Category Archives: Investments

Giving Thought to Gold Coins

During periods of economic growth, it is easy to believe that investing in stocks will help you grow your wealth at the exclusion of other investments.  However, we have seen both in the dot.com era and in the recent recession that investing in stocks at the exclusion of other investments (like gold coins, real estate,Continue Reading

Recession Proof Investments Worth Your While

The stock markets have been volatile for a few years now, which has made many normally risky investors sky away from the stock markets. But even with the struggling economy, investing in the stock market can be well worth your investment, as it can have the highest ROI. However, just because the stock market canContinue Reading

What is a Stand-Alone Living Benefit? Guaranteed Income Without an Annuity?

I was intrigued when I came across a product called a Stand-Alone Living Benefit (SALBs) which promises lifetime income without having to actually buy a fixed or variable annuity.  It is often said that necessity is the mother all invention and so with more and more baby boomers changing their strategy from accumulating assets toContinue Reading

What is SIPC? Stanford Case Set to Challenge What is Eligible

Anyone with some type of broker account has seen the term, “Insured by SIPC” but what does that mean? Is it like your bank account being FDIC Insured? In short, No.  The “I” in SIPC is often confused for insurance, but it actually stands for Investor. The Securities Investor Protection Corporation otherwise known as SIPCContinue Reading

April 2012 Update of My Dividend Investment Portfolio Watch List

Every 60 days or so I like to update the watch list for my Dividend Investment Portfolio and since my last update was in February 2012  I figured it was about time.  These posts are to provide myself with a “watch list” for stocks to buy based on a snap shot in time of theContinue Reading

If You Can’t Beat Them Join Them

If you believe that the rich get richer, why not just invest in them instead of against them? I am not talking about your next door neighbor with a couple German cars and a 45 foot boat…I am talking about investing with Billionaires! How? by following the Billionaire Index.  Created by Dr. Joel Shulman, C.F.A.,Continue Reading