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It’s been 20 years since I received my securities license and began working in the financial markets. I’ve never denied my desire to reach financial independence. I always considered becoming wealthy a worthy goal for I don’t aspire “riches” for the millionaire status, I just want the freedom that comes with it.
For the first 3 [...]
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The following list are some of the more basic investment and portfolio management tips/concepts that you should find helpful in becoming a better and more informed investor. I am a believer in the basics and consistency. Before we dive into these, remember that learning to become a better investor takes time and effort, but the good [...]
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One of the most popular investment vehicles to gain traction in our electronic world over the past decade has been foreign exchange trading. The Internet has been the enabler, and countless forex brokers have come forward to give you access, train you, and unleash you onto the world’s largest market. Estimated at over $2.5 trillion [...]
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2 Free (Unconventional) Tools To Track Your Mutual Fund Performance
In my last post I talked about the importance of defining and respecting your Risk Tolerance before you begin blindly throwing money at the market. It’s important that your investments aren’t so aggressive that they keep you up at night. Maybe you learned a valuable lesson [...]
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Have you ever found yourself in the middle of a project only to realize you left out the most important parts that should have come sooner? To use an example, imagine that you are going to bake a cake for one of your best friend’s upcoming birthday. You go to the local grocery store, [...]
ShareIn my last post, I wrote about Index Mutual Funds as an investment strategy. To index or not to index? This has been a long debated question among investors for years. Specifically, is it easier to simply buy and hold a basket or stocks or bonds? Or should you take your chances and buy [...]
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Index Mutual Funds
The other day one of my friends was asking me about investing in mutual funds. He wanted to know if I knew of any good fixed income mutual funds that I could recommend for him. So, I asked him if he prefers a “passive” or “active” approach to mutual funds. He asked me [...]
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Here are a couple “hand chosen” clips for you to watch and listen to over the weekend. Listen to and watch them. These will improve your investment IQ and success. The majority of investment success comes from your ability to make decisions for yourself. You have to learn not to think with the crowd. [...]
ShareIt’s been almost a year since the stock market bounced back from the March 2009 lows. When we look at the last year of the Dow Jones, things look pretty good. That is a classic bullish chart, moving from lower left to upper right.
When we take an intermediate time horizon; lets say a 3 year [...]
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Image by thelastminute via Flickr
An Investor’s Manifesto, for Real Investors
I recently read an article from Kiplinger’s called An Investor’s Manifesto, which accurately summarizes several important investment pillars to follow. Some of those ideas are in this post and I have added several of my own.
Diversification among different asset classes works well over the years and [...]
Share4 Ways to Cut Investment Costs
Investment costs can be charged as a percentage of the assets in your account. These are called asset based fees and are charged by mutual funds, ETFs, and many financial advisers. Then, there are commissions which are charged on a per trade basis. All investments have costs. The key is [...]
ShareInstead of writing an article and trying to explain why I have been a proponent of holding precious metals as portfolio insurance, I will yield to the following from Dollar Daze. As Central Banks have gone off any Gold or Silver Standard, they have been able to create money backed by nothing. Here is the [...]
ShareModern Portfolio theory tells us that we should buy and hold a certain percentage of stocks and bonds and not try to “time the market.” However, there are apparent downsides and many of these theories are being proven as simply that, theoretical with no basis in fact. Buying anything (stocks, bonds, mutual funds) need [...]
ShareIf you needed any more reason to take immediate steps to safeguard your savings, the recent earnings report season has provided it.
Looking beyond the recent rise in the general equity markets, we turn our attention to corporate earnings. At first glance, it looks positive. Several companies have reported profits. But you have to look [...]
ShareYou don’t need me to tell you last 12 months in the stock market have been THE most volatile ever, for those of us still alive! (There was a 90% Crash in the 30s)
September – October 2008 represented 50% portfolio losses for many investors. As a result, many have decided to take a more conservative [...]
