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Mutual Funds

5 Inspiring Warren Buffett Investing Quotes

5 Inspiring Warren Buffett Investing Quotes

By in Investing, Mind and Money, Money Management, Mutual Funds, Personal Finance, Stocks, Tips, Wealth | 3 comments

Warren Buffett is considered one of the most successful investors of our time. According to BusinessInsider‘s Andy Kiersz, in “Here’s How Rich You’d Be if You’d Invested $1,000 in Buffett Way Back When”, $1,000 invested in Berkshire Hathaway in 1964, would be worth about $11.6 million today. This information uses the 1964 share price of $19 and the February 27, 2015 closing price of $221,180 for Buffett’s Berkshire Hathaway (BRK-A). With the more recent closing share price of $194,620 (September 25, 2015) you’d still be rich. Bonus; What is Multifactor Investing and is it Worth a Try? I don’t...

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Pros and Cons of REIT Investments-How to Build Real Estate Wealth

Pros and Cons of REIT Investments-How to Build Real Estate Wealth

By in Advanced Investing, Asset Allocation, Mutual Funds, Real Estate | 16 comments

REIT Pros & Cons  Learn how to invest in real estate funds without much cash. Discover whether adding real estate to your investments is right for you in this 2nd part of the Real Estate Investing Series.  Part 1 of this Real Estate Investing Series-“Being a Landlord Sucks-Why You Shouldn’t Invest in Real Estate” – detailed 26 Steps to Buying and Managing Rental Real Estate. Part 2, “Pros and Cons of REIT Investments – How to Build Real Estate Wealth” – is for those of you who want exposure to real estate investing but don’t have tens of thousands of...

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Why is Asset Allocation Important? The Most Crucial Investment Concept

Why is Asset Allocation Important? The Most Crucial Investment Concept

By in Asset Allocation, Bond, Investing, Mutual Funds, Stocks | 15 comments

MBA Series – What Makes Asset Allocation So Important? “Don’t put all of your eggs in one basket.” The beginning of the year is portfolio rebalancing time for investors. I write a lot about investing as it is an achievable path to long-term wealth. If you don’t know what asset allocation is or much about investing at all, then this article is for you. Modern Portfolio Theory is the science that drives most of the writing about investing today. As I put the finishing touches on the university Investments class I’m teaching, I’m going to share some of the basics...

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Should You Invest in a Robo-Advisor with the Best Performance?

By in Investing, Mutual Funds, Stocks | 0 comments

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.  2016 Best Robo-Advisor Winners Overall Winner: Schwab Intelligent Portfolios 2nd Place: SigFig 3rd Place: Personal Capital 2016 Best Robo-Advisor Stock Performers Winner: Schwab Intelligent Portfolios 2nd Place: Acorns 3rd Place: Personal Capital 2016 Best Robo-Advisor...

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How to Build an Investment Asset Management Strategy

How to Build an Investment Asset Management Strategy

By in Advanced Investing, Asset Allocation, Bond, Investing, Mutual Funds, Stocks | 11 comments

How to Outperform 70% of Active Fund Managers with a Smart Investment Asset Management Strategy This multi-part series will walk you through, step-by-step, how to create an investment asset management strategy that will maximize your returns and minimize risk. You’ll learn about various asset classes, how to choose the right mix for your risk tolerance, and how to rebalance annually. At the end of this series, you’ll have a set it and forget it approach to investing. Welcome to Part 1: How to Build an Investment Asset Management Strategy Part 2; 8 Steps to Creating a Diversified Asset Classes Portfolio Part...

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Rebalance Your Asset Allocation Guide

Rebalance Your Asset Allocation Guide

By in Advanced Investing, Asset Allocation, Bond, Investing, Mutual Funds, Personal Finance, Stocks | 15 comments

Earn More by Rebalancing Your Asset Allocation What if I said that you could earn an extra one quarter percent return on your portfolio every year by doing a simple task? A recent Wall Street Journal article reported that investors who regularly rebalance their investment portfolios increase their returns. It takes about an hour to rebalance your asset allocation and you will likely receive an added return every year. Although 0.25% isn’t huge, every bit of investment returns adds up. Another solid reason to rebalance is to minimize risk. Even the most aggressive investor would prefer less investment volatility.  Here’s a...

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