Category: Investing

August steep market decline serves as a useful dress rehearsal for how we might react in a bear market and what we should do now to increase survival.

Given 2023 stock market’s reversal of 2022 decline, I want to share my thoughts on markets and money by highlighting potential risks and returns to help you chart your financial course forward.

For many workers, making the most of your 401k is one of the best things you can do to increase your investment returns exponentially.

SVB’s collapse holds 3 lessons for us (investors): 1) Don’t mix money buckets 2) Hold a healthy rainy day fund 3) Manage risk via diversification

2022 volatile markets reflected a paradigm shift from a low interest/low inflation world to a higher interest/higher inflation world. Investment outperformers declined while laggards rallied; borrowers were penalized and lenders benefited. How to position yourself for 2023?

Success investing is counter-intuitive as the key tenets are simple to remember, but hard to do.

When evaluating how much to hold in your company stocks, it’s important to prioritize the downside before the upside.

Given the ongoing debate between lump sum investing versus dollar cost averaging, it’s important to realize that the determining factor for investment success is you, the investor.

With sustainable investing, investors seek to do well by doing good. A closer examination, however, reveals a developing niche that should be approached with as much caution as enthusiasm.

Building wealth requires that you spend less so that you have money left over to invest. Otherwise, you will likely work for the rest of your life.