Lawrence Carrel

Lawrence Carrel is a contributing writer for The Journal of Indexes / IndexUniverse.com, where he writes a weekly column on the exchange-traded fund and indexing industries.

Articles & Books From Lawrence Carrel

Cheat Sheet / Updated 08-02-2023
Dividend investing is nothing new. However, following a dividend-investment strategy is new to many modern investors who've been focused solely on growth investing. If you count yourself among this crowd or are just starting out and plan on investing in dividend stocks, you need to know how to develop your strategy, find and evaluate potentially good dividend stocks, manage your portfolio, and avoid the most common and critical mistakes.
Article / Updated 08-02-2022
Some people are better at bargain hunting than others. What usually separates the clueless from the pros is that the pros know what something is worth. The same is true for finding bargains on Wall Street. You need to know what a stock is worth, and low price isn’t always a bargain.Value investors hunt for bargains, but they buy only after performing some careful research and crunching the numbers.
Article / Updated 07-19-2022
Tools, data, and analysis previously accessible only to investment professionals are now readily available on the Web 24/7 and are better and faster than ever. Many Web sites even provide free stock screeners that enable you to search for stocks by price, dividend yield, price -to-earnings ratio (P/E), earnings per share (EPS), and more.
Cheat Sheet / Updated 02-28-2022
Dividend stock investing may seem daunting, but with a little knowledge of how to find and pick promising dividend-paying stocks, you can invest in these stocks and reap dividends like a pro. Your portfolio will thank you.Researching your dividend stock picks with important formulasAs with all stocks, you should research the dividend stocks you’re considering before you buy them to ensure they’re good investments.
Article / Updated 06-30-2021
A balance sheet presents a financial snapshot of what the company owns and owes at a single point in time, typically at the end of each quarter. It’s essentially a net worth statement for a company. The left or top side of the balance sheet lists everything the company owns: its assets, also known as debits. The right or lower side lists the claims against the company, called liabilities or credits, and shareholder equity.
Article / Updated 03-26-2016
When you're focused on the strategies involved in dividend investing, you might forgot about some of your basic financial needs. Everybody should have a little bit of saver in them so that they have some cash on hand to deal with necessities and emergencies. Try the following saving investment strategy: Establish a six-month savings buffer — enough money to cover monthly expenses for six months in the event you lose your job.
Article / Updated 03-26-2016
If you're buying and selling individual dividend stocks on your own, consulting a financial advisor can be beneficial, especially when you're first starting out. If you're simply buying shares in a mutual fund, hiring a financial advisor may only add another expense. If you've done your homework and chosen a mutual fund with a good manager, then you already have a financial guru on your side.
Article / Updated 03-26-2016
Companies originally established dividend reinvestment plans, or DRIPs, to enable their employees to invest in the company through stock purchase plans. These companies soon realized that they could expand the program to investors, and because the plans were already in place, they could cost-effectively handle the expansion.
Article / Updated 03-26-2016
Historically, widows and orphans stocks were shares (typically in utilities) that brokers bought without fear of losing money or cutting their dividend. These stocks were suitable for widows and orphans because they continued to generate income to put bread on the table in good times and bad. The classic dividend story consisted of someone, typically a grandma or great-aunt, who bought a hundred shares of AT&T in the 1930s or 1940s and became rich by holding on for decades as the dividend and share price just kept rising.
Article / Updated 03-26-2016
Having an expert around to watch your back and call your attention to potentially incredible investment opportunities may sound like an ideal arrangement, but before you take the plunge, consider the following pros and cons of hiring a full-service broker. Full-service advantages A trained, skilled, and experienced full-service broker who's committed to serving your best interests can save you loads of time, energy, and worry while potentially boosting your portfolio's earnings more than enough to cover his fees and commissions.