CATEGORIES

A Word About Short Selling: Don't

The fracas in January over a company called GameStop suddenly brought the practice of shorting stocks back into the public spotlight. GameStop sells video games via a network of thousands of retail outlets that have the anachronistic feel of Blockbuster stores. Business has soured, mainly because of online competition. GameStop scratched out a profit in fiscal 2017 (ending January 31, 2018), then lost money in the next two years and is estimated to have lost $680 million in the past 12 months.

If You Want to Know What Stock Is Set To Skyrocket, There Are Options

WHAT DO NIKE INC., Raven Industries, and Fortinet Inc. have in common? They exemplify the predictive capacities the options market offers: Recent stock price spikes were preceded by certain telltale signs in the options market, according to data compiled by Bloomberg. Use the terminal to generate ideas for enhancing your portfolio and profit from ever-changing option trading trends.

How Are You Doing? AID Provides the Answers

“HOW’M I DOING?” That’s a question asset managers, sales professionals, and all of us, for that matter, ask daily.

Volatile Markets Reveal Interesting Credit Opportunities in Energy

OIL ROSE ALMOST 50% from the end of October 2020 through mid-January.

Colonies of Retail-Investor ‘Ants' March On Korea's Stock Market

IN LATE JULY, 70-year-old Kim Kyung-rok began frantically sifting through his long-dormant stock brokerage account.

Examine How Market Upheaval Is Affecting Company Results

The coronavirus pandemic sent huge waves of volatility through markets in 2020. How did that affect the financial results of companies that interest you?

Get the Insider Scoop at Newly Public Health-Care Companies

Last year was a good year for at least one thing: initial public offerings in the U.S. With the frenzy of listings of special purpose acquisition companies, or SPACs, IPOs raised a total of $154 billion in 2020. That total was by far the largest of the past 10 years, and more than double the total from 2019, according to data compiled by Bloomberg.

Best 401 (k) Funds From Fidelity

We rate the most popular actively managed offerings for retirement accounts.

What to Expect If You're Flying in 2021

Policies enacted by the airlines in 2020 may change air travel for the long haul.

Tread Carefully in a Hot IPO Market

Be wary of high-priced debuts in a market that’s stacked against you.

SHORING UP SOCIAL SECURITY

Social Security is headed for a shortfall. But sooner or later, lawmakers will act to preserve your benefits.

Six Contrarian Picks

These companies are out of favor for one reason or another, but they could pay off for patient investors.

When Is Bankruptcy the Right Move?

Seeking protection from creditors can provide a lifeline, but there are plenty of trade-offs.

How to Play a Steeper Yield Curve

During the tumultuous initial week of 2021, the “U.S. yield curve reached its steepest level in four years,” reported Bloomberg News. The ostensible cause was the buzz that the unified Congress will pass a larger COVID relief and stimulus package than we’d have gotten otherwise.

Best Values in Tax Software

We ranked the most popular tax-prep packages to help you find the ones that provide the best experience at the lowest cost.

Best 401(k) Funds From T. Rowe Price

We rate the most popular actively managed offerings for retirement accounts.

A New Chapter for This Bookstore

Katrina and COVID haven’t deterred the owner of a used bookstore from catering to his clientele.

Tame the Cost of Pet Care

If you’ve added a dog or cat to your family, consider pet insurance to manage routine and unexpected veterinary bills.

Invest in These Great Places to Work

These companies do well by their workers, which can translate into gains for investors.

SAVE MONEY WITH AN ELECTRIC CAR

Although some are still a pricey luxury, we found EVs that are fun, affordable and eligible for tax incentives.

The Right Robo Adviser for You

We sort through the evolving world of automated investment services, including some that offer a human touch.

Get Your Retirement Back on Course

Even the most diligent savers can encounter obstacles on the road to retirement, but the past few months have delivered unprecedented hazards. We’ll help you come up with a recovery plan.

WHERE TO INVEST IN 2021

With the election in the rearview mirror, investors can turn their full attention to the economic recovery and progress on the pandemic.

Give Your Child Some Credit

Naming your child as an authorized user on your credit card can be a great way to set them up with a healthy credit report.

Federal Debt: A Heavy Load

The debt continues to grow, but record-low interest rates could ease the long-term damage.

Work From Home— Wherever That Is

The pandemic has made it easier to work from a distance, but some far-flung workers have to follow special rules for taxes, health care and insurance.

Anatomy of a Stock Trade

Stock trades are free these days at most online brokers. But where and how your trade is filled can impact your purchase price. And “it all happens in a flash,” says Jeff Chiappetta, vice president of trade and education at Schwab. It takes just 0.08 seconds, on average, at Schwab, from the time you submit your trade to validation of execution. Here’s a step-by-step look at what happens when you place a market-order stock trade.

“I've Had to Think Differently”

IN SEPTEMBER, Jane Fraser shattered the financial industry’s ultimate glass ceiling when she was named the next chief executive officer of Citigroup Inc., one of the world’s three most important banks.

The Prodigy

Yoyo Chang turned a hunch born in an English high school cafeteria into a next-generation payments app backed by serious, well-heeled investors

The Fintech Revolution Is Finally Here— And So Are the Regulators

SPEAKING IN OCTOBER to his banking brethren at the world’s biggest payments confab—the annual Sibos conference— Jamie Dimon didn’t mince words.