For generations Baby Boomers were told to follow certain rules and, with Social Security, then later Medicare, they were guaranteed a safe, comfortable retirement. Oops! For many it is not happening; did they fail to read the small print, or understand things? Dictionary.com defines guarantee, with some examples: noun “a promise or assurance, especially one in writing, that something […]
Last week, the forced unwinding of the Archegos Capital Management hedge fund put fears of a market collapse into investors’ minds. While it appears to have been an isolated case, the fund’s collapse vividly points out the dangers of using leverage to boost investment returns. Let’s discuss how excess leverage can turn declines in security […]
Markets and asset classes are very much intertrwined. But when you look at just the stock market you get only a fraction of the information you need to know. There’s a very simple but also very powerful indicator that I like to use to confirm the messages I see in the stock market. The way […]
It was a picture-perfect afternoon in Fort Myers, Florida. Jo, Holly, my son Drew, a couple of his college baseball teammates and I decided to take our brand-new boat for a spin in the Gulf. I passed my Coast Guard course and was full of confidence. We barreled toward the markers at the entrance of […]
Over the decades, I have seen friends, relatives, and acquaintances lose their entire investment portfolios due to stock market crashes. Some of these folks, along with many, many other investors, gave in to fear and sold at the worst time in the markets. In truth, the human nature pushes most investors to follow the greed […]
Most of the money when it comes to the equities and bond markets really occurs during regime changes. One thing I’ve been discussing the last few years is the popping of the passive investment bubble. Watch the video above to find out more. A $674,458 income stream starting with $20k?This sounds impossible… and must require […]
With my work, I sit in front of the computer most of the day, researching dividend stocks, writing about dividend stocks, and communicating with my subscribers about dividend stocks. And yet, I rarely take notice of individual stock prices. I check how my total account balance is faring for the day, but couldn’t tell you […]
Shortly after publishing our article, “What Happens When All Our Wealth Is Gone?” I received a heartfelt letter from subscriber Bill C. He speaks for many concerned, hard-working people: “First, I want to THANK YOU for writing a top notch and informative newsletter. It is one of the few emails that I get that I read immediately […]
A buy-and-hold strategy can help you achieve higher returns. We’ll explain what this strategy is as well as its benefits and drawbacks.
When you’re bullish on a stock, you might want to buy a call option. This guide will explain what call options are and how to buy them.