Basics of Investing

Sharing is caring!

  • 5 Reasons Why Your Portfolio Isn't Performing Well
    on June 18, 2018 at 5:46 pm

    By Joe Allaria, CFP® If you’ve been an investor for a while, you’ve probably experienced times where your investment strategy didn’t seem to work like you thought it would. Maybe your strategy didn’t perform as well as the  Dow Jones  or  S&P 500 , or maybe you simply unperformed your neighbor’s portfolio. Wer […]

  • Helpful Hints for Successfully Selecting Stocks
    on June 12, 2018 at 2:02 pm

    By Russell Wayne, CFP® Although many people are content to confine their investing to funds—both open-end mutual and exchange-traded—there are many others intent on working their way through the mountain of publicly available information to zero in on investments that may be worth adding to their portfolios. […]

  • Be an Investor, Not a Speculator
    on June 7, 2018 at 2:31 pm

    By Timothy Bock Many people are hesitant to invest in the stock market because they consider it similar to gambling. With volatility on the rise in our current climate, even investors are pausing to consider the risk they are taking with their investments. The idea of losing more than they can afford to […]

  • What Golf Can Teach Us About Investing
    on May 29, 2018 at 7:02 pm

    By Chad Rixse, CRPS® If you’ve ever watched professional golf or played golf yourself, you know it can be a challenging and competitive game. So much can go wrong so quickly, and the margin for error is slim. To be successful in golf, there’s a number of skills to master that are similar to the skills you should […]

  • How to Uncover Hidden Investment Fees
    on May 23, 2018 at 2:14 pm

    By Rick Kahler, CFP®, ChFC Before you put money into an investment, you need to know how the fees associated with the investment will affect your returns. Unfortunately, discovering what those fees are isn't always easy. Here are some suggestions for how to research and be prepared to talk to your financia […]

  • How to Raise Financially Savvy Children
    on May 18, 2018 at 3:49 pm

    By Timothy Bock Good financial decision making starts in childhood and follows you through adolescence, college and into your adult life. Parents who teach their children the fundamentals of money management, budgeting and making prudent financial choices are providing them with a sound financial foundation. […]

  • Saving Isn't Enough, You Need to Invest Too
    on May 17, 2018 at 3:48 pm

    By Herbert Kyles, AWMA® Recent surveys have demonstrated that 20- and 30-somethings are excellent at saving money. In fact,  38% of respondents  said they saved half their paychecks. Half of the respondents reported cutting back on the money they spend on nights out to make that happen, and 42% said they wer […]

  • Investing Lessons from Warren Buffett
    on May 10, 2018 at 2:25 pm

    By Levi Sanchez, CFP® Every year since 1977, Warren Buffett has  written a letter  to Berkshire Hathaway shareholders that captures more than the shareholder's attention. Anyone who is interested in understanding the thought process of a genius businessman and investor has tuned in over the years, and t […]

  • Think You're a Good Investor? Not So Fast...
    on May 10, 2018 at 12:34 pm

    Shutterstock photo If you were asked to give a range of weights for a fully loaded 747 jumbo jet, such that you were 90% confident that the actual weight fell into your range, what would you say?  What if you were similarly asked to give a 90% confidence range for the length of the Nile River - how would you […]

  • 2 Not So Obvious Investment Management Lessons
    on May 3, 2018 at 2:17 pm

    By Micah Porter, CFA, CFP® Aside from controlling spending and saving, how you invest is the most important factor in meeting your financial goals. You can spend a great deal of time and effort refining your investment process and beliefs and managing your portfolio. Much of the standard advice holds […]

(Visited 7 times, 1 visits today)

Leave a Reply

Your email address will not be published. Required fields are marked *