Portfolio Management Software
Overview Interest rates play a key role in the general business cycle and the financial markets. When interest rates change, or interest rate expectations change, the effects are far-reaching. When rates rise, consumers spend less which causes retail sales to slow, which leads to reduced corporate profits, a declining stock […]
Overview Fundamental analysis is the study of economic, industry, and company conditions in an effort to determine the value of a company’s stock. Fundamental analysis typically focuses on key statistics in a company’s financial statements to determine if the stock price is correctly valued. I realize that some people will […]
Overview In 1897, Charles Dow developed two broad market averages. The “Industrial Average” included 12 blue-chip stocks and the “Rail Average” was comprised of 20 railroad enterprises. These are now known as the Dow Jones Industrial Average and the Dow Jones Transportation Average. The Dow Theory resulted from a series […]
This tutorial written and reproduced with permission from Peter Ponzo Okay, here’s the story: In 1944 Anne Scheiber, a lifelong federal employee whose income never surpassed $3,150 a year, invested $5,000 in blue-chip stocks. When she died in 1995 her stocks were worth $22 million and she was receiving an annual […]