The wealthy have invested their resources for thousands of years, likely since before history was recorded. There are references to investment management in biblical sources. The Talmud has a portfolio allocation (1/3 cash, 1/3 real estate, 1/3 business). Some of … Continue reading
In case you missed my newsletter I would like to define a mutual fund again. If you like you can see my other definition posts on stocks and bonds. A Mutual Fund is a legal entity where the manager collects money … Continue reading
Advice #1: Be skeptical of people that make you big promises. I’m not saying that extraordinary claims can’t be true but there is a lot of dishonesty in the financial industry. Be a prudent shopper. Advice #2: Always be aware … Continue reading
June 2, 2016 Investment Newsletter for the end of May, 2016 The market this month continued its very slow upturn. Almost all portfolios were up this month. Last month, I started rehashing some basic education. Today, I want to discuss … Continue reading
In this post “what is a bond?” I’m going to define a bond, the secondary market, and a major way interest rates are determined. If you missed my earlier post on stocks, please click here. What is a bond? Borrowing … Continue reading
In this post “what is a stock?” I am going to define what a stock is and I’ll explain how its price moves. What is a stock? Think of the company as an apple. A share of stock is simply … Continue reading
August 3, 2014 Investment Newsletter for the end of July, 2014 July was a bad month. In fact, the last two months have not been good. The market as a whole was down and your portfolios were down accordingly. So … Continue reading
July 2, 2014 Investment Newsletter for the end of June, 2014 It was a good quarter and all of you made a profit. How much profit depends on your particular allocation. Some portfolios are in riskier or are in more … Continue reading
June 1, 2014 Investment Newsletter for the end of May, 2014 I have said to all of you and to anyone else who will listen that it is impossible to time the market. But what does timing the market mean? … Continue reading
May 1, 2014 Investment Newsletter for the end of April, 2014 There is some confusion as to what the market is and what an index is. The terms are usually used incorrectly. The market is all the investments that is … Continue reading