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Featured, Taking Stock, Your Financial Fitness »

[24 May 2013 | 5 Comments | 5,379 views]
Strategies and guidelines to building your own “bank” of savings for financial security

When you are the active “CEO/CFO and Chairman” of your money, it will perform better than simply leaving it in the hands of an advisor.
Only you know you the best:  your particular financial situation, your risk tolerance, your time horizon, investment objectives, your financial needs and wants, your financial obligations now and in the future; … the future? … you “bet” your life – literally – if you don’t know and consider these very crucial concerns!!!
You must be the master of your own monetary destiny. Keep in mind that the …

Taking Stock »

[25 Jul 2012 | Comments Off | 1,162 views]
Do ETFs affect a stock’s performance?

“It’s almost as important, or more important, to figure out if a company or a stock that you own is in an ETF and if that ETF is getting flows; because the likelihood of that stock’s performance over the next three to five years is going to be much more about whether or not it’s in the right ETF, almost as much so, of if in fact they’re delivering the earnings. – CNBC‘s Gary Kaminsky looks at trends in capital markets and why investors should know how much of their …

Risky Business, Taking Stock »

[23 Jul 2012 | Comments Off | 1,154 views]
CANT-OR WON’T?  STOCK Act is a bit “loopy”! – updated

Washington (CNN) – It was a rare show of bipartisanship – President Barack Obama, flanked by Democrats and Republicans in April, signing into law a bill that would ban insider trading on Capitol Hill. The measure, known as the STOCK Act, had passed the House and Senate at warp speed.
“The powerful shouldn’t get to create one set of rules for themselves and another set of rules for everybody else,” the president said at the time.
Lawmakers proclaimed that the bill, officially called the Stop Trading on Congressional Knowledge Act, would restore …

Taking Stock, Your Financial Fitness »

[25 Feb 2012 | Comments Off | 1,355 views]
How much do you “long” to make money and build financial security …, a “lot”?

Seriously, invest time learning all you can about investing:  the lingo, the tools, the fundamentals and technicals, the strategies, the various viewpoints until you understand the content to take control of your own money, to become a successful, self-directed investor to, at the very least, constantly grow a substantial savings that will stay ahead of inflation and the cost of living.
Plus, be able to preserve that constant savings (principal) for your future needs, for emergencies, for living comfortably within, better yet below, your means to build even more principal thus …

Taking Stock »

[21 Feb 2012 | Comments Off | 1,165 views]
What Now 13,000 Dow … And Just How Much Is Bull?

You might want to take into consideration what some professional traders are thinking, saying, and doing or not doing while the chartists and technicians plot their particular course and analysts analyze; but, decide for yourself what your “position” should be in these markets. Get educated, do your homework and research, stay informed, create your own strategy, before you take your own positions that best suit your risk tolerance, time horizon, and objectives.
Dow Breaks Above 13,000
(video 4:20)

The Traders’ Take
(video 7:22)

The View From A Technical Analyst – Why The Dow Needs 13,260 …

Account For Change, Taking Stock, Your Financial Fitness »

[7 Feb 2012 | Comments Off | 1,290 views]
New 401(k) rules bring changes, choices, and greater transparency and how they will impact your retirement.

Beginning July 1, the 401(k) providers must begin disclosing fees; plus, there are some new proposals “coming out from the treasury department that may have an even greater effect for retirees who want a secure income stream for life.”
“New 401K options and greater transparency over fees are designed to give workers and retirees more control over their retirement savings.”
CNBC’s Sharon Epperson reports.
(video 3:03)

Taking Stock, Your Financial Fitness »

[7 Jan 2012 | Comments Off | 1,675 views]
Guidance For Your 401(k) – Taking Control Of Your Funds, Your Financial Future – UPDATE 1/10/2012

It is imperative to understand how the marketing and advertising in the (retirement fund, mutual fund) industry works, so that your money is invested in the best investment vehicle for your particular individual profile:  your financial situation, your risk tolerance, your time horizon, your investment objectives, to name a few concerns.
Equally important is the consideration as to whether your money is best invested in an actively-managed fund vs. an index fund, especially while taking into account the fund fees that are charged, often obscurely, that can make a huge difference …

Taking Stock »

[16 Nov 2011 | 2 Comments | 1,620 views]
Warren Buffett and Mark Cuban address investing and the economic and business outlook, plus Cuban’s view on the issue of lower corporate taxes.

Smart investment decisions require study and listening to the viewpoints of experienced investors and successful entrepreneurs, though many have very different strategies and views about investing.  The goal is to learn how to think for yourself, how to arrive at your own conclusions based on all the information that you can accumulate, to not get caught up in the herd mentality, to avoid the vulnerability and potentially harmful consequences from blindly engaging in the actions of others.  No one knows you better than you do, so adopting the words and …