Have a Vision…Have a Plan

How You Invest Your Money Is A Reflection of You. Companies historically have been the best means to grow purchasing power over time. It is always best to have a plan. Planning causes you to focus on your investment thesis and a long-term...

Know What You Own!

We highlight the investment philosophies of Peter Lynch.  Lynch took over the Magellan Fund at age 33 in 1977. Perhaps his biggest contribution to the Finance world was his book ‘One Up On Wall Street’. His basic approach to investing could best be...

Quality Never Goes Out of Style

Valuations on Value, Financials, and Dividend stocks are going up…driving prices up on those stocks. High rates on short-term T-Bills and CDs keep people out of the market. These are both good signs for the stock market. We discuss the difference between growth...

The Wall of Worry

Every blow that should have made people hopeless yet things have survived and some thrived. Don’t get worried about your investments…get educated about...

Money Makes People Nervous

The majority of people worry about running out of money in retirement. Money makes people nervous. Retirement is flexibility. Your portfolio should also be flexible and an arm of the overall productivity of a...

The Importance of Interest rates

What happens to interest rates during a recession? No price in the economy is as important as the cost of money. Interest rates are the cost of borrowing money. When the demand for money drops…interest rates...
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