Jun 23, 2015 by Jordan WathenFixed Annuity Rates: Dependable Monthly IncomeFixed annuity rates of return are near all-time lows, but they provide a valuable safety net for retirees. Here's how fixed annuities work, and the monthly income you can expect by age and gender.
Jun 13, 2015 by Jordan WathenStocks to Watch: Small-Cap Companies Buffett Would LoveHere are two high-flying small-cap stocks Buffett would love at the right price.
Jun 11, 2015 by Jordan WathenBearer Bonds: The “Old School” BondThough bearer bonds have all but disappeared in the United States, they have reemerged in the media as a convenient tool for tax evaders overseas.
Jun 10, 2015 by Jordan WathenFirst National Bank of OmahaLearn more about the nation's largest privately-held bank and why it's a big player in credit cards and personal lending.
Jun 9, 2015 by Jordan WathenUse the Treynor Ratio to Measure Your Risk-Adjusted Portfolio PerformanceThe Treynor Ratio is an easy-to-calculate ratio that measures portfolio performance on a risk-adjusted basis.
Jun 9, 2015 by Jordan WathenStocks to Watch in Asset ManagementHere are two stocks to watch in the asset management industry. One offers value, while the other offers growth.
Jun 6, 2015 by Jordan WathenAmerican Express Offers: Save Money With Your Credit CardHere's how the American Express Offers program can save you money at retail stores, hotels, and restaurants.
Jun 4, 2015 by Jordan WathenStocks to Watch in InsuranceThese two mature insurance companies should be on every insurance investor's watch list.
Jun 2, 2015 by Jordan WathenWhat Is an Insurance Premium?Here's the definition for insurance premium, how premiums work, and how you can lower your insurance premium by making smart decisions about your coverage.
Jun 2, 2015 by Jordan WathenJeremy Grantham: 3 Insights From a Top-Down Value InvestorHere are three Jeremy Grantham quotes that define his market-beating record at his firm, GMO. Learn from one of the best top-down value investors in the stock market today.
Jun 2, 2015 by Jordan WathenJ-Curve: Why Investments Follow a Familiar "J" ShapeHere's how the J-curve is used to graphically compare the performance of investments, and why it appears most commonly in private equity funds.
May 29, 2015 by Jordan WathenStocks to Watch: Business Development CompaniesHere are two high-yield business development company stocks to keep on your watch list.
May 26, 2015 by Jordan WathenProspect Capital Corp.’s Spinoff: A Fair Deal for Shareholders?A quirk in Prospect Capital Corporation's spinoff plans could leave shareholders holding the bag for the benefit of its management team.
May 26, 2015 by Jordan Wathen1 Huge Win for Main Street Capital and Triangle CapitalHere's how Main Street Capital and Triangle Capital benefit from an economic put option in the form of cheap, government-sponsored financing.
May 22, 2015 by Jordan WathenUBPR: Using Bank Reports to Find Great Bank StocksHere's how to use the Uniform Bank Performance Report to analyze banks and find great bank stocks.
May 22, 2015 by Jordan WathenMezzanine Debt: What It Is and How It Works -- With ExamplesHere's what mezzanine debt is and how it works. See why mezzanine debt is a preferred way to finance everything from real estate to a leveraged buyout with the help of examples.
May 20, 2015 by Jordan WathenHighest Dividend Stocks: The Risks and RewardsHere are two industries where the highest dividend stocks can be found. With dividend yields in excess of 10% per year, these stocks offer opportunity for those who have a stomach for risk.
May 19, 2015 by Jordan WathenHow Distressed Debt Investing WorksHere's what distressed investing is and how it works. See why distressed debt has been a very lucrative investment over history.
May 19, 2015 by Jordan WathenApollo Investment Corp. Earnings Cap Off a Rocky YearApollo Investment Corp. posts a fourth-quarter loss on the back of declining values for its energy-related investments.
May 16, 2015 by Jordan WathenDavid Einhorn’s Super-Cheap Top Stock Pick for 2015Einhorn hates airlines, but one of his best stock picks for 2015 has an intriguing link to the airline industry.