Category: Investing

  • How to use the Morningstar web portal

    Kyle Tetting, research director of Landaas & Company, shows investors in a MONEY TALK VIDEO how to make the most of updated features in the secure client web portal from Morningstar. New looks and functions are aimed at giving clients more control in checking up on their investments portfolios and drilling down to the details.…

  • Rebalancing: Better safe than sorry

    By Joel Dresang I get it. Rebalancing was wise. Still, the process was a bit unnerving for me. And it didn’t help that I did the math. […]

  • Deciding which retirement accounts to tap

    In a Money Talk Video, Dave Sandstrom explains the differences among various retirement accounts.

  • Valuing Investments: Price-Earnings Ratio

    Scales

    The price-earnings ratio helps put an objective value on investments, as Dave Sandstrom explains in a Money Talk Video.

  • 4 Ways investors can control their success

    Investors who worry about everything that could possibly affect their money need to focus on what they actually have some power to control, Steve Giles advises. In a MONEY TALK VIDEO, he explains how that approach is better for their investments (and perhaps their sleep). […]

  •  Making financial sense of “breaking news”

    As researchers and regulators raise alarms about investors encountering misleading financial information, Art Rothschild advises restraint. Impulsive reactions can spoil long-term plans, Art explains in a MONEY TALK VIDEO. […]

  • The importance of humility in investing

    Question mark made out of dollars

    Humility is a discipline that can help protect investors from letting their emotions overrule their common sense.

  • Downside protection for investors

    Investors can’t foresee when news events will disrupt markets, but they can set up and monitor downside protection for their portfolios. Kyle Tetting explains in a MONEY TALK VIDEO. […]

  • Bonds also face investment risks

    All investments contain risk. Even bond holdings – typically considered safer than stocks – face possible shortcomings, especially as interest rates rise. In a MONEY TALK VIDEO, Tom Pappenfus talks about how investors can assess bond risks in their portfolios. […]

  • Mutual Fund 101 – Introduction

    In an introduction to our Mutual Fund 101 series, Adam Baley talks about a convenient investment vehicle for building diversified portfolios. […]