Why a Robo-Advisor Is a Smart Move in Any Market
You’ve probably come across the term “robo-advisor” in the media at some point. It has become a popular way to refer to the more automated approaches to managed investing that have emerged in the last several years. It can be a bit misleading, however, since it implies that robots or computers are calling all the […]
Glass Ceiling-Shattering Moments by Women of Wall Street
Updated May 25th 2018 As various individuals, organizations, and initiatives work to reduce the gender gap in the financial services industry—the facts are still staggering. Only 14% of executives at Gender-Equality Index member firms are female. While parity has been achieved in the overall workforce, there’s clearly more work to be done on Wall Street. […]
African Americans Who Broke Barriers on Wall Street
It’s hard to imagine an industry with a history more patrician than that of Wall Street. For at least the first 150 years, it was a place that offered no opportunity for women or people of color. But as was the case in many industries throughout the 1940s, 50s and 60s, a small group of […]
Investor Mindset Survey Results: Bye-Bye to the Bull and Bear?
The bull and bear have long been two symbolic beasts of investing and finance. But we wondered if today’s independent investors still relate to those symbols when it comes to their finances. So we asked. And we heard from more than 2,000 adults of all ages and income levels from different places around the U.S. […]
What Is Your Investing Animal Spirit?
When it comes to the mindset of an investor, times are changing. Our recent survey revealed, only one in 10 Americans say they consider themselves a bull or a bear when it comes to investing. What’s more, the vast majority of those surveyed believed their investing approach better aligns with one of 10 different “animals […]
How to Channel Your Investing Animal Spirit
Despite setting financial goals, do you end up being your own worst enemy? Like you tap into some of your investments to fund a trip. Or you tell yourself to tolerate a little risk, but you panic and withdraw all your money from the stock market. Turns out, you’re not alone. Market researchers have been studying […]
Your Cheddar: What We Know About the Millennial Investor [Video]
In case you missed it, Rich Hagen, President of Credence Global Bank Invest, appeared on a recent episode of Your Cheddar, our weekly livestream from the NYSE floor in collaboration with Cheddar. Rich’s segment introduced one of the newest additions to Credence Global Bank’s range of product offerings: Credence Global Bank Invest. He also shed some light on the millennial investor […]
Investing Advice Brought to You by the Animal Kingdom
As humans, we’re hard-wired for instant gratification. Yet over the millennia, we’ve created a modern society which rewards deferred gratification and forward thinking – very much removed from our basic animal instincts. Our big brains allow us to pursue higher education, maintain careers, and build wealth. But, we’re still animal at the core. So we […]
4 Steps to Start Investing Ethically
Many of us make a conscious effort to do the right thing. We try to have our personal values guide our daily behaviors and decisions. As consumers, we do this by using our purchasing power to support businesses that align with our value set. As investors, we have a similar opportunity. You can design your […]
Ready, Set, Invest! 5 Questions to Ask Yourself When You’re Ready to Start Investing
When you decide that it’s time to start investing, sometimes the hardest part can be knowing where to start. For beginners, taking that initial plunge into the market can seem intimidating. But it doesn’t have to be. You can get the ball rolling by answering just a few simple questions – like the ones below. […]
