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The Amazing Power of Dividend Growth

April 7, 2017

SYNOPSIS • Those who own stocks that pay dividends have voiced concern over the volatility experienced over the last few months. • The real benefit to owning dividend-paying stocks takes years to materialize. • The most boring companies are often the most profitable investments. (426) – The Amazing Power of Dividend Growth

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Why Are Bank CD Rates Still So Low?

March 24, 2017

SYNOPSIS • The Federal Reserve Bank (Fed) raised their interest rate target this week for the third time since December 2015. • Investors have asked why some rates rise in lockstep with the Fed while others have remained relatively unchanged. • The reality is that returns on cash investments will likely remain at these levels…

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This Love Is A One-Way Street

March 16, 2017

SYNOPSIS • Diversification is the “Golden Rule” of investing, and investors must remain diversified across asset classes, geographies, sectors, and styles. • Investors often over-allocate a portfolio to a single stock because they either cannot sell or choose not to sell, which creates a tremendous amount of risk. • Concentrated holdings should be avoided at…

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Will We See A Recession This Year?

March 10, 2017

SYNOPSIS • It’s been close to nine years since our economy recovered from the worst economic downturn since the Great Depression. • Investors are becoming concerned that rising interest rates will lead our economy back into another recession. • The economy will most certainly experience a recession in the future, but the real question is…

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Don’t Get MADD

March 3, 2017

SYNOPSIS • Greece is back in the news, but it seems as if nobody cares this time around. • There is an epidemic that has plagued Wall Street for centuries, and investors must do everything within their power to avoid infection. • Fortunately, investors can protect themselves with just a little bit of self-control. (421)…

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Should Investors Fear Margin Debt?

February 23, 2017

SYNOPSIS • The margin debt story is viewed by some as a predictive indicator for a future equity market crash. • Margin debt can exacerbate a sell-off, but there is no statistical evidence that margin debt levels can predict an equity market decline. • Although the use of margin debt is never recommended for individual…

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The Hot IPO of 2017

February 10, 2017

SYNOPSIS • This year is slated to be a big one for Initial Public Offerings (IPOs), which is the process where private companies sell their stock to the public for the first time. • The IPO process is one where the biggest investors get access to the best deals, which leaves very little chance for…

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Fun Facts for 2017

February 3, 2017

SYNOPSIS • Think about how much the world has changed over the last half century. • In the spirit of the New Year, here are 17 fun facts for 2017. • Hopefully these facts will make us all feel a little smarter. (418) – Fun Facts for 2017

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The Astrology of Investing

January 13, 2017

SYNOPSIS • The media has coined the phrase “Dow 20K” to represent the Dow Jones Industrial Average index hovering around the 20,000 level. • The media has a long history of designating major milestones in stock indexes and then running countless hours of coverage surrounding the event. • Bulls and bears have differing opinions, and…

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What’s The Forecast for Stocks This Year?

January 13, 2017

SYNOPSIS • The New Year is the time when Wall Street strategists attempt to answer the number one question on the minds of investors. • Markets move on events, not calendars, and equities are far too volatile to conduct an annual forecast with any level of statistical accuracy over such a short time horizon. •…

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