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Wealth Management Blog

10 Keys to Growing Your Money

Posted by Steve Burns

Dec 11, 2014 2:50:00 PM

Pot_of_money

There are many simple principles that can make all the difference between allowing your money to grow instead of staying broke. Here is a very simple and quick top ten list that if followed with discipline can make a huge difference in a person’s financial life. These are simple principles but very difficult for most people to follow consistently over a long period of time of years and decades.

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Topics: Finances do it yourself investing

Wondering How to Protect Your Investments? You Are Not Alone

Posted by Helyn Bolanis

Nov 12, 2014 2:03:44 PM

webinarYou’re impatient to become a better investor.

And you want to make sure you don’t lose your nest egg.

So naturally you love investment tips.

You eagerly devour each new one, hoping to give your investment brain a small but valuable upgrade.

But in practice, new tips appear so regularly that you struggle to keep up.

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Topics: How to Invest Yourself investment advice Investments

Improve Your Investment Returns with 1 Unbelievably Simple Technique

Posted by Helyn Bolanis

Nov 12, 2014 9:30:00 AM

imrpove_returns_1Granted, most people (professional and non-professional alike) don’t know where the top of the market is.

But here's the thing: You don’t need to.

Forget about agonizing over where it is. 

If you could make 95% of the profit the stock is capable of, isn’t that good enough?

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Topics: Active Investment Management Good to Know do it yourself investing investment advice

Why Some People Always Make Money in the Stock Market

Posted by Helyn Bolanis

Nov 11, 2014 10:42:00 AM

Make_money_in_stock_marketYou’re smart, right?

Maybe you’re not working at NASA doing astrophysics, but you have done well for yourself, and have had good ideas and results when you invest.

So why does it seem that you’re not doing a better job making money. 

Been wondering?

I wrote this blog to show you exactly what’s happening and how to fix it. I think it’ll be an eye-opener.

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Topics: Active Investment Management do it yourself investing investment skills

You Don't Have to be an Investment Geek to Make Money with this Idea

Posted by Helyn Bolanis

Nov 6, 2014 4:22:00 PM

Short_a_stockEver wonder why a stock or the market just takes off like a rocket, with no apparent rhyme or reason?

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Topics: Active Investment Management Finances Good to Know

A Unique Approach to Better Investment Returns

Posted by Helyn Bolanis

Oct 31, 2014 4:58:50 PM

shutterstock_146154512My daughter Nichole is an EMBA graduate of the Peter Drucker School of Management in Claremont, California and as you can imagine, we have had many discussions over the years about the business wisdom of Peter Drucker, a Presidential Medal of Freedom recipient.

He mentions something I believe has a direct bearing on you, the clients and prospects of investment managers, albeit in a roundabout way.

He reminds firms that (successful) marketing is actually the process of getting to know what the customer wants and needs. If the product addresses their fears, their anxieties, their goals and their aspirations, then and only then can you expect they will buy the product willingly, without a need to coerce them into buying.

Assuming he is correct, what then is the customer’s role in the process?

And more specific – what is your role in the selection process of a firm?

If it's the job of a good firm to get to know all about you, how do you go about explaining yourself and your aspirations to the advisor?

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Topics: Investment Management Investment Strategy

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