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Home
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Portfolio Management
Alternative Investments
Energy Royalty Trusts
Feb 24, 2014
Background Energy Royalty trusts are neither stocks nor bonds, although they share some of their characteristics. Investment trusts are...
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Trade of the Decade
Feb 24, 2014
The chart below shows that the multiyear downtrend in the Dow that began in 1999 looks set to continue with the recent breakdown early...
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Employee Stock Options: Investing and Mitigating Risk
Feb 24, 2014
For clients who are employed in some capacity by a publicly traded company (and occasionally private companies), there may be the...
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Asset Allocation
Correlating Your Portfolio
Feb 24, 2014
Regardless of how smoothly they operate, all individuals, organizations, industries, and economies routinely experience setbacks, ranging...
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Diversification: Too Much of a Good Thing
Feb 24, 2014
Investing, by its nature, is the goal of taking something and creating an environment in which it will grow. If done properly it will grow...
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Diversifying All Your Assets
Feb 24, 2014
When asked how their assets are diversified, most people respond by indicating how much of their portfolio is divided between stocks,...
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Bond Investments and Risk
3 Ways to Get Your Portfolio Ready for Ebola, ISIS, or the Next Crisis
Nov 19, 2014
Between ISIS and Ebola, it seems like the world is in crisis. How can you prepare your investment portfolio to withstand anything?...
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Bond Strategies for Various Financial Goals
Feb 24, 2014
The strategies used for bond investing will depend on the financial objectives you are pursuing. You need to consider a list of facts in...
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Beware the Bond Bubble
Feb 24, 2014
The hissing sound you are hearing may not be the final death call from the stock market, or more specifically the Tech Bubble bursting from...
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Exchange Traded Funds (ETFs)
Coffee and Volatility in the Morning
Feb 24, 2014
We are now in the middle of ?earnings season? which is one of four times per year when most U.S. companies report their quarterly results...
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Are ETFs the Investing Wave of the Future?
Feb 24, 2014
Are exchange traded funds (ETFs) the investing wave of the future? The short answer: yes. The ETF market has grown tremendously in...
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Using ETFs to Diversify Your Portfolio
Feb 24, 2014
If a flexible investment that offers a simple way to gain exposure to the market in a diversified, cost-effective way sounds appealing ?...
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Hedge Funds For Investors
Hedge Funds for Individual Investors
Feb 24, 2014
Hedge Funds have been getting a lot of press lately. The mutual fund scandals have forced the SEC to come up with new ways to oversee this...
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Hedge Funds: Heads they win, Tails you lose?
Feb 24, 2014
"I'll tell you what I think of hedge funds. Hedge funds are a huge fad. You can pick any ten hedge funds and I'll bet that on...
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New Changes to FHA Reverse Mortgage Rules
Feb 24, 2014
By Justin Stoltzfus January 13, 2014 Regulators are putting new restrictions in place for reverse mortgages to make sure homeowners who...
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Investment in Mutual Funds
The Keys to Picking a Bond Fund
Feb 24, 2014
If you don't want to have all your assets in the stock market, that means you'll need to consider either cash or bonds for your portfolio....
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What Everyone Should Know About Mutual Funds
Feb 24, 2014
The goal of this article is to introduce each of you to some of the less transparent issues I consider in order to select better funds for...
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Two Ways to Protect Yourself From Rising Interest Rates
Feb 24, 2014
By now, I am sure that you are familiar with the inverse relationship between bond prices and interest rates. When interest rates go down,...
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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...
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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...
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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...
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Socially Responsible Investing
Aligning Your Values With Your Investments
Feb 24, 2014
Corporate ethics. Clean industry. Fair wages. As oxymoronic as these phrases may sound in traditional business, many investors are now...
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Community Investing: Helping Others
Feb 24, 2014
Hundreds of millions of dollars and tremendous amounts of supplies have poured into charitable agencies to help the underprivileged victims...
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Socially Responsible Investing: Putting Your Money Where Your Heart Is
Feb 24, 2014
Socially responsible investing (SRI) has been around in some form for more than 200 years, but it has become more prominent in the...
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Stock Analysis and Research
The Basics of Fundamental Analysis
Jun 10, 2015
Looking to invest in stocks but don't know where to start? Analyzing a business can become complicated unless you have a basic road map....
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Employee Stock Option Basics
Feb 24, 2014
If you have employee stock options, consider yourself lucky. If those stock options are "in the money," consider yourself even luckier....
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Exit Stage Left: Stock Exit Strategies
Feb 24, 2014
Selling is probably the most important thing you do in your trading life, yet it is the hardest thing to do. I don't know if it is an ego...
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