Investing goals can be broken down into a few simple categories. These are determined by personal financial conditions, investment time horizon and market outlook. Other factors that impact investment decisions are individual risk tolerance and market expectations. Without realistic expectations,…
Typically when an investor reaches the final step in the investment evolution process (Missed part one and two?), significant time and effort has been spent with the financial markets. The skills to identify trading candidates and control investment risk should…
As described in part one, entrance into investing begins in a similar manner for many. The selection of vehicles for IRAs and 401ks is often the beginning of understanding the investment process. Because the goal for growth is long term…
The path for investing in the financial markets follows a similar pattern for most investors. Over 100 million Americans are invested in the stock market with retirement, pension or personal money. Regular payroll deducted investment contributions are common and are…
Regardless of account size, proper allocation and position, risk control is crucial for success. Large portfolios may have the resources to ride out drawdowns but that doesn’t necessarily that is the best financial choice. A solid plan with money management…
The development of the ETF (Exchange Traded Fund) marketplace has changed the investment landscape. Investors and traders have an investment vehicle with the flexibility to enter or exit like an individual stock, but the with the diversification possibilities of…
With the significant market declines in the fall of 2008, many stocks were trading at multi year if not decade lows. The history making volatility made option premiums more expensive in relative terms because of the market uncertainty. Because of…
An old Peter Lynch adage for investing is, “Invest in what you know”. The renowned Fidelity investor and manager of the largest mutual fund of its time, Magellan used this principal as a starting point to help individual investors find…
