Intermediate

Globally, a growing number of ETFs straddle the line between active and passive, offering investors a dizzying array of increasingly complex choices.

5 Principles Of Strategic Beta

"Smart beta," "advanced beta," "alternative beta," "enhanced indexes," "strategy indices," "quantamental indexes"—are the list of monikers describing the intersection of active and passive investing.At Morningstar, we refer to smart beta as strategic beta.

A quick lowdown on the current stock market turbulence across the globe.

5 Questions About The Market Turmoil

Some believe the stock markets have overreacted, others believe the worst is yet to come. Here's what you need to know about the markets.

Like getting insight on finance in 5 simple steps?
Browse through our earlier Just 5 articles here.

How Your Personality Affects Your Investment Choices

Budget Terms You Must Know

5 ways to teach kids about money

And in the bargain make yourself a smarter investor.

5 Ways To Rewire Your Brain

Warren Buffett states that "Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ". Instead, what gets people into trouble is their temperament and making the wrong decisions.Yet, once you are aware of it, you can actually control these biases which in turn can have a pretty big impact on your returns.

5 Ways To Make PPF Work For You

It is a rather undisputed fact that the Public Provident Fund, or PPF, is one of the most popular savings route in this country. A combination of the assured returns, the safety and the tax break make it a winner. Here is a checklist to keep in mind when deciding what prominence the PPF must have in your portfolio.

When we take our family on a holiday, we make several plans – for travel, stay, sightseeing, equipment, food, and other expenses.   Many of these decisions however depend on a crucial factor – our travel destination.  If we travel to Ladakh we will carry woolens and trekking equipment; if we went to Goa we will pack sun screens and swimming costumes.   Our travel plan is defined by the destination.  Similarly, our investments have to be defined by our financial goals.  

Mutual funds may not only bring in better risk-adjusted returns but may also cut costs.

Why bring in someone to do something for you when you can do it yourself – asks common sense. If you can buy and sell shares, bonds and gold, then why invest in mutual funds? Are there any benefits of investing in mutual funds? Do they pose a good investment strategy? Let’s look at the advantages of investing in mutual funds: