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Choosing Common Stocks That Make Sense for Your Retirement Portfolio: Part 2

2015-09-17

Research Articles

Introduction Choosing the most appropriate stocks for the common stock portion of your retirement portfolio is vitally important.  In part 1 of this series found here I presented the 6 broad categories of stocks (businesses) that renowned mutual fund manager Peter Lynch presented in his best-selling book “One Up On Wall Street.”  I contend that […]

The 2 Keys to the Magic Formula for Long-Term Investment Success

2015-09-03

Research Articles

Introduction Investing in anything comes with a degree of uncertainty because all investing returns happen in the future.  And even though the future is unpredictable, the future is what everyone that invests is investing for.  These realities present important challenges that every investor must face and deal with in order to succeed. But even though […]

20 Dividend Growth Stocks To Buy Today For Your Retirement Portfolios: Part 1

2015-08-07

Research Articles

Introduction We are in the seventh year of a strong bull market, and stock valuations have generally become extended as measured by the S&P 500.  It is undeniable that the overall market’s valuation today is higher than it has been in years.  However, even though that statement may be true in the general sense, it […]

Retired Investors Don’t Buy Bonds Until?

2015-07-28

Research Articles

Introduction The primary attractions supporting investing in bonds or other fixed income instruments have traditionally been high income and safety.  People invest their principal in bonds and receive a stated interest rate (coupon) over the life of the bond and are given the promise of having their principal returned at maturity.  Under normal times, bonds […]

“Ye Of Little Faith” What Has It Cost You? Part 1

2015-06-25

Research Articles

Introduction I believe that one of the most important attributes that a successful investor must possess is optimism.  Any serious student of financial history would recognize and acknowledge that economically speaking, things are good much more often than they are bad.  In the general sense, common stocks have risen far more often than they have […]

The Great Beta Hoax: Not an Accurate Measure of Risk After All

2015-05-22

Research Articles

Introduction Every investor is concerned with risk at some level.  Arguably investors in retirement are and should be concerned with risk the most.  However, not every investor looks at or defines risk in the same way.  In truth and fact, there is a wide gap between how various segments in the financial community define and […]

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