The Dow was down this month. It started at 18,432.24 and ended at 18,400.88. A very small loss I admit, but I have a point to make. Every one of your portfolios was up, but the Dow was down. How … Continue reading
Tag Archives: Investment Management
Definition When you buy a security there is time between when you buy the security and when you pay for that security. The date you buy is the buy date. The date you pay the money is the settlement date. … Continue reading
Introduction If you look at a security, there is a lot of noise. Every day the security goes up and down, sometimes by a few cents and sometimes by many dollars. If you average out all those prices, you get … Continue reading
The market roared ahead this month and now has hit an all-time high. The Dow went up 502 points (2.8%). The S&P went up 75 points (3.6%). The Russell 2000 (small cap companies that I like) went up 68 points … Continue reading
Quick Definition Over time things gets more expensive. A dollar today can buy less stuff than a dollar 30 years ago, and it can buy more stuff than a dollar 30 years from now. Inflation means the purchasing power of … Continue reading
In Short There are 2 main ways that a brokerage house makes money. Those ways are through commissions and interest on cash balances. Commissions This type is what most people automatically think of when it comes to this topic. Every time … Continue reading
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
Short Answer Buying stock in the company you work for is usually but not always a bad idea. Emotional Objectivity You have to evaluate the prospects/value of the company. If you work there, you will be sucked up in the … Continue reading
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