I Just Uploaded a free E-Book

I wanted to let everyone know that I just uploaded a free e-book. To download a copy of “A Simple Overview of Financial Planning. Book 1: Market Overview”, please click this link or go to the menu on the top … Continue reading

Quick Definitions (What is a Commodity, What is a Stock Index, What is Market Capitalization?)

What is a Commodity? A commodity as it is defined in the financial markets is a physical good that is considered the same as all other goods of that same commodity classification. For example: cattle is a commodity. One cow … Continue reading

What is Rebalancing?

Definition Rebalancing is simply buying and selling things in a portfolio so a particular asset class is a previously agreed upon percentage of the portfolio. For Example A client (with a $100,000 portfolio) told their advisor they want their portfolio … Continue reading