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Wide Moat Investing Revisited
- October 19, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: ETF, Portfolio Management, Stocks, Wealth Management
No CommentsWide moat investing works. Competitive advantage matters. Ten years ago, we first posted about wide moat investing. Since then, a booming stock market has created remarkable wealth for many investors. Here’s an update.
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Buy, Sell, or Hold?
- September 30, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Financial Planning, Portfolio Management, Stocks
Whether you hold investments or uninvested cash, you need to know when to buy, sell, or do nothing. It’s an unavoidable high-stakes decision…
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How to Hedge Your Portfolio with a Protective Put Option
- September 9, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Options, Portfolio Management, Stocks
You may have a strong hunch that the stock market is ready to drop. A protective put option can is a sensible strategy when a market decline appears imminent yet uncertain. Watch the brief video to learn more.
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Immediate Annuities – What You Need to Know But Agents Won’t Tell You
- September 6, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Annuities, Financial Planning, Retirement Planning
It’s true. An immediate annuity can provide dependable income that the owner-annuitant can’t outlive. But there’s at least one significant drawback- you might lose money! Read on to learn more about the pros and cons of immediate annuities.
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Rescue Your Stranded Retirement Accounts
- September 4, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Financial Planning, Retirement Planning, Wealth Management
Now’s the time to rescue, roll over, and consolidate your retirement accounts stranded at your previous employers. This includes 401(k), 403(b) TSA, TSP, 457(b), etc. Here are five reasons why an Rollover IRA makes sense.
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Invest Now. Don’t Procrastinate. Avoid Hoarding Cash.
- September 2, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Financial Planning, Portfolio Management, Retirement Planning
The best time to invest is now. Avoid procrastination and hoarding cash. Remember, timing the stock market or bond, or money market is hard to do. As esteemed NY Yankee Philosopher Yogi Berra once observed, “Prediction is difficult…”
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Top Ten Highest Quality Stocks in the USA
- August 24, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: ETF, Portfolio Management, Stocks
Here’s a list of what is arguably the top 10 highest quality stocks in the USA as of August 24, 2021.
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Is Uber Stock Worth Riding from Here?
- August 23, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Category: Stocks
Shares of Uber Technologies $UBER traded recently at 42% discount to Morningstar’s estimate of fair value. Of course your mileage may vary…
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Key Financial and Tax Data Factsheet 2021
- August 9, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Factsheet, Financial Planning, Taxes
Key Financial and Tax Data Factsheet 2021. Includes tax brackets, IRA limits and more.
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Does Your Financial Advisor Measure Up?
- August 9, 2021
- Posted by: Parker Evans, CFA, CFP, CMT
- Categories: Financial Planning, Wealth Management
When someone claims to be a financial advisor, what does that mean? Regulatory licenses are a must-have for a fiduciary investment advisor. But what other advanced qualifications do they have? Do they have extensive education and training in investments and comprehensive financial planning?
