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Equity Trend Following Strategies are Shams

by Charles H. Self III Level 16
Equity trend following or momentum strategies and funds have become very popular in the past decade. A number of providers, large and small, have created these funds to attract investors that moved away from actively ...(more)
Comment   |  yesterday from Appleton, WI
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e.g. Guide to Financial Planning

by Carl Dwayne Goodin Level 8
A note about inflation. For quite a few years now, some experts have predicted great inflation due to the easy money policies of the Fed since the Great Recession. For example, Larry Kudlow, President Trump's recently ...(more)
Comment   |  Apr 07, 2018
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A Note About Inflation

by Carl Dwayne Goodin Level 8
A note about inflation. For quite a few years now, some experts have predicted great inflation due to the easy money policies of the Fed since the Great Recession. For example, Larry Kudlow, President Trump's recently ...(more)
Comment   |  Apr 07, 2018
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Market timing is an impractical way to invest

by Vernon Coffey Sumnicht Level 14
Investors are experiencing FUD (fear, uncertainty and doubt) and asking about getting “out of the market.” I’ve been investing for 40 years and I’ve never been comfortable. That’s why Mark Twain said, “October is one ...(more)
Comment   |  Mar 22, 2018 from Appleton, WI
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Wealth Planning is For Everyone

by Paul David Fenner Level 6
Wealth Planning is For Everyone The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you.  Instead of feeling ...(more)
Comment   |  Mar 18, 2018
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How 401(K) Advisors Can Use ETFs

by Charles H. Self III Level 16
Exchange-traded funds (ETFs) have gained significant market share for over a decade now, and more investors are interested in utilizing the investment vehicle to design a diversified portfolio. Advisors' adoption of ...(more)
Comment   |  Mar 12, 2018 from Appleton, WI
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Tax Act, Your Company’s 401(k), and how $99 dollars could turn into $300,000

by Curtis Steven Farrell Level 15
As each New Year begins, many people make New Year’s resolutions, with the mantra – New Year, New Me. Topping the resolution charts year after year is health, both physical and financial. And while many are focused on ...(more)
Comment   |  Mar 08, 2018 from Mission Viejo, CA
1 vote

You’ve heard of the “1 percenters” – what percenter are you?

by Larry R Frank Sr Level 20
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Comment   |  Mar 08, 2018 from Roseville, CA
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Advisors: How to Show Valentine’s Day LOVE with Precious Metals Redux

by Charles H. Self III Level 16
  Two years ago, I posted a piece recommending that one of the most tangible ways that advisors can show affection to their clients is to add precious metals exposure to their portfolios. After a rough start in the ...(more)
Comment   |  Feb 13, 2018 from Appleton, WI
1 vote

Dos and don’ts for income investors

by Vernon Coffey Sumnicht Level 14
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  Jan 23, 2018 from Appleton, WI
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Dos and don’ts for fixed income investors

by Vernon Coffey Sumnicht Level 14
This is a difficult environment for individuals living on a fixed income. The problem is trying to invest money safely while getting a reasonable return on an investment (ROI). Money market funds and CDs are barely even ...(more)
Comment   |  Feb 12, 2018 from Appleton, WI
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Bitcoin and Cryptocurrency: Long-term Potential or Short-term Buzz

by Richard Andrew Solt Level 12
Bitcoin is powered by a promising new technology, but many uncertainties remain The meteoric rise in the price of Bitcoin, which represents more than half of the nearly $500 billion cryptocurrency market, has dominated ...(more)
Comment   |  Jan 05, 2018
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Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes

by Ray A. Hawkins CFP ®, ADPAsm Level 16
Three Ways to Give Thanks in a Year of Good Returns and Minimize Your Taxes <header class="entry-header" style="box-sizing: inherit; margin-bottom: 20px; padding-bottom: 10px; border-bottom: 1px solid #f5f5f5; ...(more)
Comment   |  Jan 02, 2018
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2018 Tax Reform: What you Need to Know

by Richard Andrew Solt Level 12
2018 Tax Reform: What You Need to KnowCongress passed sweeping reform to the U.S. tax system, which is expected to be signed into law soon. This legislation is generally effective for tax years beginning after Dec. 31, ...(more)
Comment   |  Dec 21, 2017
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2018 Tax Reform: What you need to know

by Richard Andrew Solt Level 12
2018 Tax Reform: What You Need to KnowCongress passed sweeping reform to the U.S. tax system, which is expected to be signed into law soon. This legislation is generally effective for tax years beginning after Dec. 31, ...(more)
Comment   |  Dec 21, 2017
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Who Does What (in your Retirement Plan)

by Curtis Steven Farrell Level 15
There is a fair amount of confusion surrounding the roles, responsibilities, and duties each party has to maintain a compliant retirement plan.  With new regulations and increased litigation, it’s more important than ...(more)
Comment   |  Dec 08, 2017 from Mission Viejo, CA
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Is a Cash Balance Plan Right for my Company?

by Curtis Steven Farrell Level 15
Planning for retirement comes with a unique set of challenges for everyone, but often the focus is placed on individuals who struggle to save for retirement. What about the people who actively save and want to do ...(more)
Comment   |  Dec 08, 2017 from Mission Viejo, CA
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Protect Three Key Goals With Life Insurance

by Richard Andrew Solt Level 12
Many people remain unaware of the many ways in which life insurance can help families meet their key financial goals. Here are three of the biggest of these objectives, as seen through the eyes of a hypothetical couple, ...(more)
Comment   |  Nov 29, 2017
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Consider These Year-end Tax-Smart Financial Moves

by Richard Andrew Solt Level 12
With the holiday season upon us, you may be getting pretty busy. But once the holidays are over, you'll enter into a new season – tax season. The filing deadline for the 2017 tax year is April 17, 2018, but until that ...(more)
Comment   |  Nov 29, 2017
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Can you Afford to retire early?

by Richard Andrew Solt Level 12
Some people dream of retiring early. Are you one of them? If so, you’ll need to plan ahead – because a successful early retirement can’t be achieved through last-minute moves. So, if you’re determined to retire early, ...(more)
Comment   |  Nov 29, 2017
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