by Michael Barton | Investing 101, Investing Strategy, Portfolio Strategy
Why investors miss the mark Investors often get mired in the detail of managing a portfolio. Actively self-managed portfolios are often over traded as profits are chased and real opportunities missed. Passively managed portfolios are often under traded as asset...
by Miranda | Investing 101
We’ve started a new year, and that means that there are a few new tax changes for investors. The passage of a tax deal for the so-called fiscal cliff has brought some changes to taxes, and 2013 also marks the first year of the Medicare surtax on investments. As...
by Dave Scott | Derivatives, Investing 101, Options
Everyone thinks financial derivatives are weapons of mass destruction… and to a large extent they are, especially if they fall into the wrong hands. But if used with caution, derivatives and options can be handy little tools for incremental wealth creation....
by Dave Scott | Investing 101, Portfolio Strategy
Well… the seesaw continues in the markets – with the Dow down 100 points one day, up 100 points the next… a fall, inevitably followed by an equal rise… and funnily, it’s often the same news that causes swings in both directions. For example, the European sovereign...
by Darnell Brown | Investing 101, Investing Strategy
William J. O’Neal is one of the greatest investment strategists of our time. Mr. O’Neal started his career as a stockbroker with Hayden, Stone & Company in 1958, and developed an investment strategy (CANSLIM), which made him the highest performing broker in his...
by Dave Scott | Investing 101, Stock Investing
Claude Rosenberg (1928 – 2008) is a name that few investors have likely ever heard. Rosenberg made his fortune as a money manager with $40 billion under management at its peak. He was pretty eccentric but delivered solid results by managing money the old fashioned...
