Category: Investing


 
Expectations & Emotions: Investors Biggest Dangers
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Expectations & Emotions: Investors Biggest Dangers

Most investors are their worst enemies when it comes to investing along with the corrupt marketing system of selling investments that we call Wall Street & brokerage firms (and their minions: Financial Salespeople).  Not understanding our risks in an investment strategy, falling prey to clever marketing and ‘Past Performance’ along with emotions that sidetrack us [...]

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Invested Properly: 2008 & 2009 were fun but you’re back even or better!

The market was wild in 2008 and 2009 but if you maintained focus, kept to your investment strategies and rebalanced you were highly successful! Blue Ocean Portfolio’s, utilizing low cost index and Exchange Traded Funds, did what they were supposed to do in 2008 and 09. Watch the video to see how you [...]

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Brokers Refuse To Put Clients Interest First By Becoming Fiduciaries

Most investors are unaware that two worlds exist in Financial Advising.  One world (of the Stockbroker & Brokerage Firm) sells product and they must make recommendations that are ’suitable’ to the investor.  The stockbroker (or advisor as many prefer to call themselves today) works first for the firm and then the consumer.  An ‘Independent Registered [...]

401k/Trustee Directed Plans – Excerpt from 02.21.10
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401k/Trustee Directed Plans – Excerpt from 02.21.10

Bryan and Jim continue discussion about 401k plans and the high fees associated with choice vs. the lower fees of trustee directed plans. For most plans under $6 Million Dollars, the costs of 401k plans can be rather prohibitive, ranging in the 2.5% to 3.5% category when all costs are figured in. In [...]

 
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Life Insurance – Show Excerpt from 02.21.10

Excerpt from 02.21.10 – Bryan and Jim discuss the importance of having enough life insurance and knowing the important differences between whole, universal and term life policies.

 
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The “Experts” Stock Picks for 2010–Yeah Right
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The “Experts” Stock Picks for 2010–Yeah Right

Experts are always telling us what stocks to buy and sell. For most investors, we view this as what John Bogle of Vanguard Funds called it, “Investtainment.”
There has been NO PROOF that stock pickers, market timers or analyst can accurately and predictably predict the market and achieve above average returns.
The best way to [...]

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Common Investing Mistakes

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As the new year approaches and stock picks galore are posted on websites, magazines and television shows, remember the basics of investing.  This video will also help us learn why so many investors and professionals receive abysmal returns and always seem to be making the wrong moves.

Point Counterpoint:  Deflation or Inflation Ahead?
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Point Counterpoint: Deflation or Inflation Ahead?

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As with anything going on there are always two sides to every story.  When it comes to investing that is especially true.  So many people are afraid of Inflation but there is still a strong case for potentially Deflation (things becoming worth less money).  In order to protect [...]

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Oil & The dollar

Commodities are a major hedge against inflation and as a recent article in the Wall Street Journal points out, as the dollar 
continues it ‘drop’, the price of oil will naturally rise since oil is bought and sold in dollars.  Why do I say all of this?  If you are concerned about the dollar becoming worth [...]

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Don’t Be A Sucker! The Madness Must Stop. Stock Picking, Track Record Investing, Past Performance

Originally Posted on March 21, 2009.