Oftentimes clients tell me, "Bob, I understand it's good to diversify but I'm very busy and I really don't have the time to consider all the nine (9) sectors you've described to me. Isn't there one investment that I can...
What’s The Point?
We've been discussing different STYLES for your investments (Value, Blend and Growth). We've also described the SIZE of your investment choices (Large, Mid and Small caps). WHY? It is to build a solid foundation for diversifying your investments. It...
When Bigger Isn’t Always Better
A second way we can classify stocks and or funds is the market capitalization of an individual company. First we need to define market capitalization. This refers to the total value of all the outstanding shares of a company. We...
Such A Daunting Task
There are over 20,000 mutual funds, not to mention individual stock and bond offerings. So finding your ideal investment is literally a daunting task. Over the rest of our blogs we will intermittently offer some hopefully useful advice on where...
Can’t Decide Bewtween Value and Growth?
We've now covered two areas in our style box and if you have trouble deciding which way to go, there is an alternative. Yes there is a third style box. Blend. Before you think that the portfolio manager cannot decide...
Growth In Your Investments
We are in the process of identifying different types of investments for your Business Succession Plans. Our last post reflected on VALUE investing. In this sector, we focus are stocks/funds that are selling below what their real price is. Our...