Category Archives: Investments

What Can John Wooden Teach us about Stock Analysis?

What Can John Wooden Teach us about Stock Analysis?

There are two major ways to evaluate stocks: fundamental analysis and technical analysis.  Wait, how does this apply to the legend John Wodden?   In honor of the late John Wooden, this week’s lesson is to work on your fundamentals. Groan.  Stop whining. This isn’t difficult. Fundamental analysis means assessing a company’s financial statements: taking the… Continue Reading

Be Careful When Attempting Faith Based Investing

Faith Based Investing is starting to get some press and investment companies are hearing the call, creating funds to meet that demand.  While I am Christian (Greek Orthodox to be exact) I am not a hardcore religious guy, so I don’t really get the desire to have a faith based portfolio, but more importantly, I don’t think… Continue Reading

What are Deferred Annuities? Fixed vs. Variable Deferred Annuities

What are Deferred Annuities? Fixed vs. Variable Deferred Annuities

Annuities are easy to understand.  I already introduced the simple single premium annuity but like most things in life it gets a little bit more sophisticated.  Notice that I say sophisticated not complicated; Deferred Annuities are easy if you look at them the way I do!  There are zealots on both sides of Deferred annuities, I… Continue Reading

What are Annuities? An Introduction to Immediate Annuities

What are Annuities? An Introduction to Immediate Annuities

Understanding Annuities makes it easier for you to make an informed decision rather than just listening to an advisor or worse a talking head on television.  Annuities often bring up strong emotions when they really shouldn’t, it is nothing more than a financial product often issued by insurance companies.  The definition of an annuity is… Continue Reading

Asset Aggregation May Be Just as Important as Asset Diversification or Allocation

Asset Aggregation May Be Just as Important as Asset Diversification or Allocation

If asked for your own example of customer loyalty, what would you give? Free months of phone service, flight upgrades to first-class, special hotel accommodations?  Most would probably think along the lines of a consumer, yet investments are an often overlooked area. A while back, the local supermarket ran a promotion with Cuisinart. Collecting “points”… Continue Reading