Category: Investment Planning
Posted on June 12, 2020
Real Estate Investing
“Don’t wait to buy real estate. Buy real estate and wait.” -Will Rogers- For most of us, our only real estate investment is the house we currently occupy. In the past, unless we were committed to being a… Read More
Posted on February 12, 2020
Why Investment Policy Statements Matter
“In many spheres of human endeavor, from science to business to education to economic policy, good decisions depend on good measurement.” -Ben Bernanke- Successful investing, like virtually every endeavor, is grounded in a plan. The plan should clearly… Read More
Posted on January 1, 2020
Global Investing
“Globalization is the process by which markets integrate worldwide.” -Michael Spence- Today, many investors in the United States are investing globally by default. Many of our largest, blue-child companies are multinationals that have a significant presence around the… Read More
Posted on December 3, 2019
Exchange-Traded Funds
“A low-cost fund is the most sensible equity investment for the great majority of investors.” -Warren Buffet- By now, most investors have heard of Exchange-Traded Funds. Commonly known as ETFs, these low-cost investment options offer trading flexibility, portfolio… Read More
Posted on November 20, 2019
Retirement Income
“Well, today people have to be self-reliant if they want to secure retirement income.” -Scott Cook- Today, few employees will ever receive a guaranteed pension benefit. Over the last several decades, employers have sought to shift the burden… Read More
Posted on July 6, 2019
Calamos Chart Talk
“While I take no pleasure in others’ misfortunes, we’ve historically made most of our profits from other investors behaving in a panicked and irrational fashion and selling us certain stocks at prices far below their intrinsic value.” -Whitney… Read More
Posted on June 8, 2019
Dividend Investing
“A lot of people love Oreos. So their manufacturer is making money. That means more dividends for shareholders.” -Maria Bartiromo- It is hard to overstate the importance of dividends when developing an investment strategy. Dividend-paying stocks can generate… Read More
Posted on March 15, 2019
Growth and Value Investing
“Graham’s wonderful sentence is an investor needs only two things: cash and courage. Having only one of them is not enough.” -Seth Klarman- There has long been the debate of which style of investing is more beneficial to the… Read More
Posted on March 12, 2019
Principles of Investing
“But investing isn’t about beating other at their game. It’s about controlling yourself at your own game.” -Benjamin Graham- Over the years, investors have applied many techniques in an unending quest to best the market. To be sure,… Read More
