Competition between fund providers continues to result in lower fees on exchange traded funds (ETFs).

A very good thing if you are a proponent of cost minimization when investing.

I read a short article that discusses this subject and makes a couple of useful side points. 

Continue reading »

Types of Stock Traders

On 06/14/2013, in Investment Strategies, by Jordan Wilson

Investors come in all shapes and sizes.

There are also a multitude of ways to trade investments.

Today a brief look at the various types of traders. 

Continue reading »

Tips to Diversify Your Portfolio

On 05/12/2013, in Investment Strategies, by Jordan Wilson

Diversification is crucial for long-term investment success.

Proper diversification, that is.

Today, how to better diversify your investment portfolio. 

Continue reading »

3 Essential Investment Rules

On 04/09/2013, in Investment Strategies, by Jordan Wilson

StreetAuthority looks at three essential investment rules of master investor, Peter Lynch.

Excellent investment advice for those wishing to invest in individual equities.

Unfortunately, I do not know any non-professional investors who could actually follow two of the three keys. Ah, the joys of investment advice.

Continue reading »

How do investors use exchange traded funds (ETFs)?

Many investors utilize ETFs as a cost-efficient means to create long-term, well-diversified portfolios. But some investors use them for other investment tactics.

Continue reading »

Are Investors Driven to Trade?

On 07/26/2012, in Investment Strategies, by Jordan Wilson

I like a general buy and hold philosophy for investing. Find solid, well-diversfied, low-cost investments (i.e., passively managed index funds), acquire by dollar cost averaging, and only adjust holdings to reflect your target asset allocation over time.

But can investors follow this model?

Or are we hard-wired to be traders? 

Continue reading »

Vanguard 2012 Economic Outlook

On 06/08/2012, in Economics, Learning to Invest, by Jordan Wilson

As we move through 2012, uncertainty exists over global economic and financial markets.

Which countries’ economies will prosper? Or maybe the better question is, which countries’ economies will not completely crater in 2012? Which equity markets should investors consider? What should I do about all the market volatility?

There are many concerns out there for investors.

Continue reading »

There are many variables that make successful investing a challenge.

And one of your biggest foes may just be you.

What do I mean by this? 

Continue reading »

Knight Kiplinger, head of Kiplinger financial media, created a nice asset management video.

8 Keys to Financial Security is exactly that. Tips for protecting your assets and growing wealth.

As per usual, I add my two-cents to Mr. Kiplinger’s wealth management recommendations. 

Continue reading »

Is Buy and Hold Investing Dead?

On 03/12/2012, in Investment Strategies, by Jordan Wilson

Is the buy and hold investment strategy dead?

I have argued no in previous posts. There are many advantages for investors who utilize a buy and hold approach.

A short video from Vanguard nicely summarizes my position. 

Continue reading »

© 2009-2016 Personal Wealth Management All Rights Reserved -- Copyright notice by Blog Copyright