Millennial Investing – Helping Millennials with all their finances. Get a game plan to invest in your future so you can retire they way you want to.
I am old enough to remember the last time you could earn more than 5% interest on your cash. Prior to the Great Recession, instruments such as CDs, money-market funds, and Treasury bills actually yielded returns above zero. That was more than 14 years ago–a significant span of time for investors to forget the sensation[…]
Cryptocurrency is known for its ever-evolving landscape, and sure enough, a fresh coin has emerged to capture the attention of enthusiasts and skeptics alike. Pepe, the newest and hottest “meme coin” boasts a market cap of more than 750 million dollars at the time of publishing this post…
In the investment world, it is said that all big companies started out as small companies. From Microsoft to Amazon, every mega-cap today was once a micro-cap, and you can bet that there were critics. “It’s too expensive!” they’d cry. “No one will buy that!” they’d laugh. “It makes no sense!” they’d scream. But year[…]
On Thursday I was invited to close out the hour on The Claman Countdown by weighing in on the markets and discussing some of my favorite stonks. While this was not my first time appearing on live TV, it was the first time I was asked to give my opinion on individual companies. You can[…]
Last week, Charles Schwab announced it would offer commission free trading across its brokerage platform. Within what seemed like minutes, TD Ameritrade matched the offer with zero commission trading of their own. Since their *groundbreaking* announcements, there has been no shortage of news articles and blog posts about them and their impact on the financial services[…]
This week is Rosh Hashanah and during Rosh Hashanah we eat apples and honey to symbolize a sweet new year ahead. So, in the spirit of getting back to celebrating all the things, I will keep this week’s post short and, well, sweet. There’s almost no escaping the news surrounding Trump’s impeachment inquiry. Regardless of your[…]
Just a few months ago, my firm launched its first tactical portfolio. It’s a straightforward, rules-based market timing model a la Meb Faber’s Ivy Portfolio. While it’s not for all of our clients, it’s a great way to provide additional value in an increasingly commoditized area of financial services. I do believe traditional active management[…]
My favorite game show growing up was Press Your Luck. You might know it as the one where contestants scream, “BIG MONEY! NO WHAMMY! STOP!” as tiles randomly light up the parameter of a giant prize board aptly called, the “Big Board”. Contestants would both literally and symbolically *press their luck* by pushing a handheld[…]
In investing, correlation tells us how an asset or portfolio moves in relationship to another asset or portfolio on a scale of +1.0 to -1.0. For example, over the last ten years, investment grade bonds have had a correlation of -0.06 relative to U.S. stocks (S&P 500). Meaning, if U.S. stocks went up by 1.0%,[…]
Investing is now a commodity. If you think differently, you’re in denial. Take a look around, the market is flooded with investment products and platforms capable of getting you properly invested for little to no cost at all. It’s true. You can own a fully diversified portfolio of mutual funds for free. Obviously, not everyone[…]