Robo Investing: The Dealer and Junkie
I’m waiting for my man Twenty-six dollars in my hand… He’s never early, he’s always late First thing you learn is that you always gotta wait I’m waiting for my man (Lou Reed) © EMI Music Publishing These lyrics are from a Velvet Underground (Lou Reed) song entitled, “I’m Waiting For The Man,” about […]
Read ArticleShould You Consider Investing Your Home Equity?
In our decades of experience, we’ve found that this strategy may not be appropriate for everyone. For some, it has caused more harm than good. For others, it has been beneficial. We, however, wanted write on the topic, because it is a topic that we are often asked about. To properly consider your options, you really […]
Read ArticleWhat are Options & How Risky Are They?
Think of Options Like Insurance Options are essentially tradeable insurance contracts on stocks, indexes and some other investments. It helps to understand the concept of options if you keep in mind that options are insurance, but the terms are different. Options provide more investment options — no pun intended. The price of an option is […]
Read ArticleHow Do You Spot Untrustworthy Financial News?
This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Be leery of simple answers to complex questions. Services that make it all sound too easy and simple are the ones […]
Read Article“Fake News” & “Infotainment” in Finance Media
This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. The investment advisory world struggles with the same issues as the mainstream media. Everybody wants to be assumed to be credible, […]
Read ArticleOutrageous Financial News: How Can They Get Away With That?
This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Simple — they aren’t professionals. Here are some excerpts from the disclosure statement for one such service, emphasis mine. “The Company […]
Read ArticleCumulative Returns: How News Services Can Confuse Investors
This is an excerpt from the whitepaper “Exaggerated Returns: How Trading Newsletters & Services Can Make Such Outrageous Claims, and How to Spot Them” by Joshua Wilson, CMT, AIF. Download the full document here. Let’s look at another way newsletters and services can confuse investors. This time, the confusion here comes from “cumulative returns.” With […]
Read ArticleThe 3 Biggest Misunderstandings About Options
In part 1 of this series, I described the main ways options are used (income, protection, favorable stock entries and diversification) as well as how they compare to stocks, risk-wise. Now, let’s talk about the biggest misunderstandings people have about options. First, people tend to learn just one strategy and then incorrectly assume the characteristics […]
Read Article9 Tips on Purchasing and Financing Your New Home
Since the beginning of the year, we’ve covered several topics that span the financial planning spectrum. This month, we’d like to take a slightly different tack and discuss the ins and outs of buying a home. For many, it will be the biggest purchase ever made, one that is an enormous investment with plenty of […]
Read ArticleClimbing to New Highs
A recent report revealed that the S&P 500 Index has closed at 42 news highs since July 11, 2016. That’s the day the S&P 500 hit its first all-time closing high in almost 14 months. A quick review of data from the St. Louis Federal Reserve reveals the index of 500 large companies added five […]
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