Managing your financial life is not just about money.

Archives for Investment Strategy

Investing 101 – Pt.13 Stuff You Need to Know

This is the 13th article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way. Whether you work with an investment advisor or choose to do your own investing, there are some things you need to know to be successful. Here is my take on what those things are. You need an investment pie! Well, the official phrase is “a proper asset allocation”. There is a pretty good chance your retirement plan at work has some very colorful investment pies available. There are probably four or five of them, and these pies
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Investing 101 – Pt.10 Stuff You Need to Know

This is the tenth article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way. Whether you work with an investment advisor or choose to do your own investing, there are some things you need to know to be successful. Here is my take on what those they are. In my last column, I bravely suggested that bondholders will find it very difficult to earn any real money (what you get to keep after you pay taxes and inflation on your earnings) for quite a while to come. I also stated that
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Investing 101 – Pt.09 Stuff You Need to Know

This is the ninth article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some things you need to know to be successful.  Here is my take on what those things are. You need to own some bonds in your portfolio, but probably not as many as you think.  Actually, I don’t think you should own any bonds in your portfolio until you are at least 45 years old.  The reason for owning bonds in
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Investing 101 – Pt.08 Stuff You Need to Know

This is the eighth article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some there are things you need to know to be successful.  Here is my take on what those things are. What is the big picture?  What is behind the long term upward movement of the stock markets of the world?  Let’s start with a question. Would you rather have been born on your birthday, or 500 years before that date?  The
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Investing 101 – Pt.07 Stuff You Need to Know

This is the seventh article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some things you need to know to be successful.  Here is my take on what those things are.
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Investing 101 – Pt.06 Stuff You Need to Know

This is the sixth article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some there are things you need to know to be successful.  Here is my take on what those things are. Emotions will cost you some money, and maybe lots! The investment firm Black Rock, whom I believe is the world’s largest money manager, has a chart called “Investing and Emotions – The Ups and Downs of the Market.” It is one
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Investing 101 – Pt.03

This is the third article in a series that will discuss basic investment concepts in hopefully and understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some things you need to know to be successful.  Here is my take on what those things are.
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Investing 101 – Pt.02

This is the second article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way.  Whether you work with an investment advisor or choose to do your own investing, there are some there are things you need to know to be successful. Here is my take on what those things are. Think of stocks as companies. You will sleep better.  The very word “stocks” has a negative connotation for many of us. They can be scary.  They crash. You can lose all of your money.  An easy way to deal with this
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Maybe It’s You

When it comes to investing, many folks have had bad experiences that have left them disappointed, mad or just plain scared. Mike offers some real world examples of bad investment behavior.
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