NEWS & UPDATES

December 8, 2018

Overcoming your own emotions is the primary factor in the success of your investments. 

I teach my students about many factors that effect investments and methods of analytical decision making.  Including technical, fundamental, and macro economic factors like currency, trade, markets, politics, social trends, and new technologies, but none of this matters...

September 1, 2018

Planning for Your Business
"If you fail to plan, you are planning to fail!" Benjamin Franklin

Have a "Business Plan" to pushing for success; a "Business Exit Plan" plan for what's next and be ready for the worst; and a "Continuity of Operations Plan (COOP)" to be prepared to overcome anything.

You don't need everything in place on day one. As Voltaire made...

There are many share classes for mutual and they are standardized across all the mutual fund companies. Funds from the same mutual fund company are commonly referred to as fund families.  Even though there are many share classes they fall into three basic categories.

You can think of share classes like using a car to commute to work.  If you only needed t...

January 27, 2018

We are introducing a new tool on www.1SmartStep.Org to help DIY investors determine how they should distribute they portfolio based on their financial position, risk tolerance and retirement timeline.  The new tool breaks investments into (6) six categories: cash equivalents, income, growth & income, growth, aggressive, and speculative. These correspond t...

Planning for Your Business

Success doesn't just happen. Have a "Business Plan" to pushing for success; a "Business Exit Plan" plan for the worst; and a "Continuity of Operations (COOP) Plan" to be prepared for everything.  This more a list of things you need to think about and plan in the process of running a business. 

To get your business started y...

You can pay vastly different amounts to invest, but it’s not always clear how these fees add up.  Keep in mind fees are not inherently bad, as long as they are outweighed by the benefit.  In this vein we will compare commissions, sales, and transaction fees; we will assume that you only buy quality mutual funds whose internal fees are offset by increased...

Overcoming your own emotions is the primary factor in the success of your investments. 

I teach my students about many factors that effect investments and methods of analytical decision making.  Including technical, fundamental, and macro economic factors like currency, trade, markets, politics, social trends, and new technologies, but none of this matters...

Many so called "independent" advisors have conflicts of interest. Is your fiduciary actually working in your best interest? So how do you now if your receiving biased advice?

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Disclaimer: The information on this site is general in nature and provided for informational, educational, training and discussion purposes only; and is not legal, health, investment or tax advice. Under no circumstances does this information represent a recommendation to buy or sell securities.  Although we strive for quality we don’t guaranty the accuracy of the information provided and assumes no liability for any damages or loss arising from its use.

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