“How” to include more Asset Classes in a portfolio requires an understanding of some basic mathematical principles. In this case, the term in the spotlight is “correlation.” When two variables move together, they are called “correlated.”
Today we address novice investors who have accumulated substantial funds in their investment accounts. For these people, it is time to begin the process of diversifying holdings.
The purpose of this introduction is to provide a “how-to” for (mostly young) people who have never invested in the stock and bond markets. Van Wie Financial has 2 goals – protecting novice investors from unscrupulous brokers and insurance salespeople, and maximizing beginners’ probabilities for long-term success.
The U.S. Government realized many decades ago that too many Americans were not properly preparing for a financial future in retirement. Social Security was never intended to be the source of all retirement income. The traditional Pension Plan was neither universal nor financially secure due to underfunding.
On September 12th, 2020, Adam went over the different types of investors on the weekly radio show. For those of you who missed it, here are the different types of investors Adam mentioned!
While Biden’s individual and corporate tax plan is out in some detail, Trump’s overall plan contains only generalities so far. Yet, a clear choice is presented, due to the fundamental approach taken by the two proposals. The former plan increases taxes on people and corporations, and the latter reduces taxes for nearly everyone. Take a preliminary look at the differences.
Being the political season, some Presidential hopefuls are consistently misleading potential voters by making impossible promises. Among the most egregious is, “free healthcare for all,” which is touted in various boastful campaign promises.
Ida May Fuller; a name that made history. The date was January 31, 1940, and the check in Fuller’s mailbox in Ludlow, Vermont was from the U.S. Social Security System.
During 107 years of the (Keynesian) FED, the American Dollar has lost over 96% of its original value. Any private enterprise displaying that degree of incompetence would go bankrupt and be put out of business. After all, we can’t print our own money. Governments can print money, but they can’t print wealth.