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

Sponsored Content - You have probably heard or read the following “rule of thumb” for trading: Only trade positions with potential profits of at least three times the potential losses, says Kerry Given of Parkwood Capital, LLC 
With consensus estimates projecting double-digit growth in corporate profits for all four quarters of 2021, finding stocks positioned for year-ahead earnings growth is easy, asserts quantitative investing expert Richard Moroney, editor of Upside.
With February trading closed, winter’s grip is loosening, and investors look forward to an improvement in the weather and the global economy, notes chief investment strategist Sam Stovall, in CFRA Research's flagship newsletter, The Outlook.
For many, 2021 is about fresh starts, limitless possibilities and good karma; in that light, here's an ETF that helps track social responsibility, suggests Jim Woods, editor of The Deep Woods.
This has been a brutal couple of weeks in the market when February’s seasonal weakness kicked in hard, states TG Watkins of Simpler Trading.
Should you fear the rising yield curve? asks Rocky White, senior quantitative analyst with Schaeffer Investment Research, an industry leading provider of market timing and options investing and trading advice.
We provide a significant amount of fundamental and technical information and data on high quality, dividend-paying blue chip stocks, asserts Kelley Wright, editor of Investment Quality Trends — and a participant in MoneyShow's Accredited Virtual Expo on March 2-4. Register for free here.
Tempestuous March markets tend to drive prices up early in the month and batter stocks at month end, asserts Jeffrey Hirsch, seasonal timing expert, editor of Stock Trader's Almanac — and a participant in MoneyShow's Accredited Virtual Expo on March 2-4. Register for free here.
The story and situation behind GameStop (GME) is extraordinary, and I think it can provide us with some broader lessons that are important to remember when investing in the market, explains Justin Carbonneau, investing strategist and partner at Validea.
The Russell 2000, Nasdaq Composite, and Value Line Geometric indices have pushed their way back into record high territory, asserts Dan Sullivan, technical expert and editor of The Chartist Mutual Fund/ETF Letter.

Experts on Investing Strategies & Personal Finance



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Are you concerned about the volatility of the stock market? If so, you might be wondering how you can still generate retirement income by getting out of the stock market. The good news is you can! With self-directed IRAs you have the ability to use your retirement funds to invest in non-publicly traded assets, also known as alternative investments. These types of investments include assets such as real estate, private equity, hedge funds, secured or unsecured notes, precious metals, and more.

Maybe you have an existing IRA that you want to transfer funds from, or perhaps you have an old 401(k) to roll over from? Next Generation educates investors and their trusted professionals so that you can better understand self-direction and its benefits to help make informed decisions about building retirement wealth more aggressively.

Control your future, today! If you are interested in broadening your investment horizons through self-directed retirement plans, join for this session where you will learn: Why SDIRAs are becoming increasingly popular, the do's and don'ts of self-directed investing, SDIRA setup process and timelines, and more!



Learn how you can take advantage of the greatest federal tax incentive ever created. Get a brief overview of the Opportunity Zone program, current state of the marketplace, best practices for investing in Opportunity Zones, how to create your own captive Qualified Opportunity Fund, and how the program may evolve under the Biden administration.
Join Fredrick Hubler as he discusses the advantages of retainer advice and access to accredited investments from a firm that specializes in it.

Join this session with managing partners, Shawn Muneio and Martin Saenz, to learn how BeQuest Funds offers consistent income with real estate notes.
In this entertaining talk, chief wealth strategist, Fred Hubler shares what he's learned over the last 18 years while working with NFL players and other high-net-worth individuals and families. He'll share investments and strategies most people haven't heard of and some new spins to strategies you may have used.
Learn what Biden's first 100 days tell us about tax policy and potential changes. Key discussion points will detail the tax tips and strategies utilized by Americas wealthiest families for generations, fine-tuned for today. This session will focus on tax reduction strategies that help you build wealth and keep it in your family.

The markets started 2021 the same way they finished 2020, but now the momentum has changed. Interest rates are moving up and the markets are rattled. Do you know when to move to cash to protect your capital? Turner Capital Investments does. Do you have a plan to profit from a bear market? Turner Capital Investments does as well. And if the bull market resumes? Turner Capital Investments has a plan for that also. As an accredited investor, why would you rely on the same buy-and-hold nonsense that most stockbrokers push? Can you really afford to lose 50% or more in the next bear market?

You see, the key to beating the market is the same today as it was over 100 years ago when a famous investor said, There is only one side to the stock market; and it is not the bull side or the bear side, but the right side. Mike Turner's Turner Quant Advantage strategy not only gained 48.30% for 2020, it's already beating the market by almost 3-1 through February 26. Of course, past performance is no guarantee of future results.

During this presentation, he will show you how he uses algorithms and rules-based investing to be on the right side of the market at all times and that includes bear markets. After the presentation, has ended, you can join Mr. Turner for a special Zoom conference during which he will answer your questions about how to always be on the right side of the market and take advantage of both bull and bear markets.



The key to beating the market is the same today as it was over 100 years ago when a famous investor said, There is only one side to the stock market; and it is not the bull side or the bear side, but the right side. Mike Turner's Turner Quant Advantage strategy not only gained 48.30% for 2020, it's already up by more than 7.40% through February 9, 2021. Of course, past performance is no guarantee of future results.

During this presentation, he will show you how he uses algorithms and rules-based investing to be on the right side of the market at all times and that includes bear markets. After the presentation has ended, you can join Mr. Turner for a special Zoom conference during which he will answer your questions about how to always be on the right side of the market and take advantage of both bull and bear markets.


In the wake of the global coronavirus pandemic, supply chains have been interrupted, financial markets are experiencing historic volatility, and many individuals and businesses are questioning how they will continue to weather the storm. When it feels like so many things are out of our control, sometimes the best thing to do is focus on the things that are. Join experts from the FINRA Investor Education Foundation to learn key tips for smart investing in today's environment—from handling market volatility, to spotting and avoiding fraud.
Want to declutter your portfolio? Join Morningstar director of content, Susan Dziubinski, to learn about three simple investing strategies-and top-rated funds and ETFs to consider.

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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.