Includes advanced investing tips, catchup wealth building strategies and advanced investment techniques beyond passive index investing
Bear markets are especially hard during retirement. The data supports that if a bear market occurs shortly before or after retirement a typical retirement plan can be blown. This is referred to as Sequence of Return Risk and it proves how detrimental a bear market can be near retirement. In this article I’ll share: …
The word is getting out about asset rotation investing after decades of popular buy and hold investing. What is asset rotation exactly? Asset rotation investing rotates into asset classes that are increasing in price and out of assets that are decreasing in price. Rotation timing is often based on technical factors for the asset classes. …
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 …
All Weather Portfolio Pros and Cons | ETFs | Performance | Chart | Videos Read More »
Are you searching for an advanced investing course? An advanced investing course should cover the different methods that can be used by investors, not just go deep into one method. It should also emphasize what drives returns and how to manage risk. The instructor should be unbiased and experienced in various investing strategies in different …
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 …
In the Money Covered Call Strategy | Benefits and Examples Read More »
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 …
What Goes Up When Stocks Go Down? 7 Hedging Assets Read More »
This post is an honest Allocate Smartly review which I’m writing after three years of using Allocate Smartly for investing several of our portfolios. What is Allocate Smartly exactly? Allocate Smartly provides information to analyze investment strategies along with the tools to help investors implement those strategies in their own portfolios. If you’ve been …
Many investors are faced with the question: is buy and hold investing the best strategy for me? Even though buy and hold investing is by far the most popular investing strategy, sometimes investors wonder if it truly is the best strategy for them. This question often arises after experiencing unusually high volatility, portfolio losses, or …
You may be wondering how to become an active investor vs being a buy and hold investor particularly in or near retirement. Being an active investor has both advantages and disadvantages over being a buy and hold investor for sure. Many active investors purchase traditional assets such as stocks and bonds, while other active investors …
You may be seeking more advanced investing YouTube channels amidst of vast sea of sea of investing YouTube channels, most of which are tailored to beginner investors at one end and traders at the other end. I’ll be sharing some of the channels from my very own short list of advanced investing YouTube channels to …
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 …
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 »
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 »
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 »