Key Takeaways Read through proxy voting guidelines Look at the board of director’s tenure Compare CEO pay to company performance Are you an investor who’s always wished you could have more say in the way a company is run? Do you have specific governance ideals—such as environmental standards—that you’d like companies to embrace? Vote your […]

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Key Takeaways New regulations kick in June 30, 2020  The new rules apply a “best interest” standard for broker recommendations The new Form CRS aims to help retail clients make informed decisions regarding brokers and advisors Is your broker acting in your best interest? A new set of rules that aim to increase your confidence […]

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Key Takeaways Withdrawing guidance may have lost its stigma amid the coronavirus pandemic Fundamental due diligence can help you fill the guidance gap When it comes to company earnings guidance, no news used to be bad news. Back in the B.C. (before coronavirus) days, a company suspending or withdrawing guidance often got punished by the […]

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Key Takeaways Social trading can be an informative way to invest, as long as you approach it with caution Know when consensus in opinion among forum participants starts resembling herd mentality Understand there isn’t always safety, let alone wisdom, in numbers In late January, we saw some quiet and underperforming stocks unexpectedly rise in value […]

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Key Takeaways Understand what buy, sell, and hold analyst ratings mean  Know how to read analyst ratings and translate them into something meaningful Tools that can help investors analyze the big picture in depth and breadth may be more useful than standard stock ratings When analysts rate a stock as a “buy” or “sell,” that’s […]

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Key Takeaways Publicly traded companies are required to regularly report financial information in filings to the SEC SEC filings are freely available and can provide investors with valuable insights into a company’s financial health The 10-K, one of the most impactful SEC filings, includes a few critical sections investors should study Publicly traded companies, whatever […]

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Key Takeaways WTI and Brent crude, both light and sweet, are considered global crude oil benchmarks WTI is extracted from the United States, primarily in Texas, Louisiana, and North Dakota; Brent is extracted from the North Sea Understand the unique characteristics of each benchmark and how they respond to different geopolitical, local, and economic forces […]

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