Oct 24, 2018 by Jaclyn McClellan, CFAWhat Is an ADR, and How Is It Different From a Regular Stock?There are important differences between ADRs and traditional stocks that investors should be aware of.
Sep 24, 2018 by Jaclyn McClellan, CFAUnderstanding the Main Types of TrustsTrusts can be an effective way to reduce taxes, shelter assets from creditors, and/or prevent assets from going through the probate process.
Sep 18, 2018 by Jaclyn McClellan, CFAActive Versus Passive FundsThere are notable differences between active and passive funds, and understanding the difference is important to your investment process.
Sep 13, 2018 by Jaclyn McClellan, CFATrump Wants Companies to Report Earnings Less Often. Here's What That Could Mean for InvestorsPresident Trump said he wants the Securities and Exchange Commission (SEC) to study the impact of companies switching from quarterly to semiannual earnings reports, but there are important considerations for investors.
Sep 11, 2018 by Jaclyn McClellan, CFAWhy Stock Screening Is an Important Tool for InvestorsThree notable benefits are: saving time, removing behavioral biases from the stock selection process, and finding new investment opportunities.
