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Investment Strategy

Like Your Portfolio, Your Financial Team Should be Diversified, Too

Sep 28, 2017

You don't put all your eggs in one basket, neither should you put all your trust in one financial professional. Having a cadre of pros...

Are We Already in a Bear Market?

Jan 18, 2016

The onset of 2016 saw the market having its worst start in recorded history. We may be in for a 'bad year', but here's what you need to...

How Many Stocks Do You Need for a Diversified Portfolio?

Dec 12, 2015

There are many opinions on this topic. Here are a few fundamental points to consider, With patience and a methodical approach, you can be...

How to Keep a Cool Head in Any Market

Sep 24, 2015

style="display: none!important;">The market is being volatile, and you're stressed. Here are two important tips on how to keep a cool head...

Summer Reading: Investing 101

Jul 14, 2015

A quick overview on how to go about planning your investment strategy. By Paula Pant Investing books may not sound like a...

Retirement and Risk: The Difference Between Tolerance and Capacity (and Why You Need to Know It)

Feb 11, 2015

When we think about recipes for well-funded retirement plans we often start with some basic concepts. One of them is that investments are...

Tried-And-True Advice About Dividend Stocks

Nov 01, 2014

By Anna B. Wroblewska. The dividend stock, the old faithful of the equity investment world, might seem a little bland at first. After all,...

Trading and Investing Are Very Different

Feb 24, 2014

Every investor is affected by some degree to trading and the cost of transacting. This refers to trading as a function rather than one's...

What an Aspiring Buy and Hold Investor Should Consider

Feb 24, 2014

The buy-and-hold is said to be the most commonly used investment strategy among individual investors. Many choose this method because of...

10 Things Every Investor Should Know

Feb 24, 2014

I spend a great deal of my time explaining things to my clients as well as many other individuals that do not necessarily revolve directly...

Investment Approach: Specific Target or Toss the Dart?

Feb 24, 2014

If you are like most individual investors, your portfolio is built and designed around a method of pure luck and good intentions. Some...

Investing Basics

Feb 24, 2014

The beginning of a new year is a good time for each of us to review the basics of investing to see if we are adhering to the principles...

Investments with Eye on Risk Shine

Feb 24, 2014

There are three elements that any investment plan must have to succeed: solid performance, low volatility and profit protection. The first...

Buy High, Sell Low

Feb 24, 2014

It violates the most fundamental element of investing, yet thousands of investors practice it every day. As soon as the market or sector...

Watch Out For Those Predictions

Feb 24, 2014

Will this year be a good year for financial markets? The answer depends on whom you ask. Every January, I review the predictions of...

Constructing a Portfolio

Feb 24, 2014

No two investors have the exact same investment goals. Building a portfolio that is customized to your comfort level and consistent with...

Consider Dollar Cost Averaging

Feb 24, 2014

We all know we should buy low and sell high, but determining when that occurs is difficult. Thus, consider using a strategy like dollar...

Watch Out for These Mistakes

Feb 24, 2014

Investing is a gradual process - purchasing investments and selling others as the years go by. After a period of years, this can result in...

Wealth Management: Passive vs. Active Investing

Feb 24, 2014

In recent years, a variety of investment vehicles have sprung up that allow you to invest "passively" in the market. Instead of trying to...

Dollar-cost Averaging: A Simple Strategy for Uncertain Markets

Feb 24, 2014

Many people believe that smart investors can 'time' the market'investing on dips and selling at the high points'to make large amounts of...

Five Steps that May Turn the Market's Ups and Downs to Your Advantage

Feb 24, 2014

The market goes up, and the markets go down. But what steps can you take when the market becomes more volatile than usual? Should you...

Stay on Track With a Summertime Portfolio Review

Feb 24, 2014

Summer is traditionally a time for fun, family vacations and a more relaxed pace of life. But between the baseball games and barbecues,...

Are You Wired for Investment Success?

Feb 24, 2014

"Experience is the toughest teacher because it gives the test first and the lesson later." It is so easy for anyone to open a...

Some General Investing Tips

Feb 24, 2014

Realize that saving and investing are two different concepts. Saving involves not spending current income, while investing requires...

Reduce the Sting of an Investment Loss

Feb 24, 2014

Many people find it hard to sell losing investments. This deep-rooted reluctance even has a name, the 'disposition effect.' The disposition...

Understanding Value vs. Growth Investing

Feb 24, 2014

Everyone hears over and over, from Morningstar and other sources, about value versus growth investing. The problem, and reality is, that...

Investing Offensively & Defensively

Feb 24, 2014

Have you ever wondered why your investment returns don't match the advertised return of the investment product you are using? Investor...

Two Opportunities to Decide if That's Light You See at the End of the Tunnel

Feb 24, 2014

The next few months will present two excellent opportunities to conduct a quick investment checkup. The first is when you receive...

Insatiate Cormorant

Feb 24, 2014

In looking back at the recent bull market, it is universally agreed that during those 18 years the market were in a perfect scenario...

Market Volatility: Unwelcome But Inevitable

Feb 24, 2014

With the recent corporate accounting scandals contributing to what was already a volatile stock market, no wonder many investors are...

Investing Over a Lifetime

Feb 24, 2014

Goethe once said, ?In the realm of ideas, everything depends on enthusiasm; in the real world, all rests on perseverance.? With regard to...

The Folly of Market Timing

Feb 24, 2014

These days, some people may have a 'sure-fire' way to time the stock market. Just check out the Internet. You can find screens advertising...

Intermarket Analysis

Feb 24, 2014

Most investors have something I like to call TVS, or 'Tunnel-Vision Syndrome'. They tend to focus on one market and absolutely analyze it...

Active Versus Passive Management

Feb 24, 2014

The investment management world of today can be divided into two broad categories of management style, each reflecting a fundamentally...

Active Management Evaluation: Will Your Active Money Manager Or Mutual Fund Add Value?

Feb 24, 2014

Before (and after) hiring an investment manager whose approach is to actively manage a stock (or bond) portfolio, a thorough examination...

What is an Index and Why Should I Care?

Feb 24, 2014

Most investors have heard the term ?index?, but what does it really mean? An index is an assortment of investments designed to perform in...

Investment Philosophy Question

Feb 24, 2014

With the ever-accelerating pace of change in the global markets and a sea of investment alternatives, many investors feel rather...

Protecting Against Disaster

Feb 24, 2014

With the ever-accelerating pace of change in the global markets and a sea of investment alternatives, many investors feel rather...

Vince Lombardi Investing

Feb 24, 2014

Running a football team is no different than running any other kind of organization - any army, a political party or a business. The...

Tune Out The Noise. The Results Will Follow

Feb 24, 2014

Everyday we are bombarded with a plethora of investment advice. We see it in magazines and newspapers and we hear it on the radio and TV...

Ruminations on the Investment Process

Feb 24, 2014

This is a very complex topic that I will cover here in abbreviated form. The main steps are as follows: Determine the goals and...

Investing Driving You Crazy? Maybe Its Because You Already Are! (Part 3)

Feb 24, 2014

In Part 3 of this series, we discussed the final cognitive biases, namely overconfidence, selective memory and mental accounting. ...

Investing Driving You Crazy? Maybe Its Because You Already Are!

Feb 24, 2014

When it comes to your investments and portfolio, are you overconfident? Are you just a bit too greedy? Do you panic at signs of a stock...

A New Approach to Investment Planning

Feb 24, 2014

To formulate an effective personal investment strategy, it's useful to determine if your investment portfolio is well positioned to help...

Portfolio Rebalancing Vs. Market Timing

Feb 24, 2014

You probably have a pretty good idea of how your investments have done lately. You may even track them daily. But to keep your...

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