When you open a brokerage account to trade stocks or other securities, you have a choice between a cash account or a margin account....

When you buy or sell stocks or other securities, it takes a few business days for the trade to settle - meaning for the cash and assets...

Artificial intelligence is transforming many industries, and wealth management is no exception. AI and machine learning are being used in...

Many retail investors are drawn to short-term trading strategies like day trading or swing trading, lured by the prospects of quick...

As artificial intelligence increasingly makes its way into the investment world, questions arise regarding how AI systems can uphold...

Many popular investment brokerages and trading apps have designs and features that encourage overtrading - making an excessive number of trades that are ultimately detrimental to returns. While trading volumes make these companies more money in fees and data sales , overtrading tends to significantly reduce investors' long-term gains . In this article, we’ll explore some of the problematic ways these platforms promote superfluous trading and why it’s bad for customers

Fundamental analysis involves analyzing a company's financial statements and operations to determine the intrinsic value of its stock . One of the most important sources for conducting fundamental analysis is a company's regulatory filings with the Securities and Exchange Commission (SEC). As an investor, learning how to find and interpret SEC filings can help you make more informed investment decisions. This article will provide an overview of SEC filings and how to use th

Synthetic controls are an increasingly popular method in causal inference that can be highly useful for investors when evaluating the...