Category Archives: Investments

What is a Margin Investment Account? Applying for a Margin Account with Fidelity

A pretty conservative co-worker came to me today and said it is ‘time to bet against the market President Obama is speaking on Thursday and the market consistently falls when he speaks about the economy’ and it got me to thinking about ‘betting against the market.’  I don’t short stocks, it isn’t that I amContinue Reading

No Investment Strategy Will Perfectly Align with Your Goals

I read two recent articles from Registered Rep Magazine that reminded me that regardless of how well you plan, and strategize there is no perfect investment strategy.  It doesn’t matter if your investment goal is to mitigate taxes, or if the goal is to invest in all indexes because over time they “have” to beatContinue Reading

Getting into Real Estate – What is ‘Errors and Omissions’?

Becoming a real estate agent is an attractive second job for many people who want the freedom that comes with being self-employment. In residential real estate, the weekends are when most home buyers are available to look at property, so it is easy to work part-time as an agent in the evenings and over weekends.Continue Reading

Unhappy with Your Full or Discount Stock Broker?

During tough economic times and times of volatility in the stock market, many look at their full service stock broker and wonder if they could be doing a better job. Many question their full service broker’s fiduciary, competence and expenses. Most investors only wake up to the fact when the stock market does so poorly,Continue Reading

Business Succession Planning Should be a Priority for Business Owners and Professionals

There is one aspect of running a business that most business owners often overlook; succession planning.  I am often reminded of the vary scary scary fact that, Approximately 90 percent of U.S. businesses are family firms, ranging in size from small “mom-n-pop” businesses to the likes of Walmart, Ford, Mars and Marriott. Family businesses areContinue Reading

Stock Investing Will Have its Up and Downs

I started writing a post about dividend investing research and then realized that how could I with good conscious write about anything other than my feelings about the market.  While I love preforming my own analysis I don’t pretend to be an “investment guy” and  that is probably the reason that despite my obsession with myContinue Reading