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

In my mind a “jumbo” dividend yield — within the context of the low interest-rate environment — is anything above, say, 3%, or more than double the yield of the broad market and 10-year Treasury, notes Chuck Carlson, dividend reinvestment specialist and editor of DRIP Investor.
Will the upsurge in stock prices continue through September? asks chief investment strategist Sam Stovall in CFRA Research's flagship newsletter, The Outlook.
I have been looking at our stock holdings through a fresh lens and will be adding 2 picks that have wonderful upside that adds welcome diversity to our portfolio, notes Steve Reitmeister, editor of Reitmeister Total Return.
Palantir Technologies (PLTR) is hedging — protecting — its balance sheet for another black swan event by adding to its gold position aggressively, observes Gerardo Del Real, resources sector expert and editor of Daily Profit Cycle.
Our Timely Ten portfolio represents our top ten current recommendations among Undervalued stocks; here we look at two new entrants to this list, explains Kelley Wright, editor of Investment Quality Trends — and a participant at the MoneyShow Las Vegas, Sept. 12-14. Learn more here.
Here's a simple ETF portfolio using just 4 ETFs offering ultra-low fees; they offer strong diversification and flexibility that would be appropriate for many retirees, notes David Dierking, editor of TheStreet's ETF Focus.
What’s worse than losing money? Losing money when you THINK you’re making it, explains Mike Larson, editor of Safe Money Report.
There's always a tension between the goals of having cash readily available, protecting that cash from inflation, and producing enough income from your portfolio, explains income expert Rida Morwa, editor of High Dividend Opportunities.
The reason valuations are important is because they provide reasonable projections about long-term investment returns, which I would define as over a ten-to-twelve-year period, or market cycle, and the potential for market losses within that market cycle, explains Kelley Wright, editor of Investment Quality Trends.
Really, there is only one long-term question facing investors at this juncture; will the “new normal” that has emerged from the pandemic be enduring? asks Monty Guild, chief investment officer and portfolio manager at Guild Investment Management.

Experts on Investing Strategies & Personal Finance



Virtual Expos

Virtual Learning

<p>There are different metals and mining instruments to trade, and tax treatment varies. They include equities, equity options, and ETFs in mining companies taxed as securities. Precious metals, bullion and coins, and physically backed precious metal ETFs, grantor trusts treated as collectibles. Regulated futures contracts for precious and industrial metals are Section 1256 contracts.</p><p>Join Robert A. Green, CPA, of GreenTraderTax.com, for this session. For background information, see Mr. Green's blog post, <em>Tax Treatment for Precious Metals.</em></p>
Jim Garofalo, president and CEO of Professional Coin Galleries, says the US Mint is experiencing historic shortages of precious metals including gold, silver, platinum, and palladium. PCG helps its investors grow and protect their nest egg by offering only the finest and rarest numismatic coins. With the worldwide shortage of precious metals combined with the US Mint being severely compromised like never before, the opportunity for protection and profit with numismatic coins has never been greater. From the novice to the savviest collector, PCG has the experience and knowledge to help its clients achieve immense success.
Finding income is increasingly difficult for investors as global central bank policies push yields lower. China is unique having not cut its interest rates. Brendan Ahern's presentation will review China's dollar-denominated bond market with an emphasis on the high-yield bond market.
Investing is a game of risk control. 44-year market veteran and crash expert, Michael Markowski, shows you everything about secular markets, why the timing is right for secular bear to begin, and the defensive strategies that can be deployed to grow a portfolio during a secular bear. To quote Mr. Markowski, "The Dow Jones Industrials composite has experienced an even number of secular bull (8) and bear (8) markets, each having minimum durations of eight years since 1802. Due to Dow's current secular bull having a duration of 12 years, the index is ripe and ready to enter its ninth secular bear which could result in a minimum decline of 45% by 2030."
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.
Attend this session with Zach Parry, owner and principal of The Fortune Law Firm, to learn how to legally invest in anything 100% tax free with the blessing of the IRS.
Join us for a thought-provoking conversation on various observations and trends, centered around investing your portfolio for maximum potential in the current market climate.
Join Nancy Zambell and learn how to set up your simple retirement portfolio by using a handful of stocks and ETFs designed to maximize profits and reduce volatility.
Join the CEO and founder, Greg Writer, for a presentation on Launch Cart and its vision to create a multi-billion-dollar company in the worldwide eCommerce sector. Launch Cart is a tech company, with unicorn upside, creating a better, faster, and higher converting eCommerce platform. Using a "FREEmium" go-to market strategy, the company has an integrated, proprietary ready-to-sell marketplace that will lower the barrier of entry worldwide for tens of millions of entrepreneurs to build an online eCommerce business.
Learn how to earn consistent passive income and diversify your portfolio with one simple investment vehicle. In this session, the managing partners of Bequest Funds, Martin Saenz and Shawn Muneio, explain how their fund leverages the secondary mortgage market to generate 8% or 9% annual preferred returns for investors. Monthly payments from borrowers become monthly passive income for investors. Join us to learn more about Bequest Funds' conservative underwriting model and investor benefits including monthly passive income distributions, zero fees, and investment liquidity following a mere 12-month lock-in period. Earn consistent income and diversify your portfolio to include real estate assets with Bequest Funds.

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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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