Articles | Fineberg Wealth Management

3 Simple Reasons to Roll Over Your Old 401(k)s and 403(b)s to an IRA

The Power of Starting Young It is always exciting to see people in their twenties beginning to save for retirement. They are making life so much easier on...

What is a Financial Hedge? A hedge is an investment position intended to offset potential losses/gains that may be incurred as a result of a particular risk or...

Rising Interest Rates & Your Bond Portfolio Bond prices and interest rates have what is called an inverse relationship. This means that when one goes up the other goes down. To...

Merger Arbitrage 101

By S. Zachary Fineberg

What is Arbitrage? Arbitrage is the practice of taking advantage of a price difference between two or more markets: striking a combination of matching deals that capitalize upon the imbalance, the profit being the difference between the market prices. Example: In the 19th century, the Rothschilds would buy gold in London one day and sell it […]

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Cumulative vs Annual Compound Rates of Return

By S. Zachary Fineberg

Returns can be presented on a cumulative basis or as an annual compound rate. It is critical that investors understand the difference between these two methods of reporting. Cumulative Returns Cumulative returns express the total percentage increase in the value of an investment from the time it was purchased. Example: You purchased XYZ shares 10 […]

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