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Personal Finance Tips

Personal Finance Tips

Published Date May 15, 2023

Be prepared to meet new financial milestones after college

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Bull and Bear Markets

Bull markets, bear markets, market corrections, and market crashes all refer to market movement trends that either excite or scare investors.
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Importance of Networking

Learn why networking could be a critical factor in finding your next job opportunity

Most Recent Flipbooks

about 1 month ago
Municipal bonds

Municipal (muni) bonds are debt securities that are issued by states, cities, counties, and other IRS approved entities to fund day-to-day obligations or finance infrastructure projects.

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about 1 month ago
What is an ETF

Exchange traded funds (ETFs) are pooled investment funds that are bought and sold on public exchanges.

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Federal Funds Rate

The federal funds rate is an interest rate set by the Federal Reserve for borrowing and lending between major banks.

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about 2 months ago
Changes in the OCIO Landscape

What changes have you seen in the OCIO space over the past several years?

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2 months ago
Low Volatility

Volatility typically refers to fluctuations in the price of securities. All other things being equal, an investment with higher volatility is considered riskier, since it has a greater potential to de

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2 months ago
Carry Trade

Carry trades involve borrowing money and investing it in an asset that provides a higher rate of return.

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2 months ago
Multi-Manager Models

A manager-of-managers (or multi-manager) style of investing refers to an approach where an oversight investment manager (advisor) selects and has oversight over underlying investment managers.

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4 months ago
Changes in the OCIO Landscape

A conversation with SEI's Michael Cagnina, Senior Vice President

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4 months ago
Factor Investing: Value

Value investors look for stocks trading below their average prices in hopes of snapping up a good company at a great price.

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4 months ago
Factor Investing: Quality

Quality-focused investment strategies seek companies with strong business models, reliable earnings, and well established competitive advantages.

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4 months ago
Factor Investing: Momentum

Momentum strategies seek to put that discovery into action by investing in companies that have seen recent improvements in stock price, earnings, or other relevant factors.

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4 months ago
Investing for short term goals

Most people also have short-term investment goals—those they want to achieve in the next two years.

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4 months ago
What is goals based investing

Goals-based investing recognizes your individuality as an investor.

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5 months ago
Coming to terms with the Federal Reserve

The Federal Reserve (Fed) is the central bank of the U.S. The Fed employs monetary policy—tools which control a country's money supply and boost economic activity.

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5 months ago
Bond math: Yield curve

A yield curve is a visual representation of interest rates (or yields) across a range of maturities for a given type of debt (such as U.S. Treasurys).

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7 months ago
Redefining the role of funds in an endowment portfolio

Putting the Institution back into Institutional investing.

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8 months ago
REITs

Real estate investment trusts (REITs) enable individual investors to invest in the commercial real-estate market.

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8 months ago
Explaining the dot plot

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8 months ago
Performance metrics: Evaluating stocks

While a company’s performance metrics can tell you a great deal about its qualities as an investment, interpreting them can feel overwhelming.

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What is the Federal Reserve?

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