Investing Strategies & Personal Finance

Money is a really important subject that nobody ever wants to talk about. But if you’re ever going to take charge of your finances and have a comfortable future, it’s important to master the concepts and strategies that can help you make more money, put you in control, and improve your life. Discover the proven strategies used by some of the world’s best financial minds to help you maximize your profits and minimize your risk.

Articles on Investing Strategies & Personal Finance

Euro’s weekly, three-day dhart candlesticks may tempt traders to buy call spreads, while Bitcoin’s and gold’s breakout directions are unclear, writes Trevor Smith of Trevor's Trading.
Eagle Point Credit Company (ECC) is a closed-end fund that invests in CLOs (collateralized loan obligations). CLOs are bundles of corporate bank loans that are "securitized" and sold to investors, explains Rida Morwa, editor of High Dividend Opportunities.
I’ll come right out and say it: seasonal trends are masking worrying market signals, states Bob Lang of Explosive Options.
Investors who want income don’t have to settle for the negative real yields (after inflation and taxes) available in traditional retirement income investments, explains Bob Carlson, editor of Retirement Watch.
The secret to building wealth as a trader is simple: Don’t be greedy. It’s also easier said than done, states Bob Lang of Explosive Options.
Valuations remain at or near their highest levels in history, corporations continue to add to their record debt loads, and inflation is proving to be non-transitory, cautions Jim Stack, money manager and editor of InvesTech Research.
Over the past week, the S&P 500 (SPX) is relatively breakeven. If you ask the average investor how they are doing, they will tell you unequivocally that this weak has been downright brutal, states Steve Reitmeister, editor of Reitmeister Total Return.
Thanksgiving. It’s my favorite holiday of the year. What’s not to like about a day dedicated to expressing gratitude for the positive things happening in our lives, asks Mike Larson, editor of Safe Money Report?
Gold and the metals universe are all headed much higher. Stocks are hitting new record highs, bonds are up too, and things are looking good, explains Mary Anne and Pamela Aden, resource sector specialists and co-editors of The Aden Forecast.
A few months ago, I drew attention to the fact that the Nasdaq was showing signs of increasing dispersion under the surface, a warning regarding the relative health of the uptrend, states Jesse Felder of The Felder Report.

Experts on Investing Strategies & Personal Finance



Virtual Expos

Virtual Learning

Risk Management is a term everyone is seemingly familiar with, but few have an easy time describing what it is, and how it frames our decision-making processes. When evaluating risk, errors in decision-making occur due to inherent psychological factors. This session will break down the concept of risk management in a way that can be articulated to others, and reviews a few of the inherent psychological factors to demonstrate how the wrong decisions in risk management can sometimes be made.
Interest rates have bottomed, inflation is rising, and the economy is recovering. Join Michael Cooke, SVP and head of ETFs at Mackenzie Investments, to learn about strategies that can improve diversification, reduce risk, and enhance returns in the year ahead.
In this timely presentation, Susan Mallin, CFP and associate portfolio manager at Watt Carmichael, debunks financial planning rules of thumb, and outlines common sense strategies that will benefit your investment portfolio for retirement. This presentation will also highlight valuable (often overlooked) year-end financial planning tips that will motivate and provide you with useful tools that can be used today to prepare for 2022.
The global economy has some major problems. Benj Gallander will discuss the current state of affairs and some stocks that will potentially do much better than the market and potentially enhance his 20-year annualized return of 18.1%.
Buying just the index (S&P 500 or TSX) would simplify outperform over 95% of fund managers, mutual funds, and private broker client accounts over any five-year period. This is due, not because of a lack of expertise, but because of investment fee (MER), the overhead cost to the analyst, commission fees to the broker, and just keeping the lights in the home office. This combination can be anywhere from 2% to a whopping 5%. This can be a big chuck of the profits. However, to outperform the index, a slightly different approach is needed besides simply buying and holding the index. This is where the fun starts.
Learn how to gain access to shares of pre-IPO giants like SpaceX, Instacart, Impossible Foods, and many others, before these companies enter the public markets. In this session, Marcus New, CEO of InvestX, will share with you InvestX's proven and innovative business model allowing investors to have greater access to the private markets. InvestX is backed by leading institutional investors including Jefferies, Virtu Financial, and Canaccord Genuity. The company has been featured in CNBC, Forbes, Bloomberg, US News, Business Insider, Reuters, The Globe and Mail, and many other publications. This year, InvestX has been a finalist for Wealthamnagement.com Awards, Benzinga Global Fintech Awards, TradingTech Insight Awards USA, Technical Analyst Awards 2021, and BC Tech Awards.
Avi Gilburt, founder of ElliottWaveTrader.net and one of the top-followed analysts on Seeking Alpha, will take you through his analysis to outline what he expects the S&P 500 to do in 2022 and provide parameters to help you stay on the profitable side of the market. He will also give you his longer-term prognostication, which may not sit well with many long-term investors.
The stock market is filled with individuals who know the price of everything but the value of nothing. In this session, Douglas Kass will describe what he has learned through numerous decades of successful navigation through some of the most turbulent periods in market history. Listeners will receive valuable information on his time-tested analytical skills, and his essential for looking past current noise and herd mentality. Mr. Kass will share the critical rules that he lives by to help you become a better investor.

Learn how to earn consistent passive income and diversify your portfolio with one simple investment vehicle. In this session, the managing partners of Bequest Funds, Martin Saenz and Shawn Muneio, explain how their fund leverages the secondary mortgage market to generate 8% or 9% annual preferred returns for investors. Monthly payments from borrowers become monthly passive income for investors. Join us to learn more about Bequest Funds' conservative underwriting model and investor benefits including monthly passive income distributions, zero fees, and investment liquidity following a mere 12-month lock-in period. Earn consistent income and diversify your portfolio to include real estate assets with Bequest Funds.
The re-starting of the global economy has come with multiple hiccups including supply-chain glitches, labor shortages, social divisiveness, and confusing government responses. Thomas Lee discusses how corporates have been very resilient in the midst of this, creating value for shareholders.

Conferences


Cruises



Generating consistent gains in an ever-changing market is nearly impossible unless you know how (and when) to adapt to different market phases. Even a great strategy won’t work in the wrong conditions, and managing the money that you already have in the markets effectively is just as important as making the initial investment or placing the trade. In this section, you can learn about specific investing strategies and investment picks that will allow you to dampen risk without giving up solid gains. You’ll learn how to generate superior returns to establish a margin of safety in anticipation of black swan events and market anomalies.

With headwinds such as a longer time horizon, the current low-yield market environment, and the need to strategically allocate beyond stocks, bonds, and funds, there are several distinct and important financial decisions that really matter. Those are the ones you need to get right, so you don’t run out of money during your golden years. But, even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and underspending. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. Learn how to safeguard your portfolio and your plan against these risk factors.

With volatility making a comeback in the markets, investors are looking for the best investment strategies to protect—and grow their portfolios—in a challenging environment. Uncover effective strategies for managing your assets for a longer period of time, given current market conditions and longer life-span expectations. Learn about specific investments that could accomplish the goal of making your nest egg comfortably provide an income throughout your lifetime.