
Portfolios Care About Asset Allocation, Not Your Emotions.
While the cause of volatility changes, a constant remains - portfolios don't care about your feelings.
Empower New Graduates with Gifts of Independence
While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.
The Clash Against The Magnificent Seven
The Magnificent Seven have gained 71% this year while the other 493 stocks in the S&P 500 have gained just 6%.
Yes, even the Nasdaq-100 Index rebalances. What about you?
Seven companies (combining Alphabet’s share classes) represented over 55% weighting of the NASDAQ 100 index and were educed to 38% with smaller companies within the index being purchased.
Dividend Investing - Navigating Hype and Pitfalls To Get Results.
Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.
You Can’t Always Get What You Want… But If You Try Sometimes
With markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?
Inflation: Increase assets, borrow, and lock in debits.
Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.
Tax Loss Harvesting: Give Thanks And Slice Your Pie
Losing investments can offset realized profits as well as up to $3,000 in non-investment income each year.
Rising Rates, Sinking Values: Are Bonds Dead?
Since 1976 the bond market has been negative just 3 times, 2021 could be the fourth and worst.
Revisiting - Dividends: Evolve Beyond Yield
Revisiting the conundrum for income investors in today’s low-interest rate environment.
Why Dividend Growth Matters
Can a low dividend yield be more favorable over the long-term?
Bond Yields: Sought By Many, Understood By Few
There’s more to investing in bond funds, ETFs and portfolios than just asking for the yield.