What’s the Best Online Brokerage?
Online brokers are a proven smart way to invest. And they’re not just for do-it-yourself investors. In this article posted to Linkedin, I reveal how to select the best online broker.
Building a High-Performance Personalized Portfolio
Learn how to build a personalized, high-performance portfolio based on the Dow Jones Composite Average. Download Successful Portfolios newest white paper: “Yes, You Can Invest Directly in an Index”. Listed below are the seven tips we set forth for investors seeking enhanced returns in the stock market:
What is the “Fear Index” and why should I care?
The VIX Index is a measure of market expectations for near-term stock price volatility derived from current market quotes on S&P 500 index options. The VIX is also known as the “Fear Index”. Watching the VIX allows professional portfolio managers to monitor the cost of principal-protecting a stock portfolio. As you can see in the chart […]
Duke Energy and Progress Energy Merger
Duke Energy (DUK) and Progress Energy (PGN) have announced plans for a merger that would create the largest publicly traded utility company in the U.S. Initial analyst reaction was unenthusiastic and both stocks traded modestly lower on the news. However, the expected 5.5% dividend on the new company looks attractive in comparison to alternatives and […]
Does your advisor have what it takes to help you beat the market?
Check out the new TV Ad to run on CNBC. Let us know what you think. Call us if you would like to attend a workshop.
What the heck is a “Covered Call”? And why should I care?
Selling a covered call is a powerful yet simple technique that enables you to increase the cash flow from your stock. Call options are available for trading on thousands of different stocks. The best way to learn about covered calls is to look at a specific example: Buy 100 shares of Walmart Corp. (WMT) @ […]
IRA Required Minimum Distribution (RMD)
The Financial Rules Regulatory Authority (FINRA) provides a free, easy-to-use calculator for determining the annual Required Minimum Distribution (RMD) from your Individual Retirement Arrangement (IRA). The calculator is based on life expectancy tables and Internal Revenue Service (IRS) regulations. FINRA, RMD, IRA, IRS, how is that for alphabet soup? […]
