Get Physically Fit and Financially Jacked
Who knew that your squats record, or your daily burpees, could tell you something about your financial fitness? Actually, the two are a lot more related than you’d think—70% say that financial health has a positive impact on their physical health. But it turns out, the two aren’t just connected—the process of getting financially fit […]
Jim Wang’s Guide to Budgeting Your Way – Without Doing Anything You Hate
Budgeting is like counting calories. It’s good for you but no one enjoys doing it. As a result, very few people do either! What if I told you there were a lot of different ways to budget and it just takes time to figure out what works for you? It’s not always about saving every […]
Popular Types of Mutual Funds
Many mutual funds combine an investment objective with a specific category of stocks. For example, a fund might be an international fund whose objective is growth, or a growth fund that specializes in small-cap stocks. Here are some common stock fund types, based on their investment objectives: Growth fund A growth fund’s primary objective […]
What You Need to Know About Buying Corporate Bonds
A corporate bond is a security issued by large, publicly traded companies. When you buy a bond, you're lending money to the company (issuer). The issuer uses bond money to fund costly business initiatives like construction, research, and manufacturing. Bonds are sometimes called fixed-income or debt securities, and are bought and sold through a brokerage […]
Tips for Writing Successful Covered Calls (Part 4)
Tip 4: Consider buy-writes. If you're attracted to covered calls as an ongoing income strategy, you can buy the stock and sell the call option in a single transaction. This is called a buy-write. Buy-writes offer more than convenience. For one thing, you reduce your market risk by not legging into the strategy. (When you […]
Tips for Writing Successful Covered Calls (Part 3)
Tip 2: Don't panic if you're assigned. If you're called upon to deliver stock, it can come as a surprise. Some covered call writers worry about losing a long-held stock position this way. But you have more choices in this situation than you may realize. Let's say you've bought 100 shares of XYZ per year […]
Tips for Writing Successful Covered Calls (Part 2)
What is assignment? If you sell a covered call, you're accepting an obligation in exchange for the option premium you collect. Your underlying shares of stock might be “called” away from you if the option buyer chooses to exercise. We say “might” here because it's not guaranteed that you'll be asked to honor this obligation. […]
Tips for Writing Successful Covered Calls (Part 1)
What is a covered call? A covered call is an income-producing strategy where you sell or write call options against shares of stock you already own. Typically, you'll sell one contract for every 100 shares of stock. In exchange for selling the call options, you collect an option premium. But that premium comes with an […]
Should You Invest in Corporate Bonds?
For advanced traders, corporate bonds comprise a key component of a diversified investment portfolio. But are they a good match for your financial objectives? Investing in corporate bonds might make sense for you, if: Bonds are a part of your asset allocation plan and you're investing a certain percentage of your portfolio in them. You […]
Mutual Fund Investment Objectives
What are investment objectives? There are many ways to try to make money from investments. You might take on additional risk to try to profit from potential growth in the value of stock shares. Or, you might be a retiree, who prefers an investment whose chief benefit is the periodic income payments it offers. If […]
