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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. 

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You Are Not Alone

On 06/15/2012, in Marketing, by Jordan Wilson

I have seen a lot of John Hancock investing commercials on television recently.

I have never dealt personally or professionally with John Hancock so cannot opine on if they are a great firm or the Satans of insurance. But they sure make good commercials.

What do I mean? 

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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? 

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Emotional Investing Decisions

On 01/19/2012, in Investment Strategies, by Jordan Wilson

Investing based on emotions or instincts is a difficult issue.

So challenging that an entire field, Behavioural Finance, examines how investor psychology and emotions affect investment decisions.

Recently I read an article where the author believes that financial planners prefer clients with little investment knowledge. That way, it is easier to sell them whatever you want.

Yes, there are financial planners, brokers, etc., that operate this way. But in my experience, good financial planners would rather deal with well-educated investors.

And often the reason relates directly to emotional investing. 

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Photo for Sale

On 11/25/2011, in Alternative Investments, by Jordan Wilson

I took a great photo the other day and am looking to sell it.

What would you pay?

It is a pretty picture. Lovely river, green grass. 

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Should investors be buying gold?

A good question for today.

An equally good question is should you rely on expert advice?

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Rebalance Through Profit Taking

On 07/05/2011, in Investment Strategies, by Jordan Wilson

In How to Rebalance an Investment Portfolio, I stated that it is generally preferable to reallocate future acquisitions rather than divesting existing assets to get back to your target asset allocation.

A big reason for this is to defer capital gains taxes payable from selling outperforming assets. The longer you keep your wealth in your possession, the better your compound returns will be. This is a problem when triggering taxes on asset sales. 

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Money Making Mistakes

On 06/01/2011, in Investment Strategies, by Jordan Wilson

Some interesting examples of money making mistakes courtesy of CNNMoney.

Superficially, they each provide decent advice for individuals.

But they also provide deeper lessons for investors.

And an overall moral that applies to all examples. 

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Discipline With Dollar Cost Averaging

On 03/16/2011, in Investment Strategies, by Jordan Wilson

I like disciplined investing.

For me that means following a well-planned strategy, with minimal emotion.

Unfortunately, many investors are not disciplined. 

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Liquidity Risk for Investors

On 05/26/2010, in Investment Concepts, by Jordan Wilson

Liquidity is an extremely important consideration when analyzing investments.

For investors, liquidity relates to the ease in buying or selling an asset.

Time delays and pressures or fluctuations in pricing, make it difficult for investors to minimize their purchase costs or maximize their sales prices.

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