Why Diversification is Important in Investing (Timeless Principle)

Diversification is important in investing because you don’t want a single mistake to destroy your portfolio. Even the best investors (and businesses) make mistakes, it’s only human nature. Diversification spreads your risk, and lowers it. I’m sure you’ve heard the cliché that you can’t put all your eggs in one basket. This wisdom has been […]

Planning to Tax Loss Harvest? BEWARE of the Wash Sale Tax!

One thing that many investors will realize throughout their investing journey is that trading in and out of stocks can be extremely expensive due to the amount of taxes you’ll pay. To try to minimize that impact, they’ll try to tax loss harvest but if you do it incorrectly, you’re going to get crushed with […]

Easy Ways to Reduce Investment Risk and Still Make Money

Just because you are afraid of losing money doesn’t mean you should be investing now. Here are some easy tips to get a strong return and reduce investment risk. Just 20 years ago, it felt like the working class was focused on 401K plans and gaining interest in savings accounts. Now, with the new world […]

Investing Lessons from Nick Sleep of Nomad Investment Partnership

Generating true investment success remains rare, even more so the prospect of long-term success. Nick Sleep and his partner Qais Zakaria (Zak) generated those returns over decades, 18% over thirteen years. Most of you have never heard of Nick Sleep and his partner Zak, but if there were the Holy Grail of investing letters, then […]

What are the Different Types of Mutual Funds, and What do They Mean?

Mutual funds are a great vehicle for growing your money. Keep reading to find out more about them and what types of mutual funds may work best for you. When you first began investing, you may have opened an investment account online and started to look through all the individual stock opportunities. That is certainly […]

Top-Down Analysis – The Big Picture

Top-down analysis is an investing approach that examines the big picture of macro factors in the economy such as interest rates, GDP growth, inflation, employment, default rates, and taxes. These macroeconomic factors are critical to choosing which countries, asset classes, and industries to allocate investments to. It is important for investors to be aware of […]

Secular Trend Definition and Examples

Secular is the term used to describe trends that are long-term in nature and not affected by short-term seasonal, cyclical, or economic factors. Secular trends are driven by fundamental changes in critical areas such as technology, politics, and demographics, as well as societal changes which drive consumer behavior. While secular trends are expected to continue […]

Explaining the Trailing Stop Limit and a Better Alternative

A trailing stop limit is an order you place with your broker. It places a limit on your loss so that you don’t sell too low. For example, say you have a stock trading at $10 and you put a stop loss at $9 and a stop limit at $8.50. If the stock suddenly crashes […]

The Keys to a Well-Diversified Portfolio

So, let’s say you have taken the first big step in your investing career, you have either started up your first trading account, or invested in your first rental property, or maybe you have even gotten into cryptocurrency.  That is fantastic, the hardest part of starting is getting everything set up and getting money into […]

How to Choose the Right ETF

With more than 2,000 ETFs or exchange-traded funds available in the U.S. alone, choosing the right ETF might seem like trying to pick out the best coffee at the grocery store. How do you know which one is the right one for you? ETFs have come a long way since first introduced back in 1993, […]