Education

Question from a Reader

Good question. Frank from New Jersey asks: “Why doesn’t the WisdomTree International Equity Fund have any investments in the U.S.”? Mutual funds, including indexes that are tracked by exchange traded funds, such as DWM, that invest in foreign assets are divided into two groups: Global Funds and International Funds. Global funds include not only foreign… Continue reading Question from a Reader

Education

There’s Still Room – Don’t Miss Out

    Introduction to the Stock Market:        Fundamentals of investing. Basic Terminology, evaluating and minimizing risk through diversification, market news and financial information. Each student will learn through an individual case study. Three - 2 hour sessions. Course Number: N9711 OA Wednesdays - 6/21-7/5   7-9pm   $35 Middletown Campus - Rowley Center for… Continue reading There’s Still Room – Don’t Miss Out

Education · Other

“Wall Street Week” – A Review

  I was glad to see that someone decided to revive the iconic program that has been, for all intent and purposes, absent since 2002. If you remember, “Wall Street Week with Louis Rukeyser” was a staple on Friday evenings from January, 1972 until Lou was let go by its Maryland Public Television producer. PBS tried to… Continue reading “Wall Street Week” – A Review

Education

Watch Lists – A “Must Have” for Investors

   You may have heard me mention the term “watch list” from time-to-time and for the serious investor such a list is a key to successful portfolio management. To simplify, a “Buy” watch list would consist of a number of stocks you have on your radar that meet your investment criteria and are good candidates… Continue reading Watch Lists – A “Must Have” for Investors