Investing

10 Posts in this category
Posted By: CFP&WM On: Mar 20th, 2013 In: Investing Money Matters

Have What It Takes To Invest On Your Own? Here’s A Checklist To Help You Decide

The whole purpose of investing is to fund your future goals. If you invest successfully, you will be in a better position to obtain your financial goals and fulfill your life’s dreams.

On the other hand, if you don’t invest successfully, life might not be quite so pleasant. While it’s a bit tedious, the sooner you complete certain prerequisite tasks …

Posted By: CFP&WM On: Feb 20th, 2013 In: Financial planning Investing Money Matters

Investing: Gender-Based Differences

Investing: Gender-Based Differences

The more you know about yourself, in particular, and investing, in general, the more likely it is that you will obtain a better investing results.

The intent of this article is twofold: primarily, it is to raise your awareness of certain gender-based investing tendencies and secondarily, it is to make you a better investor given what you …

Posted By: CFP&WM On: Jan 25th, 2013 In: Investing Money Matters

Time for High Dividend Paying Stocks? Not so Fast

Thanks to the Federal Reserve’s commitment to ultra low interest rates, bond yields are now near historic lows. While some investors might be tempted to consider dividend-paying stocks as a way of generating income, before you decide to jump on that bandwagon there are three key points you need to reason through first:

1. DO THE MATH

When a company …

Posted By: CFP&WM On: Nov 9th, 2012 In: Financial planning Investing Money Matters

The Biggest Obstacle To Investing Success? It Could Be You

What is the main reason that most people fail to invest successfully?

Is it a lack of information, too much information, a lack of time to devote to investing, a lack of investing knowledge, lack of tools, or just plain old bad luck?

In most cases, the main cause of poor investment return is the person looking back at you …

Posted By: CFP&WM On: Jan 27th, 2010 In: Investing

Dollar Cost Averaging: Facts and Myths

Most everyone has heard the term “dollar cost averaging” (DCA) as a way to invest money into the market. Unfortunately, there is much misunderstanding about the topic including the validity of the process.

Let’s look at an example of DCA. Lets say you just inherited $20,000 and you decided to invest it in the stock market. Once you have determined …

Posted By: CFP&WM On: Jan 20th, 2010 In: Financial planning General info Investing

California Dept. of Corporations Has "Must Read" Publication

In over 25 years for helping people to preserve, protect and grow their assets, many publications have crossed my desk. All were designed to help those approaching or in retirement. Perhaps the best one ever is from the Ca Dept of Corporations and is free. “Protect Yourself from Fraud” is easy to read, well written covers a large variety of …

Posted By: CFP&WM On: Jan 6th, 2010 In: Investing

Tech Stock, Housing Boom and Bust – Is Gold Next?

Most everyone remembers the run up of the price of tech stocks about ten years ago. It was commonly referred to as the dot com bubble. The technology laden NASDAQ composite index went from roughly 800 to 5000 in six years, only to have it come tumbling down. In reality, the value was just not there.

More recently we’ve had …

Posted By: CFP&WM On: Jan 4th, 2010 In: Financial planning Investing

Protect Yourself From Investment Fraud

The media is full of stories about investment fraud and sales abuse. Wells Fargo was sued by the State of California for selling investments that were not as safe as reported. Bank of America was sued for involvement in a Ponzi scheme. Ameriprise paid a fine for selling products unsuited to clients retirement accounts. And of course the Bernie Madoff

Posted By: CFP&WM On: Dec 30th, 2009 In: Financial planning Investing My soap box

Legislature Does Not Protect Investors

Congress is reportedly attempting to improve the safeguards for the investing public. Sweeping financial services reform legislation was approved last week in the House of Representatives. But there were some evidently last minute changes inserted into the bill by lobbyists to benefit big Wall Street Broker Dealers such as Charles Schwab.

Registered Investment Advisors give investment advice and they have

Posted By: CFP&WM On: Dec 17th, 2009 In: General info Investing

Legislature Protects Investors? NOT!

Congress is reportedly attempting to improve the safeguards for the investing public. Sweeping financial services reform legislation was approved last week in the House of Representatives. But there were some evidently last minute changes inserted into the bill by lobbyists to benefit big Wall Street Broker Dealers such as Charles Schwab.

Registered Investment Advisors give investment advice and they have