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

Congratulations to The Prudent Speculator — a leading value oriented newsletter that has just celebrated its 44th Anniversary. Here, senior editor and money manager John Buckingham reviews 4 value stocks to consider now.
As most readers should be aware, one of the things I monitor most closely is insider buying and selling. Nobody knows more about the bullish and bearish developments of a business and its valuation relative to those developments than the company’s top executives, emphasizes Jesse Felder of The Felder Report.
Buoyed by improving economic numbers and a strong stimulus package, stocks enjoyed another strong month — but not so much for bonds, which were battered by rising interest rate concerns, observes Harry Domash, income investing expert and editor of Dividend Detective.
SRS Investment Management, LLC was founded in 2007 by a group of partners, including Edwin M. Stanton, Nicholas J. Rhodes, Danial K. Carr, and Richard D. Baier, who are all still with the company today, explains Nikolaos Sismanis, a specialist in analyzing hedge fund holdings and a contributor to Sure Dividend.
Sponsored Content - Passed as part of the Tax Cuts and Jobs Act in 2017, Opportunity Zones can help stimulate economic growth in over 8700 identified, distressed communities across the US, says Chris Loeffler, CEO & co-founder, Caliber.
Bernie Schaeffer is an industry leading options expert. Here, the editor of Schaeffer's Option Advisor looks at one bullish idea in the home entertainment space and a bearish idea in the cybersecurity market.
For many years, we have compiled and tracked a neutral inflation index which we call the Guild Basic Needs Index™ (GBNI), explains Monty Guild, money manager and editor of Guild Investment Management's Global Market Commentary.
There’s a quiet shift happening in the market, and we’re going to tap it for some big, and growing, dividends, plus serious price upside, too, explains Brett Owens, dividend expert and editor of Contrarian Outlook.
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.
One group of funds is doing something very unusual right now: they’re raising their dividends by double digits! And those huge hikes have driven the yields on some of these unsung income plays well above 7%, asserts Michael Foster, investment strategist at Contrarian Outlook's CEF Insider.

Experts on Investing Strategies & Personal Finance



Virtual Expos

Virtual Learning

Senators Sanders and Whitehouse have formally introduced an aggressive tax reform, the likes of which have not been seen before. Learn which provisions are likely to become part of tax reform and learn proven strategies to minimize the impact on your wealth. In this workshop, Cory Grant will show you how to use tax tips and strategies to keep your wealth in the family.
Join Fredrick Hubler as he discusses the advantages of retainer advice and access to accredited investments from a firm that specializes in it.

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.

Goals-based investing, a strategy that aligns investors' holdings with their goals, is a revolutionary way to reimagine asset allocation. Investors who employ goals-based investing insulate their lifestyles from the vagaries of the markets. Jack Ablin, chief Investment officer of Cresset Capital, a $12.5 billion wealth management firm, will share the concepts behind goals-based investing to help you organize your investment portfolio around your life.
By having strong ties to Silicon Valley, Prior2IPO is always at the cusp of the most recent trends in the high-tech sector, allowing it to identify opportunities for immense potential growth at a very early stage. Prior2IPO's network grants accredited investors access to follow the elite angel investors like Elon Musk and Peter Thiel and invest as they do. More recently, in 2020, the company averaged 460% returns with Palantir, Airbnb, Snowflake, and Lemonade access. Joe Passalaqua and Jon Trotta will help you understand and gain knowledge to that type of performance, so they can introduce to you your new future.
Private investments are pitched as many things, from signs of market decay to untapped sources of high returns. However, Seth Levine sees their growth as market innovations and their returns as momentum based.
Bill Spetrino, founder of The Dividend Machine newsletter, and the man who turned a $7,000 investment in 2009 into $72 million today, shows you how to increase your income and build massive wealth trading the most recession-proof companies in America. You'll discover powerful investments that most investors have no idea even exist and could safely hand you triple-digit profits year in and year out.
Tune in live to John Mauldin's 30-minute workshop to discover the hidden turbochargers for your portfolio.
Good Earth Organics (GEO), a leading manufacturer and producer of certified organic soil and soil amendments specially formulated for cannabis and hemp, will present its public investment opportunity. Liz Wald, the company's chief strategy and digital officer, will discuss the trends in the cannabis market, the US legislative and legalization roadmap, and why investments in ancillary, aka "non-plant-touching" companies like GEO, are delivering outsized returns. She will also discuss GEO's growth strategy, expected uses of funds, and its plans to do a direct OTC listing immediately following its Regulation A capital raise. Be sure to stick around in GEO's Virtual Booth after the live presentation for a Q&A session.
Join this session with managing partners, Shawn Muneio and Martin Saenz, to learn how BeQuest Funds offers consistent income with real estate notes.

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.

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Money, Metals, & Mining Virtual Expo

April 20 - 22, 2021