How a Catalyst Turns Into Dollar Signs
Those of us that have been around the block in the investing world know that there are several important signals for investors…
Diversification
It’s Time to Fix Your Undiversified Portfolio
t’s time to fix your undiversified portfolio with some history, data, and strategy-of course. Modern Portfolio Theory (MPT) is the brilliant mathematical…
How to Control Investment Portfolio Losses
You can control investment losses by determining your probable maximum loss and choosing an asset allocation that is consistent with your philosophy.…
Where to Invest First for Newbies
As I have told you previously, I was too excited to invest as well. I started with stocks in 2008, barely a…
How Many Stocks Should You Hold?
The subject of how many stocks should be held in a portfolio has been a subject of debate for years. Typically, an…
Sensible Tips for a Well-Balanced Portfolio
Constructing a well-balanced portfolio is a fine art that can be lost among the shuffle of collecting individual positions. Too often, investors…
How to Build an Optimal Dividend Portfolio
Building a successful dividend portfolio has significant benefits over the long-term. I LOVE the prospect of investing in high-quality stocks at reasonable…
5 Common Diversification Mistakes
Investors often have a lot to consider. But few investment decisions matter more than asset allocation. A well diversified portfolio is as…
Use Beta to Build a Risk Adverse Portfolio
If you are a nervous investor, what is your process for building a portfolio? Do you do massive amounts of research before…
Nothing to Fear but the Fear of Missing Out
I received a call from an 87-year old client yesterday afternoon who inquired as to why her friends are making more money…
3 Things to Remember When Markets Decline
By Jack Forehand Market volatility is back and with it comes a significantly elevated potential for rising emotions and the poor decision…
34 Strategies to Make You a Better Investor
The most important attribute of successful investors is discipline in following a set of investment strategies and rules. In other words you…
Energy ETFs Fall Hard To Kick off 2018
The buzzword of the year may well be “volatility” after the swift beating that stocks have taken in the early days of…
How Investment Diversification Makes You Rich
What is your investment strategy? Do you even have one? Or do you just invest in whatever is hot at the moment,…