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Wealth Management Blog

Calling all Baby Boomers in Need of Down to Earth, Actionable Information About Investing

Posted by Helyn Bolanis

Oct 28, 2014 2:43:00 PM

webinar-blogWe know you have a great weight you carry on your shoulders.

It's your family's wealth

You did a great job in acquiring and saving after many years of working, or because your parents or grandparents did so. But now, your biggest job is not to lose it and make sure it remains for you and your family going forward. And this mega responsibility is a constant companion, one you think about every day.

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Topics: Investment Management Investment Strategy

The 4 Surprisingly Simple Steps to Trading Stocks Successfully

Posted by Helyn Bolanis

Sep 26, 2014 4:37:00 PM

4-tradingJoin me... Helyn Bolanis for Parlan Financial Corporations Webinar “The 4 Surprisingly Simple Steps to Trading Stocks Successfully,” a behind the scenes look at how the experts trade.

 

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The Top 20 Stock Market Legends

Posted by Helyn Bolanis

Aug 1, 2014 1:32:16 PM

andrew-abrahamAndrew Abraham

Andrew Abraham has been in the financial arena since 1990. He is a commodity trading advisor and co-manager of a Commodity Pool. Since 1993 Andrew has been a proponent of quantitative mechanical trading programs. Throughout his experiences in the markets, he has seen virtually every type of market scenario as well as every mistake possible an investor could make. Through this knowledge he has built proprietary programs that trade financial and commodity futures.

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Topics: Investment Management Good to Know

Learn from the Man Who Made and Lost Millions in the Stock Market Here...

Posted by Helyn Bolanis

Jul 30, 2014 11:38:00 AM

jesse_livermoreJesse Livermore first became famous after the Panic of 1907 when he sold the market short as it crashed. He noticed conditions where a lack of capital existed to buy stock.

Accordingly, he predicted that there would be a sharp drop in prices when many speculators were simultaneously forced to sell by margin calls and a lack of credit. With the lack of capital, there would be no buyers in sight to absorb the sold stock, further driving down prices. After the crash and its aftermath, he was worth $3 million.

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Topics: Good to Know investment advice

Industry Legend Offers Timeless Advice: Learn from Your Failures in the Stock Market

Posted by Helyn Bolanis

Jul 28, 2014 11:08:39 AM

timeless-adviceWhenever I have lost money in the stock market I have always considered that I have learned something; that if I have lost money I have gained experience, so that the money really went for a tuition fee. A man has to have experience and he has to pay for it.”- Jesse Livermore

One of my favorite quotes is from the British statesman Winston Churchill. He said “Success is walking from failure to failure with no loss of enthusiasm.” It says to me that strength doesn’t come from what you can do, it come from overcoming the things you once thought you couldn’t. Learning from our failures. Another famous quote from him is “we have nothing to fear but fear itself”. How eloquent.

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Topics: Good to Know investment advice

An Introduction To Trend Following On Stocks

Posted by Jon Boorman

Jul 25, 2014 11:30:00 AM

trend-followingTrend Following is traditionally associated with futures markets and the 'Managed Futures' industry. These fund managers are usually Commodity Trading Advisors (CTA's), and many well-known managers use a systematic process designed to benefit from up or down trends in all kinds of markets; equity indices, bonds, currencies, and commodities. To many, it is simply known as 'Trend Following', and it offers investors diversification within their portfolios given its performance is often uncorrelated to that of the stockmarket.

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Topics: Investment Strategy Good to Know

Develop a Trading System to Prevent Disaster Trading Stocks

Posted by Helyn Bolanis

Jul 23, 2014 1:43:00 PM

trading-system

“Trade with a complete plan knowing exactly what to buy/sell…how much to buy/sell and know exactly when the trade does not work.”    - Andrew Abraham

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Topics: Investment Strategy Good to Know

Don’t Let Greed, Fear and Regret Sabotage Your Investing Success

Posted by Helyn Bolanis

Jul 21, 2014 2:38:00 PM

greed-greed-regret

Understand the larger framework in which trading occurs - how the complexity of the marketplace and your personality both must be taken into account in order to develop the mastery of trading.”- Ari Kiev

Have you ever heard these words? YOU DID WHAT? An incredulous voice questions your thinking and emotions, asking why in the world you did what you did.

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Topics: Investment Strategy Good to Know

Never Add to your Losses In the Stock Market

Posted by Helyn Bolanis

Jul 18, 2014 3:34:53 PM

add-to-your-lossesNever, under any circumstance add to a losing position... ever! Nothing more need be said; to do otherwise will eventually and absolutely lead to ruin!”-Dennis Gartman 

For me, this is the hardest part of investing…. Losing!

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Topics: Good to Know investment skills

Protect Your Profits Like a Junk Yard Dog

Posted by Helyn Bolanis

Jul 18, 2014 10:00:00 AM

junkyard-dogDon't focus on making more money; focus on protecting what you have.”- Paul Tudor Jones

There’s an old saying about money. “It’s not about how much you make; it’s about how much you keep.” This applies to wages from employment as well as earnings in the stock market. At this point in your investment journey you have made a decent profit, you surely don’t want to lose it.

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Topics: Investment Strategy Good to Know