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Monday, December 17, 2018

Latest Articles in Basics

By  Dave S. Gilreath, CFP® Investors burn the midnight oil looking for stocks with tangible upsides, yet they spend precious little time examining stocks on their short list for identifiable downsides that could result in poor performance. A stock’s value can derive in large part from expectations that drive
Posted: December 3, 2018, 5:27 pm
The recent stock market plunge is being led by megacap companies, especially large technology companies including the FAANG stocks . At this point, it’s not clear how far the correction will go, but we have experienced toppling markets in the past that were driven by the world’s biggest firms. Top Heavy I
Posted: November 20, 2018, 7:19 pm
The Fed seems bent on raising interest rates in December, and the banking industry is the beneficiary, with legendary investor Warren Buffett hitting the point home with a revelation this week that Berkshire Hathaway has made a $4-billion stake in JPMorgan ( JPM ). Since his move earlier this month to buy back
Posted: November 19, 2018, 1:37 pm
By  Paul Fenner, CFP®, CHFC Even when they are expected,  market corrections  are never easy to go through. However, certain elements can help us through downturns with the most crucial being a solid understanding of why we invest and have a wealth management plan. Planning, along with understanding, can help
Posted: November 13, 2018, 3:00 pm
Shutterstock photo Have you ever wondered why it seems like every homeowner believes his or her home is worth more than the market says it’s worth?  Over the last decade, with a few brief exceptions, American homeowners have consistently believed that their homes were worth more than their appraised values
Posted: November 9, 2018, 6:14 pm
By  Timothy Baker, CFP®, MBA Attorneys, physiatrists, tax and financial professionals all have one thing in common: they offer intellectual capital, something intangible that we can’t necessarily feel or touch. Patients and clients are tasked with quantifying the value of it. The question is: How? Numerous
Posted: November 7, 2018, 3:00 pm
By  Dave Rowan, CFP® For a variety of reasons, the rate of home ownership in the United States is declining at a steady rate. According to the  U.S. Census Bureau , home ownership has declined from 69% of the population in 2006 to 64% in 2018. With roughly 329 million people in the country as of October 2018,
Posted: November 5, 2018, 7:15 pm
Shutterstock photo Hedging a portfolio against a market correction is conceptually easy to understand. However, that is rarely the case in practice with multiple variables to consider. We've assembled a pragmatic guide to the best practices for putting on an effective portfolio hedge. Variables to consider
Posted: October 25, 2018, 2:50 pm
If you really want to effectively  compound your wealth , it’s essential to invest. But good news: Investing doesn’t have to be a huge time commitment, especially if you’re aiming to achieve long-term goals. If you invest wisely from the get-go, you can earn returns with very little maintenance. To find out the best
Posted: October 24, 2018, 12:54 pm
By  Mark Painter, CFA Every investor wants to make as much money as they can on their investments. Unfortunately, not every investment works out and there are going to be some losers among the winners. Even the best investors will have investments that don't go as expected. Warren Buffet, who many consider to
Posted: October 18, 2018, 2:20 pm
By  Dann Ryan, CFP®  Do you remember Bitcoin? Probably, but do you spend as much time thinking about it as you did in early 2018? Most likely not, and if that’s the case maybe now is a good time to reflect on the lessons learned from the Bitcoin frenzy. Whether it was Bitcoin or some other great investment idea
Posted: October 12, 2018, 2:00 pm
Shutterstock photo What are index options? Index options are derivative contracts traded on stock indices such as the Nasdaq-100® Index (NDX) or Reduced Value NASDAQ-100 Index (NQX).  Index options provide investors broad based exposure to specific sectors and indices with the benefits of diversification
Posted: October 10, 2018, 1:37 pm
By Bob Rall, CFP® Diversifying is one of the most basic rules when investing. It’s the “don’t put all of your eggs in one basket” strategy. The basic thought process behind diversifying your investments is if you spread your investments around, you’ll reduce the risk of losing money because when one of your
Posted: September 25, 2018, 2:24 pm
Ron Surz   [email protected]    949/488-8339  Originator of Age Sage New financial frauds are exposed every day, frequently by repeat tricksters. Fraudsters typically prey on our greed. Examples show how. We can protect ourselves by following some straightforward practices. You’d think that the notoriety of
Posted: September 21, 2018, 6:18 pm
By Timothy Baker, CFP®, MBA Investing has a language of sayings and catchphrases of its own. Some encourage action, others espouse knowledge. A novice investor might struggle to understand the meaning of many common investing phrases or be duped by seemingly true but false phrases. Here are some of the more
Posted: September 21, 2018, 2:51 pm