How we build an Economy-Driven Multifactor Portfolio

An Economy-driven multifactor portfolio

This approach is for your Retirement must-have-money, when you are not investing for hopeful quick short term gains through constant buying and selling. For your future retirement money consistency in growth is all-important. Speculating is NOT what you want for this money! Every investor knows that if they could see into the future with a… Continue reading How we build an Economy-Driven Multifactor Portfolio

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Positive Return Positioning™

Positive Return Positioning

One of the biggest problems investors who are approaching retirement, or are now retired, have shared with me over the years is, how can we earn enough to stay ahead of increasing costs, (inflation) with our investments without taking a lot of risk? The solution IS applying the very successful strategy of Positive Return Positioning™.… Continue reading Positive Return Positioning™

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What does it mean to have a life of Abundance and Purpose?

What does it mean to have a life of abundance and purpose?

If we were to walk down a city sidewalk and ask 20 people what they thought a life of abundance and purpose would look like to them, no doubt we would receive many different answers. From society’s perspective, a great deal of the answers would revolve around wealth, money and the things that money can… Continue reading What does it mean to have a life of Abundance and Purpose?

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WHY YOU SHOULD WORK WITH A ChFC

Why you should work with a ChFC

Those four little letters signify so much. “Chartered Financial Consultant.” What does that title really mean? When you search for a financial consultant, it means everything. Let me explain why the ChFC designation is so important. Today, the financial world is full of credentials and designations. Some are respected, some aren’t. The ChFC designation is… Continue reading WHY YOU SHOULD WORK WITH A ChFC

What Worried Investors Really Want to Know When the Market is in Turmoil

People like to talk about money and investing, at least in general. But when it comes to their own finances, especially where their lack of knowledge might make them look uniformed, they’re much more reticent. During the weeks of market volatility at the end of 2018, Marketwatch was looking for the kinds of questions nervous… Continue reading What Worried Investors Really Want to Know When the Market is in Turmoil

Where Did April Fools’ Day Come From?

On April 1, 1957 the BBC current-affairs program Panorama broadcast a report on a Swiss family harvesting their spring crop. The three minute segment was unexceptional in its presentation of a time-honored agricultural tradition in southern Switzerland, with the announcer dryly delivering details about the good weather, the lack of pests, and the uniformity of the produce.… Continue reading Where Did April Fools’ Day Come From?

A $1.3 Billion Hedge Fund Manager Shares Her Personal Investing Advice

Hedge funds are investment partnerships that employ a fund manager seeking to maximize investor returns, usually through aggressive investing strategies. Aiming for market-beating returns, these investment vehicles often invoke high-risk, complex strategies. The “hedge” part of their name comes from their practice of using financial vehicles designed to produce a return if the market moves… Continue reading A $1.3 Billion Hedge Fund Manager Shares Her Personal Investing Advice

Four Mistakes to Avoid When Setting Goals

Wall Street legend Ray Dalio is famous for founding the world’s largest hedge fund, Bridgewater Associates. But he might be even more famous for the management style he calls “radical transparency.” At his firm people can expect to receive immediate, honest feedback on their work. And they are, in turn, expected to speak frankly about… Continue reading Four Mistakes to Avoid When Setting Goals