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Time to Make a Shopping List
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... made its reversals look like small road bumps. It's human nature to get lost in short term trading. But it's long-term investing that can really make you wealthy. If you invested $100,000 in 1999 in ...
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How to Invest for Inflation
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... buy just about every kind of good, and today it’s a behemoth. No one can identify the next Amazon with any certainty, of course. But investing in a number of less-mature companies with ...
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The Stock Market Rotation is Here
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... Meanwhile, it's important to remain prepared for volatility. That means keeping your investment portfolio diversified, being patient, and investing based on companies' underlying strengths. It's been ...
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What to Know About the Short-Squeeze Trend
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... management and so on. There is always a way for patient investors to make money without taking on extreme risk. Please reach out if you'd like to discuss where the best opportunities for long-term investing ...
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Use Tax Planning to Grow Wealth Faster
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... can help ensure that your heirs aren't subjected to any more tax than is legally necessary. Tax planning may not be as fun as earning and investing money. But paying attention to ...
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Raise Cash, Look for Opportunities
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... recovery and the tailwind of market rotation. Because the economy and the markets remain touch and go, and it's important to really do your homework before investing. Please give us a call if you'd like ...
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Fear Means Opportunity
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... based on expected earnings will be flying blind. But you don't necessarily need to know what a company's earnings will be in the next quarter or two to know that it's worth investing in. The key is to ...
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Iran Tensions and Your Investments
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... one? Perhaps. But when it comes to investing, it's better to be safe than sorry. In times of uncertainty, you want to make sure you're making the right bets in your portfolio. Now is a good time to rebalance ...
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How to Lose Money in the Stock Market
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... when investing as we knew it seemed to be forever broken? The S&P is up 370% since the nadir of that period. And if you attempted to time the market back then – to jump out early enough and get back ...
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Bond Yields Are Low – So Where Do You Find Income?
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... Airlines' holding company, which is yielding 1.7% and up nearly 4%. For something that may be completely different, income hunters might consider investing directly in real estate. Drawing on my own ...
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Should You Invest in Real Estate?
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... the subject, including my thoughts on real estate's pros and cons. Let's start with the pros. One attractive aspect of real estate investing is that it's leveragable: Banks will lend you money at good ...
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The Investment Outlook Is Changing
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... volatility ahead, look at it as an opportunity to buy on the dips, creating a diversified portfolio that will carry you successfully through the changing conditions ahead. Investing isn't about what happened ...
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A Smart Investing Move to Start the Year
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One of the most important parts of successful investing is making course corrections on a regular basis. In a nutshell, this means well-thought-out buying and selling designed to a) help keep your portfolio ...
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What the Market Plunge Means for Investors
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... entered the industry since then have zero knowledge of what it's like to navigate in an environment like this. Please don't hesitate to contact us with questions about investing and the markets. ...
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What Will Kill the Bull Market?
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... The key to successful long-term investing isn't trying to predict when you should buy or sell. It's exercising patience and discipline. Successful investing starts with developing a diversified portfolio ...
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How to Invest in Bonds as Interest Rates Rise
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... the issuer defaults. Second, consider investing in bonds with shorter maturities. As described above, a shorter-term bond won't lose as much value as rates rise, because they don't keep the buyer's money ...
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The Risk of Waiting for a Cheaper Market
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... the black in four and a half years (if you continued reinvesting dividends), after one of the worst bear markets in history. Now, what if you had waited until that correction to invest your money—you ...
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When You Can't Trust Your Financial Advisor
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... a Finra-registered broker. The second is a fiduciary advisor. If you're investing for retirement or any other important goal, you can't afford to work with someone who's allowed by law to shear you like ...
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Why Bitcoin is for Suckers
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If you're thinking about investing in bitcoin, I've got some simple advice for you: Don't. Bitcoin is a digital, online "currency," like dollars, except that you can't actually spend them anywhere. Try ...
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Do You Need Longevity Insurance?
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... until you reach old age. If you need it in an emergency, you're out of luck. One alternative some people may be more comfortable with is setting aside a chunk of money in a separate account, investing ...