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Four Ways Fantasy Football is Similar to Investing by Michael Schupak, CFP® in Jersey City NJ

Four Ways Fantasy Football is Similar to Investing

The league is not won on draft day and your total returns are not only driven by your initial stock picks.   Draft day is a great time to see your friends,..

By: Michael Schupak, CFP®

Tags: Investing, Diversification, Ipo, Value Stocks

Posted: 09/12/2017

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Why everyone needs to own bonds by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Why everyone needs to own bonds

Everyone should own bonds or bond-like investments, though you might ask why would anyone want to own bonds at this time. Interest rates are going up and the math..

By: Tom Roberts CFP®, MBA

Tags: Bonds, Investing, Alternatives

Posted: 06/20/2017

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Reducing your income risk is crucial when investing by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Reducing your income risk is crucial when investing

When investing and managing your money, you must consider and deal with a number of potential risks. These include general market moves, individual company, interest..

By: Tom Roberts CFP®, MBA

Tags: Investing, Retirement, Income

Posted: 06/20/2017

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5 Things Not to Worry About with Investing by Catherine Hawley, CFP® in Monterey CA

5 Things Not to Worry About with Investing

I don’t know if there are any studies on this, but my guess is that investing causes more stress than all other financial topics combined.   Between..

By: Catherine Hawley, CFP®

Tags: Investing, Investment Worries, Investments, Worrying About Investments

Posted: 04/21/2017

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Am I Ready to Predict the Next Stock Market Crash? by Catherine Hawley, CFP® in Monterey CA

Am I Ready to Predict the Next Stock Market Crash?

Since 2009, the stock market has pretty much gone straight up.   From a low of 676 on March 9, 2009, the S&P 500 stands at 2,090 as of June 21, 2016...

By: Catherine Hawley, CFP®

Tags: Market, Stock Market, Crash, Investing, Investments

Posted: 07/27/2016

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Plant Power Investing by Thomas Nowak, CFP® in Grayslake IL

Plant Power Investing

Evidence increases by the day that more consumers are moving towards a plant-based diet. How can the average investor take advantage of this trend? Low-cost index..

By: Thomas Nowak, CFP®

Tags: For Consumers, Investing, Sustainable Investing, Sri, Health

Posted: 02/11/2016

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8 Questions to Ask Yourself Before You Invest by Mike Chamberlain, CFP® in Santa Cruz CA

8 Questions to Ask Yourself Before You Invest

As a financial planner and fiduciary investment advisor, I work with people with varying goals and vastly different levels of education, income, assets and comfort..

By: Mike Chamberlain, CFP®

Tags: For Consumers, Investing

Posted: 02/08/2016

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5 Ways to Trim Your Investing Taxes by Mike Chamberlain, CFP® in Santa Cruz CA

5 Ways to Trim Your Investing Taxes

Most investors think about asset allocation, risk and return, and passive versus active strategies when making investment decisions. But taxes should be a primary..

By: Mike Chamberlain, CFP®

Tags: For Consumers, Nerdwallet, Taxes, Investing

Posted: 10/13/2015

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Bear Market Won’t Roar a Warning Just for You by Kent M. Grealish, CFP®, AIF® in San Mateo CA

Bear Market Won’t Roar a Warning Just for You

The six-year bull market that began its charge in 2009 is a great example of an investing axiom: The longer a market rises, the more dangerous it becomes. That’s..

By: Kent M. Grealish, CFP®, AIF®

Tags: Investing, For Consumers, Nerdwallet

Posted: 09/11/2015

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Boring Investing is Better by Kent M. Grealish, CFP®, AIF® in San Mateo CA

Boring Investing is Better

One of the most dangerous investment attitudes (along with “this time it’s different”) is the complaint that “my investment isn’t..

By: Kent M. Grealish, CFP®, AIF®

Tags: For Consumers, Investing

Posted: 08/31/2015

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A different kind of investment risk by Jean Keener, CFP®, CRPC in Keller TX

A different kind of investment risk

I recently attended the Garrett Planning Network conference near Denver, CO. What a nice break from the Texas summer heat! One of the sessions highlighted..

By: Jean Keener, CFP®, CRPC

Tags: For Consumers, Investing, Risk

Posted: 08/10/2015

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3 Investor Types Who Need to Check Their Risk Appetite by Matthew Buckwalter, CFP® in Lincoln NE

3 Investor Types Who Need to Check Their Risk Appetite

Among those saying the stock market is currently overvalued is no less than Robert Shiller, who won a Nobel Prize in economics in 2013 for his research on market..

By: Matthew Buckwalter, CFP®

Tags: Stock Market, Investing, Risk, Nerdwallet, For Consumers

Posted: 06/18/2015

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