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Annaly Capital Management Inc.: Not Suitable For Retirement Accounts

2019-09-10

Research Articles

Introduction Although some might disagree, I believe that investors either in retirement, or close to becoming retired, should be a little more conservative with how their portfolios are positioned.  This position is primarily predicated on the reality that investors in retirement do not have the luxury of the time often needed to recover from bad […]

The Truth About The Impact Of Dividend Reinvesting

2013-04-10

Research Articles

Introduction There is a growing trend towards doing-it-yourself (DIY) portfolio management.  Many individual investors have become disillusioned with professional investment management at various levels, to include mutual funds as well as custom-designed professionally-managed portfolios. Consequently, they have become motivated to take their financial futures into their own hands and manage their own portfolios. Generally, I […]

10 High Yield REITs: Do the Yields Justify the Risk?

2010-11-16

Research Articles

When I first entered the investment business, a mentor taught me that there were really only two ways that an investor could position their portfolios; they could either act as owners or they could act as loaners. Owners typically invested in equities and were therefore owners of the underlying asset class they invested in. Loaners, […]

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