Advanced Investment Strategies

Includes advanced investing tips, catchup wealth building strategies and advanced investment techniques beyond passive index investing

Man over 50 with cash

All Weather Portfolio Pros and Cons | ETFs | Performance | Chart | Videos

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 might work well for the extremely wealthy Dalio family for whom it was designed, and why it may not work so well for investors like you and …

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money pass computer | open in the money covered call strategy

In the Money Covered Call Strategy | Benefits and Examples

  Selling in the money covered calls can be an excellent income generating strategy for stock investors trying to live off investment income.  An in the money covered call strategy involves selling a call option with a strike price lower than the market value of the underlying stock. This strategy is commonly used when the call writer …

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What Goes Up When Stocks Go Down? 7 Hedging Assets

  Investing within acceptable risk is one of the most important things we can do as investors. Occasional bear stock markets challenge even advanced 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 …

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strategic vs tactical investing differences

Strategic Vs Tactical Investing

Investors often wonder about the difference between strategic investment vs tactical investment strategies. Strategic investing is usually passive, or buy and hold, and follows a fixed asset allocation among different types of investments, while tactical investing makes investments in assets that appear to be better at any given time based on their return potential. What …

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What Are Defensive Investments?

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 …

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Beginner To Advanced Investing Strategies | What’s Best for You?

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 …

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Woman cash | How to Make Money When Stocks Go Down

How to Make Money When Stocks Drop

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 …

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couple fulfilling their dreams through their stock market returns

Stock Market Return 2010 through 2019 and Why You Care

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 …

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Money Timer Flag | Alternative Wealth Solution

Alternative Wealth Solutions

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 …

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Key Compass | Advanced Investment Strategies

Advanced Investment Strategies (You Won’t Hear from Your Advisor) | Video

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 …

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retirement key | Alternative Retirement Investment Strategies 

12 “Slightly” Alternative Retirement Investment Strategies 

  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 …

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ten blocks | What Will Stocks Do Over the Next 10 Years

What Will Stocks Do Over the Next 10 Years?

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 …

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Stocks That Went Up in 2008 | Plus ETFs, Bonds, Gold

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 …

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How to Buy Assets That Generate Income

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, …

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Problem - Solution

Problems with Covered Calls

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, …

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retirement nestegg | Are covered calls a good strategy

Are Covered Calls a Good Strategy?

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 …

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How to Increase Net Worth Before Retirement [Videos]

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, …

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