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

It’s earnings season yet again. And I think this one is going to be more down-to-earth than the ones we’ve had over the past year. Have cash available to grab some deals, writes Kelly Green, editor of Dividend Digest.
July 4 marked the United States’ 248th Independence Day. While the holiday brings to mind fireworks, barbecues, and family gatherings, it is also a reminder of the principles of independence, self-reliance, and freedom that have shaped the United States. I believe in the power of dividend growth investing to build rising passive income – and asset-reliant financial independence – over the long-run, explains Ben Reynolds, editor of Sure Dividend.
The composite rate for Series I Treasury Bonds for the first six months after May 1, 2024 is 4.28%. This rate is made up of a 1.30% fixed rate and a 1.48% inflation rate. But for income-oriented investors who can afford to stay in the market for at least a few years, I think stocks with growing dividends still make the most sense, counsels Scott Chan, editor of The Complete Investor.
I’ve worked in finance for more than seven years. I’ve seen investors make hundreds of mistakes. Here are 15 of the most common ones (You’ve likely done at least two of these), remarks Gav Blaxberg, CEO of Wolf Financial.
Markets go up and markets go down. Overall, as dividend investors, our stocks are stable through it all. We collect our dividends like clockwork. But you might have missed a piece of very important news. It changed the workings of the entire market. And it will affect whether or not you are eligible for your dividend payments, explains Kelly Green, editor of Dividend Digest.
The “market as a casino” analogy makes more sense than ever today. That’s because of the gamification of brokerage apps coupled with the focus (in general) on getting attention from financial media rather than providing sound advice and information. However, there’s a different, more patient and strategic approach to investing that has proven its worth over time: Long-term, buy-and-hold, dividend growth investing, counsels Ben Reynolds, editor of Sure Passive Income.
International Money Express (IMXI) — known as Intermex — is a rapidly growing processor of money transfer services in the U.S. and Canada, Latin America and the Caribbean and more than 40 other countries, observes Doug Gerlach, editor of SmallCap Informer.
Not too long ago, a friend told me his teenage daughter is getting interested in investing and asked for some basic advice. A few hours later, another friend texted me, asking how he can “get rich with dividends.” To me, the secret to making money in the long term is extraordinarily simple…compounding, explains Marc Lichtenfeld, chief income strategist at Wealthy Retirement.
We are in the midst of a massive rotation favoring recent laggards, states Lucas Downey of
Friday was a pretty quiet day in the markets, and the early Monday action is more of the same. Stocks are largely unchanged along with Treasuries and the dollar. Crude oil, gold, and silver are slightly lower.

Experts on Investing Strategies & Personal Finance

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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.  

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.   

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. 

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. 

Gary Kaltbaum will show you exactly where you need to be in the markets as well as what to avoid. It is in these chart patterns that he will show you the definable uptrends and downtrends. What is emerging? What is submerging? 

Now a quarter into the new year it's already time to update the market outlook. The investing playbook that worked so well in 2023 has to be thrown out. We need to focus on these new leaders to enjoy superior results. That is why 43-year investment veteran, Steve Reitmeister, details a trading plan and top picks to outperform the remainder of the year. 

Head of Global Multi-Asset and chief investment officer at T. Rowe Price Sébastien Page, will provide an update on recent macro trends in the economy, as well as his thoughts on financial literacy and leadership in asset management. 

Fraudsters—who spend their “careers” developing schemes to defraud victims—are continually creating new, innovative scams. Join Christine Kieffer and Robert Mascio to explore emerging threats to investors, the psychology of scams, the sophisticated techniques used by salespeople (both honest and otherwise), and simple steps to help you invest wisely and avoid costly mistakes. 

By staying true to our decades-long strategy of taking a multi-year view to operating our company and focusing on consistent per-share results, NNN REIT, Inc. (NYSE: NNN) remains well-positioned to navigate the elevated economic and capital market uncertainties that companies will face in 2024. NNN has been able to successfully navigate all types of market conditions and provide shareholders with consistent, stable results including 34 consecutive annual dividend increases and a 30-year average annual total return of 11.0%. Join us and learn how NNN’s stable, consistent dividend income could fit into your portfolio. 

The whole universe of financial advisors, analysts, pundits, professionals, and individual investors spend enormous amounts of time and money researching what is likely to happen in individual stocks, sectors, industries, and countries in the future.  That, my friend, is a total and complete waste of time!  They look at charts, geopolitics, products in the pipeline, fundamentals, boards, CEOs, and everything imaginable to help them make better decisions about how best to put money to work in the stock market.  Unfortunately, in 100% of the cases, the future of the stock market remains totally unpredictable. Sometimes they guess right.  Even a blind squirrel finds an acorn from time to time.  There is a much better way. Attend this session and learn how to invest in the stock market without having to guess what the market is going to do in the future or where it is headed.  See and hear how this methodology generally makes less than one trade per year, uses only two indexes, has no options, and creates a mountain of profit.  You cannot afford to miss this demonstration of the breakthrough trading methodology of the century! 



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.