Wealth Management Blog

Layman Explanation of Long/Short Strategies

Posted by Helyn Bolanis

Jul 15, 2015 10:45:00 PM

layman-explanation-of-long-short-strategiesPerhaps you’ve heard of a long/short strategy before, but haven’t a clue what a long/short strategy exactly is. Fortunately, we’ve constructed this handy, brief explanation of long/short strategies, and by the time you’re done reading, you’ll have a much better understanding of this concept.

Click here to read more »

Topics: Successful Executive

3 Surefire Ways to Lock in Profits

Posted by Helyn Bolanis

Jul 14, 2015 9:45:00 AM

3 Surefire Ways to Lock in ProfitsImagine that you just inherited more money than you knew what to do with. What would your first steps be? How would you handle the money? What would you do?

If you’re like Nathan, who also recently inherited a large sum of money, you’d compile a list of specific questions regarding your new financial situation and pay a visit to a money manager.

Click here to read more »

Topics: Successful Executive

Technical vs. Fundamental Analysis: Which Fetches Investment Success?

Posted by Helyn Bolanis

Jul 13, 2015 10:35:00 AM

technical-vs-fundamental-analysis-which-fetches-investment-successIn the world of stock analysis, fundamental and technical analysis are on completely opposite sides of the spectrum.

At the most basic level, technical analysis approaches a security from the charts, while a fundamental analysis starts with the financial statements.

In the world of analyzing investments, these two terms—fundamental analysis and technical analysis—are used quite frequently by financial writers and pundits.

Click here to read more »

Topics: Disgruntled Investor

3 Myths Investors Like To Believe...and Investment Gurus Like to Promote!

Posted by Helyn Bolanis

Jul 10, 2015 10:15:00 AM

3-myths-investors-like-to-believe-and-investment-gurus-like-to-promoteYou need the essentials of investing, not the unnecessary fluff that can cloud your judgment!

Having advice offered by many sources is not new.  Everyone wants to help withtheir “expert” opinions, and sure, some of them are useful, but much of what you hear could actually be hurting your portfolio.

Separating helpful information from the superfluous can be confusing. Your time is precious, and learning what to focus on and what to ignore will help you to spend it wisely.

Read these myths then fuhgeddaboudit… they’re useless to you!

Click here to read more »

Topics: Successful Executive

Learn This One Effortless Investment Technique the Pros Keep Secret

Posted by Helyn Bolanis

Jul 9, 2015 10:00:00 AM

learn-this-one-effortless-investment-technique-the-pros-keep-secretThere’s an investment adage that goes, “sell your losers and let your winners run”. You’ve probably heard it at some point, and it makes sense, doesn’t it?

Selling your “losers” seems relatively straightforward, but “letting your winners run” is a bit tougher to figure out. How do professional money managers let the winners run?

We’re about to let you in on their little secret, and guess what—you can use it just like they do!

Click here to read more »

Topics: Disgruntled Investor

Want to Invest Like Warren Buffet? Here’s How You Can

Posted by Helyn Bolanis

Jul 8, 2015 9:35:00 AM

want-to-invest-like-warren-buffet-heres-how-you-canHave you ever wondered why a stock or the stock market takes off like a rocket, soaring higher and higher with no apparent rhyme or reason?

Sometimes it’s easier to understand why it’s going up. This is the case when a favorable announcement comes out; the Fed is adding more liquidity, or when the worry over Ebola or a Middle East war is adverted. Situations like these make sense in regards to the stock market going up.

Click here to read more »

Topics: Successful Executive

You Can Laugh at Retirement Worries—If You Follow This One Simple Idea

Posted by Helyn Bolanis

Jul 7, 2015 10:21:00 AM

you can laugh at retirement worries if you follow this one simple ideaRetirement planning always seems to begin the same way. You sit down with your financial advisor and figure out whether or not your investments and retirement plan assets are large enough for you to continue enjoying this standard of living that you’re used to.

But have you ever considered the idea that maybe; just maybe, all of the typical retirement advice that is thrown your way is backwards?

Click here to read more »

Topics: Retiring

Are You a Financially Disoriented Widow?

Posted by Helyn Bolanis

Jul 6, 2015 2:24:00 PM

are-you-a-financially-disoriented-widowBecoming a widow comes with a number of strong emotions and frustrations, especially when it comes to your financial situation. Many widows feel lost, confused, and unsure of their role as overseer of investments after their husband has passed.

Perhaps you’re perplexed, bewildered, and even rattled by the decisions that you must face. And that’s completely understandable—who wouldn’t be? After all, you’ve lost the one person you could always count on to make sure your financial ship was sailing in the right direction.

Click here to read more »

Topics: Widow

The Top Two Reasons Why Investors Fail Miserably

Posted by Helyn Bolanis

Jul 3, 2015 9:00:00 AM

top-two-reasons-why-investors-fail-miserablyYou won the Lottery!

You inherited a fortune from a long lost uncle!

You sold your business to a Venture Capitalist for a zillion bucks!

You robbed a bank (just kidding)!

Whether you lucked out and good fortune has just landed in your lap, or you are being justly rewarded for years of hard work, you share the same anxieties.

Click here to read more »

Topics: Newly Acquired Wealth

5 Essential Tips For Evaluating Your Investment Strategies

Posted by Helyn Bolanis

Jul 2, 2015 10:30:00 AM

5 Essential Tips For Evaluating Your Investment StrategiesThere are a few things you NEED to know about managing investments. Whether you’re just beginning or are a seasoned investor, there’s a good chance you’ll benefit from taking a step back and reading through this advice with an unbiased perspective.

Here are 5 essential pieces of advice to help you better manage your investments:

Click here to read more »

Topics: Successful Executive