Stocks Mutual Funds

Some of the most important information to the investor can be found on EDGAR, a free web site run by the Securities and Exchange Commission (SEC). Every publicly traded company is required by law to file detailed financial statements to the SEC including annual financial statements (form 10-K), quarterly financial …

Balancing Risk and Return. Your investment decisions need to take into account several factors. Your investment objectives risk and return preferences and the time frame involved. Generally a higher return is subject to a higher risk. Accordingly a low risk portfolio invariably means lower returns. Below we shall discuss different …

The overall guideline remains the same: Never sell a covered call unless you are willing to go through exercise and give up 100 shares of stock at the striking price. The strategy is twofold: If you would prefer to keep the stock for long-term investment growth, you need to view …