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Saturday, August 24, 2019

Latest Articles in Basics

For those new to investing, or managing their own money, there are plenty of confusing things about the business and therefore plenty of opportunities for mistakes. Whether you are trading actively or investing in individual stocks for long-term holding, there are some mistakes that are common and repeated
Posted: June 20, 2019, 2:11 pm
“Should I invest in cryptocurrency and Bitcoin?” This is one of the most common questions I get from my followers and students. That, along with “what the heck is a cryptocurrency?” and “Can you actually invest in this stuff, or it’s just pure speculation?” In this educational piece, I aim to answer these
Posted: May 9, 2019, 12:49 pm
Shutterstock photo Retirement planning is an important topic for anyone who has been in the workforce. But when it comes to personal finance, saving and investing, knowing the right approach and executing that plan can be a daunting task. But it doesn't always have to be . What retirement strategy is right
Posted: April 3, 2019, 11:58 am
It is used to identify when that momentum has reached an extreme and is therefore likely to
Posted: March 1, 2019, 8:23 pm
Shutterstock photo Stocks for the Long Run  by Jeremy Siegel, first published in 1994, is broadly considered one of the best investment books of all time. As the title implies, the idea is that in the long term, stocks win for compounding wealth. That has certainly broadly been the case, but even Siegel admits
Posted: February 26, 2019, 6:10 pm
Kurt Schacht, Managing Director, CFA Institute What has become of the once-proud craft of stock analyst?  We ought to be ashamed of the quarterly earnings spectacle that has come to define public perception of what constitutes sound investment analysis.  Analysis of quarterly results has become must-see TV.  The
Posted: February 20, 2019, 2:43 pm
Shutterstock photo Charts are basically simple representations of price history, but they are often endowed with some almost mystical qualities by over-complicated analysis of obscure patterns. The most reliable patterns, however, are those that are based on repeated human behavior rather than esoteric math,
Posted: February 8, 2019, 4:40 pm
erick4x4 for Getty images We live in a time of political polarization. Yes, I understand that that is hardly a revelation. It is all too obvious, and all too often stated. But what is not often talked about is how that polarization can affect our trading and investing decisions. If we allow our political
Posted: January 24, 2019, 3:44 pm
By  Judy Hulsey When the market is performing well and  volatility  is low, it’s easy to be lulled into a false sense of security. As a result, investors tend to put more risk on the table. But as Nassim Taleb, author of  The Black Swan  and  Antifragile,  so wisely points out with the saying - “Never think that
Posted: December 18, 2018, 4:22 pm
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