Risk Driven Scenarios Risk Level Example Scenario Investment Goals for Scenario Appropriate Investments and Recommendations Little or none You need money in the near future ( <1yr) to make a major purchase, such as down payment on a home or paying cash for a car. Preserve capital: Don’t lose money! High Liquidity: Turn it into… Read More »
(NewsUSA) | July 2, 2018 Turns out that “coupling” doesn’t just mean “pairing” in the traditional sense, but is also a catchphrase when it comes to finances. As we head into wedding season, it’s especially relevant. Because as much as you may think no two people have ever been more in love than you are,… Read More »
By Chris Bouchard | June 29, 2018 Long and short-term investments take on many forms, and investing in the stock market has remained one of the most popular forms. Although the stock market has fallen under some scrutiny since the last economic plunge in the early 2000’s, it still remains the largest and most well-known… Read More »
By Chris Bouchard | June 28, 2018 Research shows that not making enough money is associated with being overweight, mainly because there is a significant correlation between an individual’s physical wellness and that person’s mental clarity. Subsequently, there is a link between mental clarity and life satisfaction in regards to income and other primary and… Read More »
By Kevin Judge | June 25, 2018 Risk Tolerance: Every person has their own view and tolerance of risk. This is a critical fact in determining their investment strategy. Some people are by nature risk averse and will only invest in risk free or low risk investments. For example, Government Bonds, Banks Deposits, and AAA… Read More »
By Dwayne Strocen | June 20, 2018 The second of a two part article…. Before I discuss the use of hedging to off-set risk, we need to understand the role and the purpose of hedging. The history of modern futures trading begins in Chicago in the early 1800’s. Chicago is located at the base of… Read More »
By Liz Miller | June 19, 2018 New college graduates are on the loose and out building their new work wardrobes for their first job. Are you a proud parent and grandparent? In addition to celebrating with them over parties and gifts, now is the time to give them the gift of financial independence too. As they start… Read More »
By Kevin Judge | June 18, 2018 VEHICLES: There are several methods for investing in the above asset types and classes. Direct Investment: Purchase the investment your self In general, safer than options but lacks the diversification available from mutual funds Leveraging: You can increase your purchasing power and profits by buying on margin, aka… Read More »
The First Law of Economists: For every economist, there exists an equal and opposite economist. The Second Law of Economists: They’re both wrong.
By Kevin Judge | June 11, 2018 TYPES OF INVESTMENT ASSETS: There are hundreds of types of investments and thousands of choices, but only two categories to choose from. DEBT: These are investments where you are owed interest and your money back. EQUITY: These are investments where you own something and hope for one or… Read More »