Articles on Investing Strategies & Personal Finance
INCOME
ASSET PROTECTION
INCOME
INCOME
INCOME
FINANCIAL AND ESTATE PLANNING
INCOME
PERSONAL FINANCE
INCOME
INCOME
Experts on Investing Strategies & Personal Finance
Virtual Learning
From time to time, throughout history, a breakthrough occurs. Sometimes that breakthrough is in medicine; sometimes in science; sometimes in technology; and, on rare occasions a breakthrough occurs in the world of finance. About two years ago, we discovered an amazing fact in the world of buying and selling equities on the public market. This fact recognizes that current technology permits us to make trading decisions based 100% on observing the current Market Consensus which tells us what the market is thinking and where the market is headed. Market Consensus processes vast amounts of information—such as economic data, company performance, geopolitical events, and investor sentiment—resulting in stock prices that reflect the collective assessment of all available information at any given time.
Our breakthrough technology is encapsulated in how to capitalize on this collective wisdom of the market. I will show you how this breakthrough works and how it totally revolutionizes the timing of when to be in the market and how to be in or out of the market, with no guessing; no hoping; no buy-and-hold; no magic; no tricks. This breakthrough is truly a paradigm shift in how to make money in the stock market. This is a must-attend session that just might change your financial life for the better...in a big way!
MONEY MANAGEMENT
It is important for retirees to create an income strategy that produces the income they need today and in the future. In other words, retirees need to balance the need for short-term liquidity and long-term opportunity for growth.
One of the most significant risks for retirees is the sequence of returns risk. In other words, sequence of returns withdrawing income from an underperforming portfolio. It is also important to address inflation risk because the longer that retirees need to depend on their portfolio for income, the greater the likelihood they will experience a market downturn or recession.
In this session, we will discuss strategies to optimize sources of retirement income and improve cash flow in retirement.
RETIREMENT
This webinar introduces tax-saving strategies for business owners and high-net-worth individuals. It covers Captive Insurance Companies' role in risk management and tax savings and their broader benefits, such as asset protection, wealth accumulation, and business stability. The presentation will also outline different strategies for tax minimization when converting a large IRA to a Roth IRA.
TAXES
Tired of investing in something that provides you with ZERO resources or collateral? What do you do when a stock or mutual fund tanks? Make your next investment a collateralized one with trust deeds. Learn more about the investment that has been providing investors like yourself with passive fixed income for decades. It’s time to stop looking for yield in all the wrong places.
MONEY MANAGEMENT
Join Whitney Elkins-Hutten, director of investor education with PassiveInvesting.com, for an exclusive presentation on how promissory notes can be a game-changing tool in a high-net-worth investment strategy. Discover how these notes deliver steady returns and unlock unique opportunities in today’s volatile market. You’ll learn what a promissory note is, where it fits in the capital stack, and how it differs from riskier private credit deals. Gain valuable insights into why top-tier investors are increasingly turning to promissory notes as a low-risk, high-reward addition to their portfolios. Plus, walk away with actionable strategies to seamlessly integrate these notes into your investment plan, ensuring you maximize returns while staying aligned with your broader financial goals.
PERSONAL FINANCE
Join Peter Merrick, an internationally recognized expert in life insurance solutions and learn about an often missed secure government sanctioned investment alternative. In this action-packed presentation you will leave with a new understanding and appreciation of why you need to include life insurance in your financial portfolio. Discover how participating and universal life insurance can maximize your returns while minimizing your tax liabilities. Leveraging government-legislated tax policies, these financial solutions offer tax-free growth, tax-free access to funds, and tax-free wealth transfer, making them indispensable tools for optimizing your financial future. Don't miss this opportunity to unlock the best-kept secret in financial planning and transform your investment strategy.
FINANCIAL AND ESTATE PLANNING
In a polarized world with an out-of-control legal system and sky-high jury awards, find out how to keep your wealth and assets safe.
TAXES
For fixed-income investors, the world is changing – and that means your investment approach must, too. Learn from long-time bond market expert Dan Fuss about how the geopolitical environment, the climate outlook, and the economic and market backdrops are evolving, and how to best position your portfolio to maximize return and minimize risk.
INCOME
Providing financial support to your children and grandchildren can be a very rewarding experience. But how can that best be done? In this presentation, learn how best to invest in your children’s and grandchildren’s educational and financial future to ensure that your gifts align with both your individual and family goals.
FINANCIAL AND ESTATE PLANNING
In this 30-minute presentation, Sue O’Reilly of the Toronto Investors and Traders Stocktwits Meetup Group will show you, step by step, how to "game" the 11 Sectors of the S&P 500 to find high dividend-paying stocks in an industry group likely set to move higher.
INCOME
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.