Ladies- Why aren't We Investors?

Women tend to live longer than men, meaning that savings and investments play an even more important role in our future. Despite this, a new NerdWallet survey found that only 48% of women invest in…


What Are Market Breadth Indicators?

What Are Market Breadth Indicators? When it comes to tackling the stock market, market breadth indicators should be your new best friend. When used correctly, these numbers can offer valuable…


What Are Hedge Funds, And Do They Have A Place In Your Portfolio?

What Are Hedge Funds, And Do They Have A Place In Your Portfolio?

2020 was a devastating year for the global economy. The COVID pandemic wreaked havoc on businesses and investments alike. Hedge funds, however, were resilient during this time, with over 77%…


Is it Possible to Retire Early?

Early retirement is a goal that many people strive for. If you wish to retire early, you will need to consider a few critical factors. Among these are: A detailed plan. Effective control of your…


What Does a Balanced Portfolio Look Like?

Many people tend to shy away from investing because they do not want to deal with the unpredictable nature of the markets. However, it is possible to mitigate that volatility and achieve more…


Does Dollar Cost Averaging Work? Or Is It Just Another Marketing Gimmick?

As investors, we want to have minimum risk and, while doing so, maximize our returns. Dollar-Cost Averaging (DCA) is an investing strategy that many investing gurus will suggest for new investors. In…


What's worse as an investment- Tesla or Bitcoin? It's like the difference between a flea and a louse

Looking for something outrageously fun to do tonite? Educational, hilarious, and illuminating.  Warren Buffett gets all the attention but Charlie gets the laughs at the annual Berkshire Hathaway…


How much of my retirement savings can I spend every year after I retire?

How much of my retirement savings can I spend every year after I retire? “How much should I save to have a comfortable retirement?” -  This is one of the biggest questions that perplexes individuals…


Cost of Health Care in Retirement by Priyanka Goel, CFA

Health care costs are one of the biggest expenses in retirement, after housing and transportation costs. As the health care cost inflation continues to outpace standard inflation, health care costs…


Selling Volatility

Selling volatility is a unique way to enhance portfolio returns.  We have been doing this for years by selling puts in stocks we would want to buy.  The way we accomplish this is fairly simple. We…