By Rick Ferri, CFA The anticipation rises as people gather around the table. You hear rustling in the kitchen, then footsteps approaching, and “Happy birthday to you! Happy birthday to you!” A cake is carefully […]
“The stock market will fluctuate, but you can’t pinpoint when it will tumble or shoot up. If you have allocated your assets properly and have sufficient emergency money, you shouldn’t need to worry.” ~AAII Guide […]
Riding a bicycle is about getting your balance and keeping it until you reach your destination. Likewise, investing requires finding and periodically adjusting the balance of assets in your portfolio to help keep your investment plan on track. […]
“Earnings are an opinion, cash is a fact” is an old adage in the investment world that was first recorded in the early 1890s. Today, we believe the wisdom behind this adage should be an important consideration for all investors, especially those focused on income generation. This article seeks to discuss the idea that equity income investing represents significant advantages for most long-term investors. […]
For the past few years, leaner times have forced many individuals and households to juggle everyday expenses and find various ways to trim the family budget. Everything from cutting out specialty coffee drinks and expensive vacations to buying more economical cars and downsized dwellings have been calculated and discussed at kitchen tables across the country. […]
Market volatility and investor emotions lead to under-performing investment portfolios
Courtesy ANB Bank, Colorado Springs LIVING WELL Magazine
Over the last 30 years, a number of studies have been conducted that compare the investment performance of professional money managers (also known as institutional managers) with that of self directed or individual investors. […]
Time for a Conversation…With Yourself
By Alexander W. Lippert, Strategic Financial Partners, Colorado Springs LIVING WELL Magazine
We all know the story of the “Great Recession” and how it has changed our lives. Many people lost money. A lot of money. Many of us have seen continued hardship amongst our families and friends and the reasons why are numerous. […]
Successful Retirement
Jeff Christian, CFP,CRPC,ChFEBC, Armor Financial Group, Northshore LIVING WELL Magazine
Effective retirement planning involves examining, determining, and educating yourself about what you want your life to really be like in retirement. […]
Why Contrarian Investing Works
Eric J. Marshall, CFA, Hodges Capital Management, North Dallas LIVING WELL Magazine (formerly SENIOR Magazine)
Over the long run contrarian investing is effective because it combines fundamental securities analysis with a common sense understanding of behavioral finance. Three basic benefits that can be derived from such an investment strategy: […]
Who’s Watching Over Your 401(k)?
Michael P. Carroll, CLU, ChFC, CFP®, ANB Bank, Colorado Springs LIVING WELL Magazine
It is popularly accepted that 401(k) plans are and will continue to be the most important savings vehicle for most Americans. […]
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