Search Results for: portfolio management
Winning the Financial Game: How to Protect Your Investments
… I needed to make significant changes and take a more active role in managing my investments.
Embracing Change
Reflecting on the evolving financial landscape—shaped by industry shifts and rapid technological advancements—I realized the urgency of proactive financial management. It was clear that remaining passive or uninformed was no longer an option. I …
Stock Trading Halts Demystified: Everything You Need to Know
… to have equal access to information. Halts enable all participants to access new or changed information before trading resumes.Most halts are trading pauses requested by company management to release news that allows market participants, investors, and news media to receive and interpret the impact of the news on the stock price. Other reasons for …
Read MoreHow to Avoid Scams Using the Best Stock Scam Tips
… to-earn means unnecessary trades produce higher commissions with limited or no benefit to the client.
New issues pay advisors and financial firms high fees to apply management pressure, set advisor quotas, and pay premium commissions to sell the inventory to clients despite a poor return record.
These are the most common schemes, although there …
Amazing Story of the Man Who Cancelled an Economic Depression
Ben Bernanke Knows Booming, Busting, and Managing a Financial Crisis
The amazing story of the man who cancelled an economic depression reveals how former FED Chair, Ben Bernanke managed the financial crisis. This economic expert knows booming, busting, economics, and the business cycle. Investors benefited from his insights and strong management during the 2008 financial …
Profit, Loss, and Advisors FAQs: What You Need to Know for Security and Financial Growth
… advisor?
Get a financial advisor when you need help putting money to work.
A fee-only financial planner is a good start for someone new to money management or investing. Such a meeting can be an excellent investment and a turning point in your financial future.
After all, money is lazy, has no loyalty, and …
The 3 Yeses Formula: How to Know When to Invest Confidently
… company make money?3. Where is the market, and what is the market size?4. Where does the company operate?5. What are the track records of management and the company?6. How does the company compare to competitors?7. Are there many satisfied loyal customers?8. What are trends for earnings, revenue, and stock …
Read MoreInvesting Time or Advisor Time: The Best Wealth-Building Choice
… advisor?
Get a financial advisor when you need help putting money to work. A fee-only financial planner is a good start for someone new to money management or investing. Such a meeting can be an excellent investment and a turning point in your financial future. After all, money is lazy, unloyal, and indifferent to …
Why Be Normal When You Can Choose Exceptional Wealth Building
… continuously invest in knowledge.
Develop a habit of writing your records and plans. This will help you control costs, which will start you on the path to money management success.
As you control expenses and build income, pay off debt and build a 6-month expense reserve. Once you’ve established a reserve, invest in
Playing Small Investor Advantages: How to Achieve Better Returns
… behemoths.
Also, smaller company growth can, and often does, happen relatively fast. Presuming that we do our homework and buy quality growing companies, the effect on our portfolios can be dramatic. We can grow far faster than any index. It requires risk management and homework, but it can be done well.
Among rapidly growing companies …
No-Worry Investor FAQs: How to Make Smart and Confident Choices
… invest in knowledge.
Develop a habit of writing your records and plans. This will help you control costs, which will start you on the path to money management success.
As you control expenses and build income, pay off debt and build a 6-month expense reserve. Once you’ve established a reserve, invest in productive …