Investing Strategies

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When Forecasts Are Accurate 90% of The Time

As I write this, I am in Las Vegas to participate in a MoneyShow investor conference. Two time zones west of home, I was up at 5:30 a.m., raring to go. As I was reviewing my emails, I came across an interesting fact about the weather that I believe applies to investing. I live in […]

A Favorite Topic for New Newsletter Subscribers

A Favorite Topic for New Newsletter Subscribers

My investment newsletters enroll hundreds of new subscribers every month. My tactics and strategies differ significantly from mainstream financial “advice,” allowing me to frequently discuss how my approach to building income and wealth is distinct and compelling. Each of my newsletters focuses on dividends and building an income stream. Dividends are predictable—share prices, not so […]

How They Mislead Us About With ETF Expenses

How They Mislead Us About With ETF Expenses

There is a great “truth” put out by the financial advisory community that with ETFs, expense ratios are the only thing that matters. Lower expenses mean investors earn a greater return. Following Vanguard, which earlier this year cut fees on 66 funds, Schwab recently announced fee reductions on four ETFs with $66 billion in assets. […]

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Here’s How to Know When Your Money Will Double

I recently researched an energy company – Vitesse Energy LLC – whose business motto included the phrase “the velocity of capital compounding.” That idea caught my eye and applies to the power of compounding dividend or interest income. I like using the word “velocity” to indicate the speed at which gains can happen. By the […]

Simplify Brings Hedge Fund Strategies to Two New ETFs

Simplify Brings Hedge Fund Strategies to Two New ETFs

In mid-April, Simplify ETFs launched a pair of what they call “barrier ETFs,” which use an advanced option strategy to generate above-average income for investors. The strategy is fascinating and hopefully profitable. Barrier put options have binary outcomes. Suppose the underlying asset is above the barrier at expiration. In that case, the option expires without […]

What Did You Do During the April Stock Market Crash?

What Did You Do During the April Stock Market Crash?

President Trump’s “Liberation Day” announcement of imposing significant tariffs on the rest of the world triggered a steep and scary sell-off in the stock market. The S&P 500 and Nasdaq 100 indices reached bear market (more than 20% down) from their mid-February record highs. The fast and furious market crash had investors—both individuals and professionals—selling […]

You’re Committing One of the Seven Deadly Sins of Investors

You’re Committing One of the Seven Deadly Sins of Investors

Recently, I ran across a list of the “7 Deadly Investing Sins Clients Make.” The article was aimed at financial advisors, but I think regular investors would benefit from understanding the list items. Let’s go through the “investing sins,” and I will share my thoughts. Forgetting Arithmetic  My newsletter subscribers manage their own investments, so […]

Steady Income Surpasses the Tumultuous Ride of Capital Gains

Steady Income Surpasses the Tumultuous Ride of Capital Gains

My Dividend Hunter service focuses on earning income from a portfolio of high-yield investments. When I read analyst ratings on the stocks I recommend, I often find the analysis has the wrong focus. Traditional stock analysis examines a company’s business results and growth prospects to value the share price. From there, an analyst determines whether […]

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Here Are The Latest and Greatest ETFs for High Yields

The rapid growth in the number of ETFs employing option strategies to generate high yields for investors has caused a lot of fund sponsors to try a wide range of option strategies and tactics. Of these, the so-called zero days to expiration (0DTE) strategy seems to show a lot of promise. The first 0DTE ETFs […]

Turn $1,000 into $10,000—The Market’s Best-Kept Secret

Turn $1,000 into $10,000—The Market’s Best-Kept Secret

Over the past few weeks, the major U.S. stock market indexes have tumbled into correction territory. Of course, falling stock prices lead to news reports filled with warnings about continued price declines, the potential for a bear market, and even an economic recession. Every time stock prices enter a downturn, news outlets and many investors […]