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

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.
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.
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.
As the market and the 2 for 1 Index bounce around near all-time highs, it's hard to remain focused on, and abide by, the rather mechanical nature of the 2 for 1 Index methodology, notes Neil Macneale, editor of 2 for 1 Stock Split Newsletter.
If we assembled a group of blue-chip stocks for income investors, it would likely resemble the Dividend Aristocrats, which are S&P 500 Index stocks that have raised their dividends for at least 25 straight years, observes Rich Moroney, editor of Dow Theory Forecasts.
Earnings season is a busy time at Guild Investment Management, since our management style emphasizes the careful selection of individual stocks rather than broad indices, notes Monty Guild, in Global Market Commentary.
Restaurant Brands International (QSR) owns three major restaurant chains — Burger King, Tim Horton’s, and Popeye’s Louisiana Kitchen — and has more than 26,000 restaurants worldwide, notes John Staszak, an analyst with Argus Research.
Year to date through April 29, the S&P Equal Weight (EW) 500 jumped 17.1%, recording the third-strongest four-month start to any year since 1990, observes Sam Stovall in CFRA Research's flagship newsletter, The Outlook. The Chief Investment Strategist at CFRA is also participant in The Interactive MoneyShow Virtual Expo from May 11-13. Register for free here.
This is an article about “shells” and financial “pearls”, but not the kind that come from the ocean. Instead, they’re the latest craze in the markets – SPACs, notes Justin Carbonneau, a leading market strategist, editor of Validea — and a participant in The Interactive MoneyShow Virtual Expo from May 11-13. Register for free here.

Experts on Investing Strategies & Personal Finance



Virtual Expos

Virtual Learning

The pending changes in tax policy continue to evolve. Some of the proposals are very aggressive and are likely to impact not only investing, but your estate plan as well. 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.
Nick Hodge, publisher of the Daily Profit Cycle, has heard the same questions time and again from investors doing their first private placements. This talk will serve as a starting point for all those new to the world of private placements, including answering questions about legends, brokers, and restricted shares.

In this presentation with Lyn Alden Schwartzer, she will analyze S&P 500 valuations using multiple methods, to show what some of the major risks and opportunities are. This includes its forward return potential and how it stacks up compared to other asset classes.
2021 is the year of harvest for digital health investments as IPOs are lining up. It's also another record-breaking year of VC investments in digital health. Besides the pandemic, what's behind the growth? How are new innovations reinventing the healthcare paradigm from sick-care to self-care and where are the opportunities? Join Bambi Francisco Roizen to discover the answers to these questions and more!
Learn how you as an accredited investor can invest earlier and align your investment dollars with some of the most savvy venture capital investment firms in the world in some of the most exciting private companies before they go public. Brian Lombardi and Chris Norton represent I-Bankers Direct, a boutique international investment bank. They have been helping accredited investors and institutional investors align their financial goals and manage portfolios for them for over two decades. Learn more about gaining access to privately held companies that could potentially go IPO in the near future.

American Biocarbon (ABC) has developed a proprietary process and successfully operated a facility located in White Castle, LA, which converts sugarcane bagasse into high-value biomass pellets for use as renewable fuel in power plants. These pellets are also used for absorption during the fracking process. This process represents a highly profitable solution to the bagasse disposal challenge sugarcane processors in both Louisiana and Florida are facing.

25K minimum. No Management or Upfront Fees.



Join those who were lucky enough to have invested in Facebook, Twitter, LinkedIn, Airbnb, Spotify, DoorDash, and Palantir, before they went public. With the market at all-time highs, the continuing innovations in technology, and a robust IPO market, there is no better time to invest in best in class, late-stage, tech companies preparing for their IPO. What you will learn: What is the pre-IPO (secondary market), proliferations of pre-IPOs and how you can take advantage, structuring and pricing, how the liquidity process works, risk/reward profile, and more.

Bob Spiegel and Scott Kurland each bring 30 years of experience investing across the full spectrum of alternative assets. Accredited Investors come to them for their insights and guidance, as to what are the best areas to invest in during any given market cycle. With unmatched experience, an established track-record, a vast network of tech and wall street connections, and their standing as one of the top firms in the sector, Acuity Partners offers proprietary access to the most timely pre-IPO opportunities.


Greenlife Farms grows produce using sustainable farming practices for the freshest, cleanest hydroponic lettuce, with no GMOs, additives, or contaminants. Their innovative farms use renewable energy as much as possible keeping our environmental impact small.

Facts and Financials:

  • The largest hydroponics farm in the United States
  • Produces eight million pounds of small leafy greens
  • Provides product to Winn Dixie, Publix, Whole Foods, and is also a direct vendor for Sysco foods
  • Non-GMO, truly Organic product with its production making a fraction of a carbon footprint of its peers.
  • Lowest overhead cost of any operable hydroponics farm in the United States

Green Life Farms just started construction on their second site which will grow an additional 2.4 million pounds to keep up with demand from Publix, Fresh Point, and Hello Fresh.

25K minimum. No Management or Upfront Fees.



The Dow Jones 30 Industrials composite has experienced eight secular bear markets, which each had minimum lifespans of eight years since 1802. This includes the secular bear which began in 1929 and lasted until 1949. There has been an aggregate of more than 100 cyclical bear markets during the eight secular bull markets which have occurred since 1815. The last cyclical bear which began in February 2020 had a duration of nine months. The presentation is timely since Michael Markowski's algorithm has indicated that first secular bear market since 2000 has begun or will soon begin. This presentation will cover why investing strategies which are utilized during a secular bull do not work during a secular bear. The investing strategies which work best during a secular bear will also be covered.

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.