Category: Investing
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Investment Policy Statement (IPS): Everything You Need to Know
/ April 2nd, 2026
An Investment Policy Statement (IPS) is the single most important document standing between you and a costly investment mistake. Your IPS spells out exactly how your money gets invested — your goals, your risk tolerance, your asset allocation… all of it. And if you work with a financial advisor? Your IPS tells them exactly what
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Annuitization Explained: What Does Annuitize Mean + Should You Do It?
/ August 3rd, 2023
Today I’m explaining annuitization and what it means to annuitize a policy. Contrary to what many people think, annuities and annuitization are not the same. And confusing them can cause BIG problems for your retirement plan. So if you want to learn exactly what annuitization is and if you should annuitize, you’re going to love
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Should I Sell My Stocks Now?
/ March 15th, 2021Today I’m answering a timely reader question, “should I sell my stocks now?” The stock market has been skyrocketing for over a decade. In fact, the S&P 500 has returned 500+% since March 2009. So, should you sell stocks now? Maybe. If you want to learn how to prudently think about your investments and determine
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Portfolio Rebalancing: What Is It + The Top 4 Benefits
/ December 1st, 2020Today I’m sharing what portfolio rebalancing is, when to implement it, and why it’s so beneficial. Market ups and downs make it difficult to know when to make adjustments…and when to leave everything alone. But creating a systematic rebalancing plan can help. So if you want to learn how to invest smarter without working harder,
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How to Buy International Stocks and Why They Are Important
/ November 15th, 2020Today, I’m going to share how to buy international stocks. I’m also going to share why most investors should have them in their portfolio. In fact, a basic allocation to international stocks can save you from a major investing pitfall. So if you want to improve your retirement portfolio, you’ll love this simple breakdown for
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The Secret to Investing
/ September 1st, 2020Ah, secrets. One of the most intriguing words in our language. Especially in investing. I mean, if you just knew the secret – you’d be richer than Warren Buffet, amiright? Well, the “secret” is out – and it’s more disappointing than you think. Is There a Secret For Investing Successfully? Recently, a friend asked me:
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Which Bonds are Best?
/ August 1st, 2020
The current global pandemic certainly has spun our lives around. I’m taking COVID-19 very seriously, doing my best with social distancing and preventing any potential spread of the disease. But I miss seeing my dad. I do wonder, “would hanging out together be worth the risk?” Even though we’ve been following the guidelines, I know
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Bid-Ask Spread: Why Free Trades Aren’t Free
/ July 26th, 2020Wouldn’t it be great if trades were free? A newer investing platform that comes with its own snazzy app aims to do just that. It’s called Robinhood. But does it really move wealth into the hands of the common man with free trading? Not really. Here’s why. Common Investing Fees The reality is, there’s no
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Save 95% On Investment Fees With This Proven Strategy
/ July 5th, 2020If you’re anything like me, you’ve snagged some pretty awesome stuff on sale, especially around the holidays. What if I told you it was possible to get a crazy deal on something you want – and to heck with 20% off. How about 95% off? Yes, you can actually save 95% on something you want,
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Why You Should Skip Fake News and Be a Boring Investor Instead
/ June 26th, 2020When it comes to investing, most people who are successful use a simple approach to achieve results. They’re boring investors. Most investors are awful when it comes to researching the investments they make. And because they fail to research and plan, many investors unnecessarily lose money over time in the name of excitement and entertainment.
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