Five Ways Protect Your Wealth in a Stock Market Crash

Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.

Mapping Your FinaMetrica Risk Tolerance Score to Portfolio Asset Allocation

Investors should periodically evaluate their risk tolerance with the help of a skilled financial advisor... The Risk/Return of a well-constructed investment portfolio stems from its Defensive/Growth split. Bonds are defensive assets. Stocks are growth oriented assets.

SP’s Low Volatility Strategy: Snapshot of Account “BEC1” Investment Performance using IB Portfolio Analyst

Presented in the graphic shown below is the inception-to-date comparative performance of Successful Portfolios’ Low Volatility Investment Strategy (BEC1) and a blended index of 70% Vanguard Total World Stock Index ETF (VT) and 30% Vanguard Total Bond Market ETF (BND). We prepared this presentation using Interactive Brokers Portfolio Analyst.

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...

What is “Interest Rate Risk”? Are you taking too much?

One way to look at interest rate risk is to consider what happens to the value of your investment if interest rates change.  Interest rate risk is fundamental to fixed income investments including U.S. Treasury bonds, notes and bills. By way of example, as of this writing a ten year Treasury note yields 2.25% to maturity....

Need Life Insurance? Remember “Buy Term and Invest the Difference”

As a Certified Financial Planner professional, I believe that for most families with young children, not having life insurance on Mom and Dad is reckless financial behavior. The good news is term life insurance is surprisingly affordable. So if you need life insurance, should you buy term and invest the difference? The short answer is yes! ...