The Standards and Poor’s 500, or S&P 500, is one of the world’s most widely tracked stock market indices. …

The FTSE 100, or Financial Times Stock Exchange 100, is the UK’s flagship stock market index that contains the largest 100 companies listed on the London Stock Exchange by market capitalisation. And this guide explains how to invest in the FTSE 100. It’s one of the most popular indices used…

Exchange-traded funds (ETFs) were invented in the early 1990s in Canada as a more cost-efficient alternative to mutual funds. Today, the popularity of this type of investment fund has grown significantly amongst both institutional and individual investors. And now, many investors are trying to learn how to invest in ETFs. …

Retirement planning, or financial planning, is a critical first step in preparing for the day an individual stops working. It involves identifying long-term retirement goals and building up sufficient wealth to live in comfort. For most newly employed individuals in their early 20s building, a pension pot isn’t usually at…

Automatic rebalancing is a relatively new technique in the financial industry to help keep risk in check. The value of investments is constantly in a state of flux. And over time, the balance between stocks, bonds, and other asset classes within a portfolio can shift drastically. Investment strategies often define…

Asset allocation is one of the most important parts of an investment strategy. It defines how much of an investor’s portfolio should be invested across different asset classes to achieve their investment objectives. When used correctly, it can help maximise returns while keeping risk in check, similar to diversification. How…

Learning how to pick stocks is a common endeavour among investors. After all, there are roughly 58,200 publically listed companies to choose from. And the majority won’t deliver market-beating returns. The art of stock picking is applying fundamental or technical analysis to determine whether a stock qualifies as a good…

The popularity of index funds (also known as index trackers) has been growing at an accelerating pace in recent years. The term describes either a mutual fund or an exchange-traded fund (ETF) which tracks a specific stock market index. As a quick reminder, an investment fund takes shareholder capital and…

The role mutual funds play in the financial industry has increased drastically over the years. Between 2011 and 2020, the number of open-ended funds in the United States increased by 40%. But what exactly is a mutual fund? In simple terms, it’s a giant pool of capital sourced from hundreds…