics helpful for the retail investor, such as stock market commentary, speculative stocks, Wall Street news and much more.    

You can find additional articles on investing by visiting Getting Started With StocksDividend Stocks and Mutual Funds & ETFs.   

Uncertain Times Call for Common Sense

by Dennis Genord, Director of Education and Chapter Relations, BetterInvesting May 05, 2022 Regardless of the type of market we’re currently in, long-term investors should continue seeking stocks of high-quality growth companies, which are trading at historically attractive valuations.

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Why Women Often Make the Best Investors

by Thomas D. Saler Mar 31, 2022 The Trick? Refrain From Buying Stocks at Market Highs, Selling at Market Lows

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Can You Do Well and Do Good?

by Danielle Schultz, CFP, CDFA Mar 31, 2022 2020 Saw Upswing of Interest in Socially Responsible Investing

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7 Principles Investors Should Keep in Mind When Reviewing the Paperwork

by Sam Levine, CFA, CMT Mar 11, 2022 Why Financial Statements Are So Darn Complicated

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A Few Terms of the Trade - Wall Street Jargon

by Gerri Walsh, President, FINRA Foundation and Senior Vice President, Investor Education Mar 16, 2022 From Dead Cat Bounce to LULD, Wall Street Loves to Use Jargon

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Robinhood and Its Merry Traders

by Sam Levine, CFA, CMT Mar 08, 2022 Is Trendy App Too Targeted on Short-Term Investing?

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Gather in Savings With Tax-Loss Harvesting

by Matt Mondoux, CFA, CFP, CMT Mar 16, 2022 Portfolio Management Includes Being Aware of Potential Tax Savings

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Robinhood’s Legacy? Getting Young People Investing

by Thomas Saler Mar 16, 2022 One Study Shows New Investors Are Doing Relatively Well

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What is a SPAC

by Doron Levin Oct 21, 2021 One of the less familiar terms to enter the language of investing in the past couple of years is SPAC (pronounced “spack”) – an acronym for Special Purpose Acquisition Company.

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Is ESG Investing Good?

by Doron Levin Jul 21, 2021 Is it reasonable to choose the stocks of companies that support policies promoting clean air and water, social justice, hiring diversity and increased transparency and disclosure to shareholders?

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Day Trading Vs. Investing

by Doron Levin Dec 03, 2020 Overview: With the popularity of mobile trading apps like Robinhood, you should understand the fundamental differences between day trading and the life-long skill of investing.

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Market Madness

by Dennis Genord, Director of Education and Chapter Relations, BetterInvesting Feb 04, 2021 A Primer on Short Selling, the Short Squeeze, and Why BetterInvesting Does Not Recommend Getting Involved in This Type of Market Game Playing.

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A Mini-Course on Micro Investing

by Gerri Walsh, President, FINRA Foundation and Senior Vice President, Investor Education Dec 10, 2020 Apps Help Investors Easily Access Stock Market With Petty Cash.

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What’s Your Risk Tolerance?

by Alexandra Armstrong, CFP, CRPC, and Christopher Rivers, CFP, CRPC Nov 16, 2021 Portfolio Size, Proximity to Retirement Impacts an Investor’s Perception

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A Single Indicator Is Only a Starting Point

by Sam Levine, CFA, CMT, Contributing Editor Nov 16, 2021 When a Stock Is Trading at an Extreme, Look to the SGG for Clues

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What Are Your Portfolio's Hidden Costs?

by Matt Mondoux, CFA, CFP, CMT Nov 16, 2021 You May Be Paying More Fees Than You Think

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It’s More Fun to Play Monopoly When You Own One

by Sam Levine, CFA, CMT Jul 15, 2021 A Nice, Wide Moat Helps Keep Competitors at Bay

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Should You Invest in Marijuana Stocks?

Aug 13, 2019 It is really a question of when, not if, the federal government legalizes marijuana.  Then it will be possible to build national pot brands – this is where the money will be made.

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Mind Tricks for Math-Hating Investors

by Sam Levine, CFA, CMT Apr 23, 2021 If You’re Looking for Trends, It’s Not a Sin to Round Off Numbers

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How To Invest Your Stimulus Check

by Doron Levin and Dennis Genord Mar 24, 2021 Learn how to invest your stimulus check for long-term growth.

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Market Liquidity and Small-Cap Stocks

by Sam Levine, CFA, CMT Mar 11, 2021 Be Aware of the ‘Spread’ Between a Stock’s Bid and Ask Prices

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No-Fee Trading

by Danielle Schultz, CFP, CDFA Mar 11, 2021 Investment houses don’t give away free money and they, like us, have bills to pay.

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Exchanging a Variable Annuity

by Gerri Walsh, President, FINRA Foundation and Senior Vice President, Investor Education Mar 11, 2021 Making a Change in Contracts Requires a Close Study of Underlying Fees, Benefit

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An overview of Telsa, Inc. (TSLA) Stock

by Doron Levin Nov 25, 2020 Tesla’s rapid share-price increase has made it an extremely popular stock among BetterInvesting members – and one that doesn’t align with the organization’s investing principles.

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What Index Investing Really Means

by Matt Mondoux, CFA, CFP, CMT Dec 14, 2020 Passive Investors Often Find Their Portfolios Overconcentrated in Certain Sectors.

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Battery Advances Needed for Electric Vehicles to Take Off

by Walter Kirchberger, CFA Sep 15, 2020 Learn what is needed to make electric vehicles turn a profit.

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High Hopes – Share Prices Are Hoisted by Sales and Profit

by Sam Levine, CFA, CMT, Contributing Editor, BetterInvesting Magazine Dec 11, 2020 Follow the long journey that a sale takes toward moving a stock price.

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Letter to a Young Investor

by Vitaliy Katsenelson, CFA Jun 06, 2019 Author, Vitaliy Katsenelson, CFA shares investing advice to new investors.

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Want to Be a Better Investor? Stop Staring at Your Stock Portfolio

by Vitaliy Katsenelson, CFA Apr 09, 2019 Next time you notice the price of a stock you own moving up or down, think about the factors that may be influencing that move.

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Working Capital: Working Hard or Hardly Working?

by Sam Levine, CFA, CMT, Contributing Editor BetterInvesting Magazine Dec 17, 2020 How a Company Manages Money Is Key to Its Profitability and Stock Valuation.

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Wall Street’s Favorite Trick

by Sam Levine, CFA, CMT Nov 12, 2020 Is It Worthwhile to Buy Insurance Against a Market Downturn?

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New SEC Rule: Best Interest Standard for Advisers

by Russell Malley, Club Accounting Adviser, ICLUBcentral Nov 12, 2020 The Securities and Exchange Commission (SEC) regulations regarding broker-dealers and advisers concerning their relationship with clients. The SEC’s new regulations more clearly define the difference between a broker-dealer and an adviser, including who may include “adviser” in their title.

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