The Stock Market Crash of 1987

Here is how the Stock Market Crash of 1987 went down. Crash, volatility, consolidation. The bottom was in. There was no recession…. Critical rules for making money in the stock market: Don’t Sell at the Bottom in a Panic and Don’t Panic and Sell at the Bottom.

Low Volatility, Low Beta Stock Strategy

Download Successful Portfolios’ Low Volatility Portfolio Factsheet. For more details read our Low Volatility White Paper. A recent story in Yahoo Finance explains “why low volatility stocks could be your best bet for 2016”.

Stock Picking, Short Selling and Put Options

Stock Picking, Short Selling and Put Options with Successful Portfolios Stock picking is not easy.  Sure you can make money picking stocks.  But the real question is can you do better than simply buying a low cost index ETF?  Most investors can’t. Buying a put option is an alternative to short-selling. Picking stocks to short-sell is […]

Bottom Fishing Stock Market Turnaround Situations

…What once may have been a respected, widely-held large cap stock is now a despised and embarrassing penny stock subject to exchange delisting. Many times these companies go bankrupt and stockholders lose everything. Other times a turnaround develops that offers favorable short-term trading opportunities. Some turnaround situations even prove to be long-term stock market winners going forward. It is important to recognize that a stock can represent a good investment risk even if it’s highly likely to decline in price and eventually become worthless. Let me explain…

How to Find a Financial Advisor You Can Trust

CBS News online recently published a provocative online article titled “How to find a financial advisor you can trust”. The article written Larry Swedroe is available here. My comments on Swedroes’ five salient points follow:

Advisor Credentials and the CFA Exam Pass Rate

Did you know the Chartered Financial Analyst (CFA) designation is widely regarded as the global “gold standard” of investment advisor credentials? The CFA program ”is truly a meritocracy and if you can’t demonstrate you are capable, it doesn’t matter who you are, whose son or daughter.” That’s something you should think about if you are searching for an investment advisor.