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Energy Royalty Trusts

Feb 24, 2014

Background Energy Royalty trusts are neither stocks nor bonds, although they share some of their characteristics. Investment trusts are...

Trade of the Decade

Feb 24, 2014

The chart below shows that the multiyear downtrend in the Dow that began in 1999 looks set to continue with the recent breakdown early...

Employee Stock Options: Investing and Mitigating Risk

Feb 24, 2014

For clients who are employed in some capacity by a publicly traded company (and occasionally private companies), there may be the...

Correlating Your Portfolio

Feb 24, 2014

Regardless of how smoothly they operate, all individuals, organizations, industries, and economies routinely experience setbacks, ranging...

Diversification: Too Much of a Good Thing

Feb 24, 2014

Investing, by its nature, is the goal of taking something and creating an environment in which it will grow. If done properly it will grow...

Diversifying All Your Assets

Feb 24, 2014

When asked how their assets are diversified, most people respond by indicating how much of their portfolio is divided between stocks,...

3 Ways to Get Your Portfolio Ready for Ebola, ISIS, or the Next Crisis

Nov 19, 2014

Between ISIS and Ebola, it seems like the world is in crisis. How can you prepare your investment portfolio to withstand anything?...

Bond Strategies for Various Financial Goals

Feb 24, 2014

The strategies used for bond investing will depend on the financial objectives you are pursuing. You need to consider a list of facts in...

Beware the Bond Bubble

Feb 24, 2014

The hissing sound you are hearing may not be the final death call from the stock market, or more specifically the Tech Bubble bursting from...

Coffee and Volatility in the Morning

Feb 24, 2014

We are now in the middle of ?earnings season? which is one of four times per year when most U.S. companies report their quarterly results...

Are ETFs the Investing Wave of the Future?

Feb 24, 2014

Are exchange traded funds (ETFs) the investing wave of the future? The short answer: yes. The ETF market has grown tremendously in...

Using ETFs to Diversify Your Portfolio

Feb 24, 2014

If a flexible investment that offers a simple way to gain exposure to the market in a diversified, cost-effective way sounds appealing ?...

Hedge Funds for Individual Investors

Feb 24, 2014

Hedge Funds have been getting a lot of press lately. The mutual fund scandals have forced the SEC to come up with new ways to oversee this...

Hedge Funds: Heads they win, Tails you lose?

Feb 24, 2014

"I'll tell you what I think of hedge funds. Hedge funds are a huge fad. You can pick any ten hedge funds and I'll bet that on...

New Changes to FHA Reverse Mortgage Rules

Feb 24, 2014

By Justin Stoltzfus January 13, 2014 Regulators are putting new restrictions in place for reverse mortgages to make sure homeowners who...

The Keys to Picking a Bond Fund

Feb 24, 2014

If you don't want to have all your assets in the stock market, that means you'll need to consider either cash or bonds for your portfolio....

What Everyone Should Know About Mutual Funds

Feb 24, 2014

The goal of this article is to introduce each of you to some of the less transparent issues I consider in order to select better funds for...

Two Ways to Protect Yourself From Rising Interest Rates

Feb 24, 2014

By now, I am sure that you are familiar with the inverse relationship between bond prices and interest rates. When interest rates go down,...

Like Your Portfolio, Your Financial Team Should be Diversified, Too

Sep 28, 2017

You don't put all your eggs in one basket, neither should you put all your trust in one financial professional. Having a cadre of pros...

Are We Already in a Bear Market?

Jan 18, 2016

The onset of 2016 saw the market having its worst start in recorded history. We may be in for a 'bad year', but here's what you need to...

How Many Stocks Do You Need for a Diversified Portfolio?

Dec 12, 2015

There are many opinions on this topic. Here are a few fundamental points to consider, With patience and a methodical approach, you can be...

Aligning Your Values With Your Investments

Feb 24, 2014

Corporate ethics. Clean industry. Fair wages. As oxymoronic as these phrases may sound in traditional business, many investors are now...

Community Investing: Helping Others

Feb 24, 2014

Hundreds of millions of dollars and tremendous amounts of supplies have poured into charitable agencies to help the underprivileged victims...

Socially Responsible Investing: Putting Your Money Where Your Heart Is

Feb 24, 2014

Socially responsible investing (SRI) has been around in some form for more than 200 years, but it has become more prominent in the...

The Basics of Fundamental Analysis

Jun 10, 2015

Looking to invest in stocks but don't know where to start? Analyzing a business can become complicated unless you have a basic road map....

Employee Stock Option Basics

Feb 24, 2014

If you have employee stock options, consider yourself lucky. If those stock options are "in the money," consider yourself even luckier....

Exit Stage Left: Stock Exit Strategies

Feb 24, 2014

Selling is probably the most important thing you do in your trading life, yet it is the hardest thing to do. I don't know if it is an ego...

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Alternative Investments

Energy Royalty Trusts

Trade of the Decade

Employee Stock Options: Investing and Mitigating Risk

Asset Allocation

Correlating Your Portfolio

Diversification: Too Much of a Good Thing

Diversifying All Your Assets

Bond Investments and Risk

3 Ways to Get Your Portfolio Ready for Ebola, ISIS, or the Next Crisis

Bond Strategies for Various Financial Goals

Beware the Bond Bubble

Exchange Traded Funds (ETFs)

Coffee and Volatility in the Morning

Are ETFs the Investing Wave of the Future?

Using ETFs to Diversify Your Portfolio

Hedge Funds For Investors

Hedge Funds for Individual Investors

Hedge Funds: Heads they win, Tails you lose?

New Changes to FHA Reverse Mortgage Rules

Investment in Mutual Funds

The Keys to Picking a Bond Fund

What Everyone Should Know About Mutual Funds

Two Ways to Protect Yourself From Rising Interest Rates

Investment Strategy

Like Your Portfolio, Your Financial Team Should be Diversified, Too

Are We Already in a Bear Market?

How Many Stocks Do You Need for a Diversified Portfolio?

Socially Responsible Investing

Aligning Your Values With Your Investments

Community Investing: Helping Others

Socially Responsible Investing: Putting Your Money Where Your Heart Is

Stock Analysis and Research

The Basics of Fundamental Analysis

Employee Stock Option Basics

Exit Stage Left: Stock Exit Strategies