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 Stocks, Dividend Stocks and Mutual Funds & ETFs.   

Don’t Fall for Value Traps

by Sam Levine, CFA, CMT, Contributing Editor Jan 12, 2024 What Looks Like a Bargain May Be a Losing Game for Your Portfolio  

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Forecasting Growth Rates

by Sam Levine, CFA, CMT Apr 14, 2023 A Great Success Story? Be Careful of Paying a High Price

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Investors Need to Keep an Eye on a Firm’s Free Cash Flow 

by Sam Levine, CFA, CMT Apr 03, 2023 What Is a Financially Healthy Company, Anyway?

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Diversification May Be a Wiser Strategy Than Ever

by Thomas D. Saler Mar 31, 2023  Keeping Your Balance in a Rebooting Economy

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Measuring Quality

by Sam Levine, CFA, CMT Mar 29, 2023 Other Ways to Analyze a Company’s Valuation

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5 Mistakes Even Experienced Investors Make

by Sam Levine, CFA, CMT, Contributing Editor Oct 20, 2022 Most Dreaded? The ‘Mechanical Error’: Pushing the Wrong Button During an Online Trade

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Investing in a SPAC

by Gerri Walsh, President, FINRA Foundation and Senior Vice President, Investor Education Oct 19, 2022 In 2020, SPACs raised over $80 billion and in the first nine weeks of 2021, SPACS raised over $70 billion. What are they and how do they differ from IPOs?

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Understanding Stop-Loss Orders

by Matt Mondoux, CFA, CFP, CMT Sep 15, 2022 Investors Need to Be Clear on the Risk Level They Can Tolerate

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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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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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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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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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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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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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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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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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