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

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.
The Cboe Volatility Index (VIX) closed below 20 last week for the first time in almost a year. The 246 days above 20 was the second longest streak above that level ever, observes Rocky White, senior quantitative analyst at Schaeffer's Investment Research.
Bonanza! There have been four eligible splits announcements since last month; it's been a long time since there has been such a list to analyze and choose from for our monthly Index update, explains Neil Macneale, editor of 2-for 1 Stock Split Newsletter.
Sponsored Content - Dubbed “The Wealth Development Company,” Caliber was founded on a meaningful opportunity, allowing accredited investors to participate in a world of private-equity real-estate investing that was traditionally reserved for institutions and family offices.
We maintain an ongoing list of all monthly dividend payers — and in this article we conclude our 5-part series on the best current buys among these stocks, explains Bob Ciura, contributing editor with Sure Dividend.
We maintain an ongoing list of all monthly dividend payers — and in this article we continue a 5-part series on the best current buys among these stocks, explains Bob Ciura, contributing editor with Sure Dividend.
Today, I want to talk about a trade that is a little bit different from what we normally discuss, explains Danielle Shay of Simpler Trading.

Experts on Investing Strategies & Personal Finance



Virtual Expos

Virtual Learning

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.
Have you ever had this deep gut feeling that there MUST be more to money than was taught in school? By your parents, friends, or colleagues? How do the super elite, super rich and wealthy keep growing their wealth generation after generation? How can I make my money work harder for ME? Yes, Brent Kesler too. Then he discovered the power of The Infinite Banking Concept (IBC) and put this concept to work for his family. Mr. Kesler will show you how he paid off $984,711 in third party debt, paid down expenses, and is now recycling and recapturing ALL of his money for anything and everything he buys in life. It's time to break the bonds of financial slavery you don't even realize you are in.
For the first time, the individual investor can now participate in an investment and asset class which was once only accessible to churches, universities, and royal families. This innovation delivers investors safe, growing returns along with the opportunity for long-term capital appreciation.
Tune in to this 30-minute session to discover the process Bruce Campbell and StoneCastle Investment Management, Inc., uses to find new investment opportunities and capitalize on those opportunities, such as sector rankings, bottom-up technical, and bottom-up fundamental ranking. Mr. Campbell will also detail some strategies and approaches he uses in his sell discipline to reduce risk and avoid losses. Keep in mind, buying is important, but selling is more important!
Canadians are feeling less certain that their investment portfolio has the resiliency to withstand the rise of volatility. Purpose Investments CEO, Som Seif, breaks down what makes up a modern portfolio and what to consider in building a future-proof model.
In this session, PitchBook's Cameron Stanfill will highlight recent trends around the IPOs of Venture Capital backed businesses including aftermarket performance, valuations, key sector trends, as well as an outlook on what might be in store going forward. Further discussion on the increasing viable alternatives to a traditional IPO like direct listings and SPAC combinations and why many startups might choose these options.
Have you ever had this deep gut feeling that there MUST be more to money than was taught in school? By your parents, friends, or colleagues? How do the super elite, super rich and wealthy keep growing their wealth generation after generation? How can I make my money work harder for ME? Yes, Brent Kesler too. Then he discovered the power of The Infinite Banking Concept (IBC) and put this concept to work for his family. Mr. Kesler will show you how he paid off $984,711 in third party debt, paid down expenses, and is now recycling and recapturing ALL of his money for anything and everything he buys in life. Its time to break the bonds of financial slavery you dont even realize you are in.
Learn about the tax tips and strategies utilized by Americas wealthiest families for generations. This session will focus on tax reduction strategies that help you build wealth and keep it in your family.

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.