Young Investors: Tips to Start Investing Early
Young investors have the opportunity to grow even more wealth thanks to compound interest and tax-advantaged investments while also gaining financial literacy skills from a young age.
Delta variant & investor implications
In this episode, Marcelo, Ruben and Keith talk about how the Delta variant has impacted investors so far, what we’ve seen in the bond and stock markets, the pitfalls you need to avoid as an investor, why your investment philosophy is your biggest asset, and so much more!
Pump and Dump is Alive and Well
What makes investors vulnerable and hurt financially after being drawn into schemes and scams that turn out to be too good to be true.
EBI – Principal #3: Choose Indexing to Implement Your Portfolio
We think the best way to achieving your financial goals is through index-based or passively managed asset class investment vehicles, learn why!
EBI – Principle #2: Diversify Your Asset Classes
It is critical to understand both the importance of diversification and why you should consider this strategy within your investment approach.
EBI – Principle #1: Invest in Asset Classes
There are 4 main principles of evidence-based investing every empowered investor needs to know, today we start with investing in asset classes
Winning Through Evidence-Based Investing
An evidence-based strategy is a scientific approach to investing where investment decisions are based on historic facts and research.
The Investment Policy Statement
An investment policy statement empowers you as an investor – consider a map for how we invest today, tomorrow, and in the future
Investment Pitfall #4: Failing to Diversify Properly
Having a properly diversified portfolio is the best defense against the unexpected events that inevitably affect the financial markets.
Investment Pitfall #3: Chasing Performance and Trying to Outsmart the Market
It’s natural to want to outsmart the market and it’s easy to see why timing the market and chasing performance are so tempting. But don’t!
Investment Pitfall #2: Building Portfolios Based on Predictions
What are the main sources and dangers of financial predictions and how have some past predictions stacked up against actual outcomes?
Investment Pitfall #1: Not Having an Investment Philosophy
Today we discuss why you need a strategy to avoid making investment mistakes and the components and criteria of an investment philosophy.