49 Long/Short Investing Strategy

When investing, broad diversification can reduce your risk.  Many investors limit themselves to bond funds and stock funds.  In many 401k, and other employer sponsored plans, bond and stock funds are the only option.

The stock market is at all time highs and with this current administration there is  much uncertainty.  Bonds currently offer very low interest rates.

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#16 Stock Trading Strategies – Ask a Fee Only Financial Planner

In this podcast I will answer the question: How can I make more money in the stock market?

Podcast #16 can be found below. You can also see our video (Video #16) and blog (Blog 36) on the same topic.

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36 Stock Trading Investment Strategies

I spoke with a fellow financial planner at a recent professional meeting who used to be a day trader.  He told me that he would have stretches of good success and then down times that would wipe out all of his gains. He said that with the high speed trading that goes on today, there is little room for profit for small day traders. He now follows an asset allocation approach.

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27 Ten Mutual funds and ETFs with the Highest Expense Ratios

There is a cost for an investment company to operate a mutual funds and ETFs. It includes the manager’s fees, administrative costs, compliance, trading costs, 12b-1 fees (sales fee for the company who sold you the fund) and advertising. The expense ratio is a percentage that directly lowers the return to a fund’s investors.

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#4 – Alternative Investments gold, real estate – Ask a Fee Only Financial Planner

In this podcast I will answer the question: Is there anything else I should be investing in besides stocks and bonds?

The blog that addresses this question can be found at: 7 Alternative Investment – Gold and REITs

You can find our other podcasts at: Ask a Fee Only Financial Planner podcast and on iTunes

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11 Initial Public Offerings (IPOs)

An Initial Public Offering (IPO) is the first time a company sells its stock to the public on a stock exchange. Besides being the first chance to own a cutting edge company, it can be exciting because there can be large price swings IPOs generate and can involve leading-edge companies. They can also be profitable for the issuing companies, investment banks and skilled traders. Long-term investors may not fare as well.

IPOs are often issued by smaller, younger companies seeking the capital to expand, but can also be done by large privately owned companies looking to become publicly traded.

In an IPO, the issuer obtains the assistance of an underwriting firm, which helps it determine what type of security to issue (common or preferred), the best offering price and the time to bring it to market.

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7 Alternative Investment – Gold and REITs

What else besides stocks and bonds should I be investing in?  In this blog I will be discussing investing in alternative investments – gold and real estate in particular.

Alternative investments provide a non-correlated investment that help protect an investors assets and improve return in the long run.  Alternative investments include:

  • Precions metals (gold, silver, platnum, …)
  • Real estate
  • MLPs, energy and income investing
  • Other commodities (oil, gas, agricultural products, and other hard assets)
  • Advisor solutions for due diligence, asset allocation and manager selection
  • Preferred stock

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