2017 All-Weather Portfolio
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Date01 Apr 2017
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/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 →
Desperately Seeking Investment Income
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Date01 Apr 2012
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/CategoriesBonds, Cash Flow, Dividends, Investing, Peninsula People Articles, Stock Picks, Volatility
With no help from the Federal Reserve conservative investors are forced to look elsewhere for income – bonds and CDs can’t get the job done. It seems like an eternity since I last recommended bond purchases for my clients. Actually... Read More →
Buy-and-Hold and Other Bad Ideas
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Date01 Oct 2011
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/CategoriesBear Market, Bonds, Dividends, Investing, Peninsula People Articles, Real Estate, Stock Picks, Volatility
The biggest mistake an investors can make today is without a doubt, selling stocks and buying bonds In 2005, I wrote an article for TheStreet.com titled “Protection Against a Housing Collapse.” I was a real estate bear probably for two... Read More →
Overcoming Investing Paralysis
It’s extremely difficult to buy stocks when they are plunging. Investors are emotional, so buying as prices decline is psychologically tough to do. Statistics show quite clearly that investors tend to do the opposite. The highest percentage of stock mutual... Read More →
Growth Without the Restless Nights
In the summer of 2004 I wrote a series of articles for TheSteet.com, the financial Web site co-founded by CNBC’s Jim Cramer. I had grown increasingly worried about the poor lending practices at the time and the fact that it... Read More →
What to Expect from a Dividend Portfolio
What sort of returns can you expect from a stock-dividend portfolio? I frequently hear this important question, and it certainly warrants an answer. After all, if it doesn’t beat fixed-income or other conservative investments, then why bother with stocks at... Read More →