Investor Mistakes: Overcome These 3 Common Missteps to Grow Your Wealth
Investor Mistakes: Overcome These 3 Common Missteps to Grow Your Wealth I’m seeing several investor mistakes with new and potential clients that bother me. With all the boundless knowledge and access to information that we have in today’s world, I still see some things regarding portfolio construction I simply don’t understand. 1. Holding funds with […]
Mastering Asset Location: A Golden Key to Optimize Your Investment Portfolio
Mastering Asset Location: A Golden Key to Optimize Your Investment Portfolio If you are in your 30s, 40s, or even early 50s, you are likely sitting at the helm of your investing journey. Whether you are saving for a comfortable retirement, a dream vacation, your child’s college tuition, or any other financial goal, fine-tuning your […]
Will there be a 2023 Santa Claus Rally?
Will there be a 2023 Santa Claus Rally? It’s about that time of year again when traders begin lining up for the annual year-end Santa Claus rally in the U.S. stock market. Will it happen again this year? History may provide some clues. Returns of holidays past Looking back over the past century, December is […]
VIX Stock Index: A Primary Tool for Active Investment
VIX Stock Index: A Primary Tool for Active Investment In my proprietary active investment strategies, I’m always looking for an edge. The Cboe Volatility Index, or VIX stock index, provides one of those edges. It is by far one of my favorite benchmarks. I use it to be informed about when the stock market is […]
Electric Cars: Are They Worth the Investment?
Electric Cars: Are They Worth the Investment? Social media can uncover golden nuggets of information for the astute investor. I use social media to spot false narratives it’s pushing in an attempt to move culture and the offshoot products they want to pedal. Their targets are commonly referred to in the investment world as “the […]
Inherited IRA Strategy
Inherited IRA Strategy Have you received an inherited IRA and are unsure what to do with it? Are you confused? Well, you should be. The IRS loves confusion and has knocked it out of the park regarding inherited IRAs for beneficiaries. In this article, I want to shed some light on how someone might be […]
Chinese Stocks: What’s Going On?
Chinese Stocks: What’s Going On? Chinese stocks just erased over four years of gains, as foreign investors are running away from them as fast as possible. China emerged onto the world stage in the 1970s by opening up their country to foreign businesses. Over the past half-century, we’ve witnessed double-digit economic growth, led by the […]
Efficient Market Hypothesis: Understanding a Key Principle of Modern Finance
Efficient Market Hypothesis: Understanding a Key Principle of Modern Finance The Efficient Market Hypothesis (EMH), a fundamental concept in modern financial theory, is premised on the idea that financial markets are ‘informationally efficient.’ At any given time, stock market prices accurately reflect all available information, making it impossible to outperform the aggregate market using information […]
Defense Stocks Are Declining. Why?
Defense Stocks Are Declining. Why? Has anyone noticed the defense stocks getting bludgeoned in the past few weeks? With all the military aid provided to Ukraine and the drumbeat in the Taiwan Straits getting louder and louder, and now Canada and India are in a tiff, why are the defense contractors falling like dominoes? A […]
Restricted Stock Units (RSUs): A Comprehensive Look
Restricted Stock Units (RSUs): A Comprehensive Look Restricted stock units (RSUs) are increasingly more common and play a prominent role as part of the compensation packages for employees, especially in public companies and start-ups. Marking their growing significance in the 30s and 40s age group, a comprehensive understanding of this type of compensation becomes necessary. […]