Good Financial Results: An Introduction to Investing


An introduction to investing

Timing is meaningless, time is everything

from Stanton Burns, Oakview Wealth Solutions

I had a call to BlackRock earlier this month and financial writer / investor Morgan Housel was a guest speaker. He was asked to talk about the behaviors we use when investing and how we can use them to our advantage. His ideas were fantastic. I would like to summarize them for you here:


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Penny Stock Investing A Token For A Top?

by Robert Stoll, Financial Design Studio, Inc.

Stock market manias rarely look the same from mania to mania. But there are always some tell-tale signs that the froth in the markets is peaking. One of these signs is investor interest in so-called “penny stocks”. These are stocks of extremely small companies whose stocks often (but not always) trade below $ 1 per share.

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Are pension funds with target dates right for me?

by Matt Elliott, Pulse Financial Planning

A target date fund is an investment that offers a reasonable risk / reward tradeoff in the year in which you would like to begin withdrawing from the fund. It is a “fund of funds”, which means it is an investment fund that owns other investment funds.

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How to manage your RSUs

by Joe Morgan, Best Financial Life

Running on the autopilot can be dangerous. If a pilot’s course deviates 1 degree from San Francisco to New York, he will land 40 miles in the Pacific. If you don’t recalibrate your financial autopilot settings, you will also miss your financial security goal.

One particular attitude that all of my clients struggle with on their first review is how to manage their RSUs.

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Believe in the future

by Joe Morgan, Best Financial Life

Given their worst fears imaginable, they do it. Probably not because they want to. They may do it because we humans are so wired.

What do you do?

You keep going.

And the only thing that could drive them is belief in the future. A belief that the future will be better.

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Why volatility is good

by Joe Morgan, Best Financial Life

My wife makes fun of my driver.

Every time we play golf, she has not one but several “funny” comments during the round.

Every time.

But I like my driver. Yes it is 25 years old. Yes, it’s very small (or I think it’s as normal size as all drivers look like balloons these days).

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This will avoid putting all your eggs in one basket

by Joe Morgan, Best Financial Life

The sentence in the title of this article is said to have been used for the first time in the novel “Don Quixote” and reads as follows: “It is part of a wise man to keep himself today for tomorrow and not dare all his eggs in one basket. “

The message, of course, is that keeping all of your valuables in one place can be very risky.

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Three requirements for a successful investment portfolio

by Joe Morgan, Best Financial Life

Imagine if you could let someone go to work and send you their paycheck.

Wouldn’t that be great?

What if that person were brilliant and a leader in their field?

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Following financial advisor blogs is a great way to access valuable, educational information about finance – and it won’t cost you anything! Our financial planners are happy to share their knowledge and help everyone, regardless of age or wealth.


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