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.

Learn How to Calculate the Rate of Return on Your Investment Portfolio or Any Other Asset: Free Excel Worksheet.

Learn how to use Excel to calculate: (1) Total Rate of Return (ROR) on an asset or portfolio; (2) Annualized Return (AR), Annualized Percentage Rate (APR), or Compound Annual Growth Rate (CAGR); (3) Total ROR from CAGR, APY or AR; (4) Number of days between dates; (5) Time Weighted Return (TWR); (6) Money Weighted Return (MWR) or Internal Rate of Return ((IRR).

Stock Picking, Short Selling and Put Options

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.  Picking stocks to short-sell is even tougher.  To execute a short-sale you pick a stock that you think will go down.  Then you [...]

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...

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.