Finally, there’s unbiased data regarding the top performing robo-advisors. At the beginning of 2016, Condor Capital, a Registered Investment Advisor (RIA) in Martinsville, NJ, took on the challenge of funding 12 robo-advisors and investing in a conservative 60% stock v. 40% bond portfolio. Using results from December 31, 2015 through September 30, 2016, they calculated the best returns overall and by category: fixed and equities.
Asset classes drive investment returns. Learn to set up an investment portfolio with diversified asset classes.
Today’s article of this multi-part series answers the question, “How to figure out my risk tolerance”. There are many risk tolerance quizzes online, all promising to tell you how much volatility you can tolerate. The truth is no one cares about upward volatility, when your investment values go up. The only risk we worry about is the decline in value!
Discover how Mom was able to make 1,000% return in 6 years of investing with no post secondary education and little to no background in finance. Enjoy the comforting experience as I invite you into our home to have a heart to heart chat around the subject by drawing parallels between her passion for food and her philosophy for investing. The book has recently received a 5-star rating from Lisa Brown-Gilbertt of Hollywood Book Reviews.
Seems as though there’s always a new investing angle cropping up in an attempt to beat the market. We have smart beta, implemented by the robo-advisor Personal Capital, and then the older investment strategies momentum, undervalued and technical analysis. On the index front, for those not satisfied with traditional market capitalization indexing, equal weight and other twists on the traditional index fund investing approach is an option. The Wisdom Tree Investing firm is dedicated to alternat…
Is it time to sell your stock investments? If you have a workplace retirement account or brokerage account with investments in the US stock market you may be tempted to sell now. Markets are unpredictable and volatility is scary. Volatility is the Price You Pay for Returns Investing 101 informs that you need to take some risks in order to be eligible for a larger return. The problem with that reality is that no one enjoys seeing their investments decline in value. Even if you don’t know anyth…
Globalization Levels the Playing Field for International Investors We have many international readers who want to build wealth with investing.
Who isn’t looking for a high yield on investments today? This reader question is quite common. Savers, investors and retirees are frustrated with the low interest rates on their savings, CDs and money market accounts. For those younger readers, you may not realize that the rock bottom yields today are historic. Interest rates haven’t been this low in many decades. To gain some perspective, take a look at the 3-month Treasury Bill returns for the last 15 years or so: Treasury Bill Returns from…
Is It Possible to Beat the Market? In Jeff Somer’s NY Times article, “Beating the Market, as a Reachable Goal”, Robert A. Olstein is insulted by the arguments in favor of index funds. He claims that the index fund approach is a reach for mediocrity.
So what makes one company better than another? While there is an abundance of investing advice in other critical areas, there is a severe lack of tips for prospective small business investors. Here are five fundamentals to look for when evaluating a new company. It’s not an all-inclusive list but it serves as a starting point. Other considerations, like valuation and deal structure, are critical as well, are worthy of an entirely separate in-depth discussion.