What is a Real Estate Investment Trust (REIT)?
A REIT, or Real Estate Investment Trust, is a company that owns or finances real estate properties. A REIT lets you be involved in the real estate market without having to actively manage a property.
Pros and Cons of Investing in a 401(k) Retirement Plan
A 401(k) is the dominant retirement plan scheme that most people in the U.S. will use to provide an income once they retire. But many wonder if there are pros and cons of using a 401(k) retirement plan to save for your retirement.
How to Develop a Financial Success Mindset
Financially successful people have one standout quality in common: their financial success is a state of mind. Not ‘starts with’ a state of mind, then depends upon luck. It is a state of mind that is rather easy to establish, takes a bit of training and soon grows into a natural way of life.
Portfolio Diversification: Shielding Assets from Market Volatility
When you hear the term ‘portfolio diversification’ with regard to your investments, you might believe you’ve got a clear concept of it: don’t put all your eggs in one basket. But there are many categories and degrees of risk that each of your ‘eggs’ can encompass.
Portfolio Rebalancing: Achieve the Optimal Risk-Return Balance
We are familiar with the old adage that to be a successful investor you must buy low and sell high. I’m not sure anyone would argue this fact but unfortunately for most people this is a rather elusive concept. Why?
Intergenerational Financial Planning
Intergenerational Financial Planning is a strategy that aims to integrate financial planning among generations. It’s where grandparents, parents, and children work together to maximize overall family wealth.
Top 5 Investing Myths and Misconceptions That Can Be Costly
There are many common investing myths that can be very costly, leading you to be too conservative, too risky or avoid investing completely. We’d like to steer you away from some of the most common investing misconceptions that can significantly injure your investment power and financial strength.
Market Timing – A Fool’s Errand
“Given the uncertainty in the stock market, should I stop contributing to my 401K?” It’s a question we hear all too often as nervous investors follow the news of the stock market’s ‘wild ride’. Many clients think about stepping off the wild ride, thinking they can sit out the market’s fluctuations to avoid losing money. But very often, when you have the strongest emotional urge to step out of the market, you will create the very outcome you fear.
Buy and Hold Investing vs Market Timing
One of the most common questions that I get as a professional money manager has to do with market timing. People seem to think that financial advisors have some investment ouija board that will let us know exactly when you should get in and get out to maximize your return. Unfortunately, if you think timing the market is a sound investment strategy, read on.
