Will you Outlive your Portfolio?
Budgeting for Retirement is Easy, but it’s only a Budget One of the greatest fears retirees face is running out of money. For many, the thought of dying broke is more frightening than death itself. I am often reminded of... Read More →
2017 All-Weather Portfolio
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Date01 Apr 2017
/Comment0
/CategoriesBear Market, Cash Flow, Dividends, ETFs, Investing, Palos Verdes, Peninsula People Articles, Risk, Volatility
According to City-Data.com, the most recent reported average household income in zip code 90274 was $188,000. 57% of the tax filers showed dividend income which would indicate stock ownership. For zip code 90275, the average household income was $117,000 with... Read More →
Defensive-Minded Investing
Invest with a similar mindset to that of a strong amateur tennis player – defensively. Defensive-minded investing is an approach that focuses on risk first and return is secondary. By risk, I am referring to the possibility of loss of... Read More →
2015 Market Outlook – Recognize & Control Risk
If we define market risk as the uncertainty of future outcomes, we can also agree that risk can be defined as the possibility of loss, perhaps permanent loss. Recognizing risk begins with an understanding of value and knowing when an... Read More →
2014 Investment Outlook – Cautious
Stocks moved up smartly in 2013, rising more than 20% on most major stock indices. This gain was on top of an already strong period seen from 2009 through 2012. The stock market, as reflected in the S&P 500 (broad-based... Read More →
Mapping Out the Exit Signs
I don’t think enough is written about the proper time to sell stocks. We’re all interested in learning what to buy, but protecting gains and/or limiting losses is equally important. Selling a stock correctly can be just as fulfilling as... Read More →