Tag: investing

Fundamental vs. Technical Analysis – What’s Your Style?

| July 28, 2022
Fundamental vs. Technical Analysis  – What’s Your Style?

In investing and trading, we often hear debates on the merits of fundamental vs. technical analysis. Both aim to improve our probability of a profit.  Both methods have their usefulness when correctly applied. They are not the same by any stretch, so it’s not a debate over one “apple” vs. another.  It’s a comparison of […]

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Lessons From Decades Of Investing

| June 28, 2022
Lessons From Decades Of Investing

The economy and the stock market are both in the dumps right now and people are freaking out.  Volatility and the interest rates are the only things going up.  Times like these are humbling and they remind investors that we’re not the market geniuses we pretend to be.  Retirees and older investors are especially concerned […]

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Nine Suggestions To Help You Stay Sane In A Volatile Market

| June 14, 2022
Nine Suggestions To Help You Stay Sane In A Volatile Market

The following letter was sent to clients earlier this week. I thought you might find these suggestions to help you stay sane in a volatile market helpful as well. For investors, the 2022 stock market continues to be a difficult one. Not surprisingly, it can be hard to keep your cool during one of the […]

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How To Benefit From Cyclical Investment Markets

| February 15, 2022
How To Benefit From Cyclical Investment Markets

The Stock Market Returns are Volatile Early 2022 has been a rocky ride for investors. After an S&P 500 26.89% gain in 2021, year to date returns are a loss of -5.24% as of February 4, 2022. While not quite an official bear market, it’s enough to give investors pause. If you’ve only been investing […]

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The 3 Types Of Investors (Which Are You?)

| December 23, 2021
The 3 Types Of Investors (Which Are You?)

If you want to play The Great Game of Pre-IPO Investing, you’re going to have to make a choice… A choice that could be the difference between you having a fun – but challenging – journey towards your version of personal freedom… Or a hard, miserable, and frustrating job that keeps you feeling trapped. It all has […]

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The 5 Step Plan For Investment Success

| December 7, 2021
The 5 Step Plan For Investment Success

So here you are, on the precipice of greatness, and you have no idea how to be great. Makes that precipice look awfully daunting, doesn’t it? Don’t look down, only look ahead. If you have followed basic personal finance advice so far, you are probably out of debt (other than your mortgage) and you have […]

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What Do I Use: Market vs. Limit Trades

| November 30, 2021
What Do I Use: Market vs. Limit Trades

Throughout my investing career, I have made hundreds to thousands of trades.  During the course of that long time frame, you begin to pick up on a few “do’s and don’ts” in executing various trading strategies. What I found out is that very rarely will I use market orders, but now I’d rather use limit […]

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How To Work Today’s Inflation Fears For 6%+ Dividends And Big Upside

| November 23, 2021
How To Work Today’s Inflation Fears For 6%+ Dividends And Big Upside

I’m hearing from a lot of CEF Insider members who are worried about inflation these days, and there’s a good reason why: consumer prices raced up 6.2% in October from a year ago! The good news is that we’ve got an easy setup that lets us work inflation fears to our advantage, grabbing ourselves bigger dividends, and […]

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What Is The Halloween Strategy?

| November 2, 2021
What Is The Halloween Strategy?

The Halloween strategy, Halloween effect, or Halloween indicator, is a market-timing strategy based on the hypothesis that stocks perform better between Oct. 31 (Halloween) and May 1 than they do between the beginning of May through the end of October. The strategy posits that it is prudent to buy stocks in November, hold them through the winter […]

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11 Financial Tips For Parents To Share With Their Kids (Part 2)

| October 7, 2021
11 Financial Tips For Parents To Share With Their Kids (Part 2)

As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leaves it to us, as parents, to educate them. Helping our kids become more financially savvy can help us have a lasting impact on their lives. It can also allow them to live […]

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