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

Our Timely Ten list represents our top ten recommendations from the Undervalued category as of each month, explains Kelley Wright, a specialist in blue chip, dividend stocks and the editor of Investment Quality Trends.
Given that the expected return of a bond is its interest rate, fixed income investments are not very attractive for generating meaningful returns, notes Chuck Carlson, dividend reinvestment expert and editor of DRIP Investor.
Something happened recently that has never happened before in the market. If you take the current rate of inflation and compare it to the S&P 500’s earnings and dividend yield, you get a number that is basically close to zero, explains Justin Carbonneau, editor at Validea.
The summer is usually weak and many economists aren’t looking for much year-end improvement. So, be cautious, notes Harry Domash, income specialist and editor of Dividend Detective.
Sponsored Content - FINRA is a not-for-profit organization dedicated to investor protection and market integrity. Under the oversight of the US Securities and Exchange Commission, FINRA regulates one critical part of the securities industry—brokerage firms doing business with the public in the US. 
I have seen too many instances where investors pursue the mania of the moment and wrong courses of action because they do not take the time to think critically about what has happened in the past, cautions Kelley Wright, editor of Investment Quality Trends.
We follow an approach to investing that focuses on broadly diversified investments in undervalued stocks for their long-term appreciation potential, explains John Buckingham, money manager, value investing specialist and editor of The Prudent Speculator.
Every now and then I get a nagging feeling to overhaul the portfolio and make wholesale changes, notes Steve Reitmeister, growth and income specialist and editor of Reitmeister Total Return.
Today, we’re going to talk about whether or not the stock market is going to crash in the remainder of May 2021, explains Markus Heitkoetter of Rockwell Trading.
The use of margin debt continues to climb in retail brokerage accounts as FINRA recently reported yet another increase of $25B in April (+3% from its March level), states Joon Choi of Signalalert Asset Management.

Experts on Investing Strategies & Personal Finance

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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.
As the baby boomers reach retirement, it is imperative to find solutions for the new problem of how to sustain their lifestyle over an unknown retirement length. Multiple retirement income strategies have emerged, and it is hard for retirees to identify which strategies match their personal style. This presentation is based on research that identifies and validates a set of scorable retirement income factors to define preferences for an overall retirement income style. Wade Pfau will describe a workable retirement model by showing how the factors connect to four main retirement income strategies: withdrawing from a total-return investment portfolio, using risk wrap strategies with deferred annuities, seeking protected income with immediate annuities, and using a time-segmentation or bucketing strategy. Approaching retirement income agnostically and matching retirement income strategies based on your personal retirement income style will help to improve your retirement outcomes.

Attend this session with Nick Fortune, CEO of Fortune Law Firm, to learn how to legally invest in anything 100% tax free with the blessing of the IRS.
There's no denying that securities markets today look different than they did decades ago-or even just a dozen years ago. Join the FINRA Foundation for a discussion of emerging trends, tips for keeping track of your investments, strategies for spotting and avoiding fraud, and tools offered by financial regulators to help you become a smarter, more informed investor.
This talk turns to common themes of the most successful investors as measured by multi-decade performance into standards for every investor to measure themselves by. These standards have multiple benefits and transform not only your performance and experience, but they can also change every investment decision you make. Get ready to be surprised by the clarity and simplicity of how the best investors resolve the universal confusion about risk and return. There may never be a more important time to be sure that you "Invest Like the Best."

Join the CEO and founder, Trung Pham, for a presentation on RYSE SmartShade and its vision to create a multi-billion-dollar company in the global smart home industry. With four awarded patents, RYSE is a tech company creating affordable devices to intelligently automate window blinds and shades. During this webinar, you will hear about the company's unique investment opportunity and ground-breaking autonomous solution that has led to over 30,000 units sold and $4.5 million in revenue.
Spinoffs and special situations are a niche part of the market hidden from the smaller investor. Notable successful ones recently have been Madison Square Garden (MSGE), Pfizer (PFE), and Merck (MRK). Jim Osman from The Edge Consulting Group, who specialize in tracking these situations, will show you how to do your own work, analyze the situation, sort the good from the bad ones, and ultimately make money from them.
In this session you will learn how the IRS will allow your clients to take qualified funds and recharacterize the money to allow them to invest in the future 100% tax free with zero taxes, fines, or penalties for rolling out and NO capital gains.
President Joe Biden is proposing many tax increases in order to pay for substantial government spending. Dan Geltrude, CPA will discuss planning strategies for what may lie ahead for individuals, small businesses and corporations that are in the President's crosshairs.

Securities, commodities, and precious metals ETFs use different structures and tax treatment varies. Volatility ETNs are structured as prepaid forward contracts or as debt instruments with critical tax differences. Join Robert A. Green, CPA of, for this session.



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.

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Accredited Investors Virtual Expo

July 27 - 29, 2021