Includes advanced investing tips, catchup wealth building strategies and advanced investment techniques beyond passive index investing
Investors often wonder about the difference between strategic investment vs tactical investment strategies. Strategic investing is passive and based on a fixed asset allocation among different types of investments while tactical investing is active and invests in opportunities at any given time. What Is Strategic Investing? Strategic investing is popular due to its simplicity and …
Covered calls can be an excellent way to generate extra income from stocks but they don’t always go exactly as planned. Fortunately, covered calls can be rolled when the underlying stock moves in an unexpected or unfavorable way. If you’re wondering how to roll covered calls, it’s relatively simple. To roll covered calls you buy …
It’s often said that managing risk is as important as getting good investment returns. Ownership of defensive investments can offset potential losses from other investments while smoothing out returns. Treasury bonds, T bills, gold, money market funds, put options, TIPS, and inverse ETF’s are all examples of defensive investments. These are all assets that tend …
Does everything you need to know about investing really fit onto one side of a cocktail napkin as touted by more than one wildly famous financial author? Well, the answer depends on: Your personal wealth plan How long you have to save and invest Your net worth How much money you need to retire …
Beginner To Advanced Investing Strategies | What’s Best for You? Read More »
The All Weather Portfolio is has performed well during certain times in the past. By the end of this post, however, you’ll know why the All Weather Portfolio would work so well for the extremely wealthy Dalio family and may not work so well for others. There are several pros and cons of the All …
All Weather Portfolio Pros and Cons | ETFs | Performance | Chart | Videos Read More »
There are simple ways to make money when stocks drop using more traditional investing methods and there are also more advanced strategies to make money when stocks drop. In this post, I will cover simple to slightly advanced strategies that both investors and many wealth managers use to make money in down markets for their …
Stock market returns by decade are often used as markers for measuring past performance and estimating future performance more reliably for retirement planning purposes. And we all know that stock market gains can be excellent passive wealth builders in most decades, so let’s see what happened last decade, and how can we use that data …
Stock Market Return 2010 through 2019 and Why You Care Read More »
Consistently saving money and investing it in stocks and bonds builds wealth over many years. The problem is that this strategy usually takes at least two decades, and most people don’t begin this discipline until it’s too late to save enough to retire comfortably. Alternative wealth solutions exist, however, for anyone willing to think and invest outside the …
Many investors have concerns about passive investing in stocks and bonds based on standard asset allocation models. Or maybe they have seen that passive investing won’t get the results they need to reach their financial goals. Many investors turn to more advanced investment strategies in an effort to increase returns without increasing risk. Popular …
Advanced Investment Strategies (You Won’t Hear from Your Advisor) | Video Read More »
If you’re concerned that investing in traditional stocks and bonds with a common asset allocation won’t provide a comfortable retirement for life, you’re not alone. We had those same concerns over a decade ago, along with millions of other investors over 50, and here’s what we discovered: Alternative retirement investment strategies can result in higher …
12 “Slightly” Alternative Retirement Investment Strategies Read More »
Updated May 6, 2020 At the end of the strong bull market of the 1990’s, a few brave financial experts predicted the next decade would not be a good one for stock investors. What will stocks do over the next 10 years? Ray Dalio, Warren Buffett, Rob Arnott, Liz Ann Sonders and John Bogle have told us what …
Toward the end of bull markets, it’s smart to see what stocks went up in past bear markets for recession proof investment ideas. While there have been some short and minor bear markets since 2008, the severe 2008 bear market continues to provide excellent data and investing lessons for everyone. Stocks that went up in …
Stocks That Went Up in 2008 | Plus ETFs, Bonds, Gold Read More »
Investing within acceptable risk is one of the most important things we can do as investors. Occasional bear stock markets challenge even experienced stock market investors when it comes to managing risk. After investing through several bear markets over the past 40 years, I’ve learned that one of the best ways to lower stock …
What Goes Up When Stocks Go Down? 7 Hedging Assets Read More »
Selling in the money covered calls can be an excellent income generating strategy for those living off investments. An in the money covered call strategy involves selling a call option with a strike price lower than the cost of the underlying stock. This strategy is commonly used when the call writer expects the stock price to decrease, …
In the Money Covered Call Strategy | Benefits and Examples Read More »
If your net worth isn’t where you want it to be, you may be wondering how you can build wealth in a way that won’t take decades. The best assets to build wealth fall into two categories, almost all quality assets that can be bought at low valuations, and assets that can be created. After …
Best Assets to Build Wealth | Charts, Videos, Calculator Read More »
If you’re approaching retirement, that anticipated time when you can live off investments or at least work fewer hours own your schedule, you’re probably transitioning to income investing. You may be wondering how to buy assets that generate income. The way you buy income generating assets depends on the type of asset you’re buying. For example, …
Covered calls can be an excellent way to increase income from stocks but like all investments, covered calls aren’t perfect. The problems with covered calls include stock market risk, company specific risk, high required capital, forfeiting of potential capital gains, taxes on call income, and ongoing management of unexercised options. It is my belief, however, …
In this time of low dividend yields, increasing stock income by selling call options on stocks you already own sounds pretty appealing to yield hungry investors. Are covered calls a good strategy? Covered calls can be an excellent income strategy for stock investors willing to forego capital gains above the strike price should the call …
Most advice for how to increase net worth is geared toward investors with decades to save and compound wealth in the stock market. If you’re an investor over 50, it could be too late for that strategy before retirement. But you can increase net worth by taking advantage of cycles in stocks or real estate, …
How to Increase Net Worth Before Retirement [Videos] Read More »
