Mutual Funds

Buy and Hold – The Best Way to Succeed With Investing

Buy and Hold – The Best Way to Succeed With Investing

By in Asset Allocation, Investing, Money Management, Mutual Funds, Stocks | 0 comments

Buy and Hold Investment Advice for Volatile Markets Get ready, I’m going to reveal the biggest investing secret. And it’s not a bunch of hooey, but based on research by Dalbar, a top investment research firm, findings from Standard and Poor’s research and other investment performance studies. If you think you know how to invest or if you’re a newbie investor, just starting out, you must heed this investment advice. It’s not complicated and anyone with a modicum of sense can beat most of their investing peer. And here’s why: “Investors are more often than not their own worst...

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Why I Don’t Invest In Individual Stocks Anymore – Here’s a Better Way to Invest

Why I Don’t Invest In Individual Stocks Anymore – Here’s a Better Way to Invest

By in Asset Allocation, Bond, Investing, Mutual Funds, Stocks | 0 comments

I Don’t Invest in Individual Stocks Because I’m Smart and a Lazy Investor According to Warren Buffett, Chairman, Berkshire Hathaway:   “Most institutional and individual investors will find the best way to own common stock is through an index fund that charges minimal fees. Those following this path are sure to beat the net results [after fees and expenses] delivered by the great majority of investment professionals.” 1996- Shareholder Letter (sourced from IFA.com/quotes/) Over the past several years, I’ve gradually moved my family portfolio and my corporate portfolio away from individual stocks and into index mutual and exchange traded funds...

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8 Steps to Creating a Diversified Asset Classes Investment Portfolio

8 Steps to Creating a Diversified Asset Classes Investment Portfolio

By in Asset Allocation, Automatic Saving, Bond, Investing, Mutual Funds, Stocks, Video | 0 comments

Step 2: What are the Steps to Creating a Diversified Asset Classes Portfolio? In Part 1: “How to Build an Investment Asset Management Strategy”  you learned the best, research-supported, investing method and why to invest with index funds. Today you will learn the steps to take to create a diversified asset classes portfolio. Future investment articles continue with the how of implementing asset classes investing with index funds.  The great part about structuring a diversified index fund DIY portfoio is that once it’s complete, it requires minimal attention. Annual rebalancing and updating prices, dividends and capital gains and you’re...

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Invest and Beat the Pros – Learn the Simple Steps to Create an Investment Portfolio

Invest and Beat the Pros – Learn the Simple Steps to Create an Investment Portfolio

By in Asset Allocation, Bond, Investing, Money Management, Mutual Funds | 0 comments

# 1 Kindle Best Seller-Invest and Beat the Pros   Perfect Wealth Building Guide with Investing Are you worried about your financial future? Would you like a method to set up your finances for success now, and financial security in the future? Do you fell like you lack time and knowledge to manage your money? Here’s how you’ll benefit and what you’ll learn from this investing blueprint (from back cover): 1. The index fund investing approach that helps you reach your financial goals. 2. Enough investing knowledge to create your own investment strategy and avoid making poor choices. 3....

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What are Index Funds and Asset Classes Investing?

What are Index Funds and Asset Classes Investing?

By in Asset Allocation, Bond, Investing, Mutual Funds, Stocks | 0 comments

List of Index Funds + Basic Investing Guide Part 4 of Best Investing Method Series This investing series: Best Investing Method using asset classes is based upon the work of Nobel Prize winner Eugene Fama. Fama tested and popularized investing strategies based upon the efficient market hypothesis. In Part 1: What is the Best Investing Method?, you learned the important research behind simple investing with a diversified asset classes portfolio. Part 2: Outlined the 8 Steps to Creating a Diversified Asset Classes Portfolio. In Part 3: In Diversification Strategy; How to Figure out my Risk Tolerance you determined your risk...

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Best Socially Conscious Investment Advisors

Best Socially Conscious Investment Advisors

By in Investing, Mutual Funds, Stocks | 0 comments

2017 Winners of The Best Socially Conscious Investment Funds Impact investing, socially responsible investing and socially conscious funds are all the rage. Millennial investors want to do good while they grow their investments for the future. The best socially conscious investment advisors are making it easy to do good with your investment dollars. It’s easy to earn good investment returns and do good with your money. In fact, a University of Oxford study showed that 80% of 200 studies showed positive stock price performance with good sustainability practices.  “80% of the 200 studies reviewed showed that stock price performance...

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