Investments

Stock vs. Stock Piling: Are Tangible Investments Better?

February 2, 2012
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(Guest Post by Kelsey Libert) When you start to invest beyond having a savings account and a good insurance, you run into a multitude of choices. This is where a lot of people freeze up, and either don’t do anything or just do the first thing that pops into their head. There are literally thousands [...]

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Where are DINKS Investing? In Equity Mutual Funds!

December 28, 2011

Good Morning DINKS.  Today is the first post in a new series we are starting called Where Are DINKS Investing? This series will highlight different types of investments, where they invest, what they buy, why we should have them, and how we can buy them.  As a Financial Planner I have my own preference of [...]

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5 Investing Tips for People of All Ages!

November 9, 2011

Good Morning DINKS.  Today we are discussing easy investment tips for investors of all ages.  If you are new to investing or you are a veteran then these tips can help you be successful while investing.  Just because we have been investing for a long time doesn’t mean that we know what we are doing.  [...]

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Where You Should Be Investing Your Money!

November 1, 2011

Good Morning DINKS, I hope that all is well today in your neck of the woods, suburban home, or metropolitan concrete jungle. As market fluctuations are still a part our daily lives and changes in the value of our Investment Portfolios are still inevitable, investors are looking for alternative Investment options.  But the truth is [...]

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#1 Rule of Investing: Don’t Take Advice From Your Neighbor!

October 18, 2011

This week I had a client come into my office and say something very ignorant about his investments and I feel the need to share.  First of all let me start by saying that my job as a Financial Planner is to give clients personal financial advice and help them plan for their short and [...]

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Personal Emotions should not be a factor in Personal Finance

October 10, 2011

Good Morning DINKS.  Today we are discussing maybe the biggest mistake that we can make with our Investment, Savings, and Retirement Accounts; today we are discussing the mistake of making investment decisions based on our personal emotions.  As the case with many things in our lives that we do, people also  invest with their emotions. [...]

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A Guaranteed Stock Market Investment

October 5, 2011

A Stock Index GIC or a Market Linked GIC is a Guaranteed Investment Certificate (Term Deposit) that guarantees our capital investment but offers the possibility of a higher rate of return.  Our capital investment in a Market Linked GIC is always guaranteed, but our interest is to be determined based on the performance of a [...]

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How to Diversify Your Retirement Portfolio

September 28, 2011

There is no better time than the present to review our Personal Retirement Portfolios.  The end of the third quarter is quickly approaching and we will soon be receiving our September 30th account statements in the mail. We have always said that Investing is a personal decision.  You don’t have to be a Personal Finance [...]

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Exchange Traded Funds and Latin America

August 18, 2011

Good Morning DINKS.  Today we are discussing a popular investment option that may sometimes be overlooked by investors. Exchange Traded Funds can add diversification to an investment portfolio as well as give us exposure to Foreign or Emerging Markets. What is an ETF? An Exchange Traded Fund is the perfect balance between a Stock and [...]

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Blow It, Extract It, Drill It.

August 4, 2011

People who invest in the stock market may be looking for secure investments that provide a steady fixed income on a monthly basis. Some other investors may be looking for their portfolio to grow over the short or long term.  As a Financial Advisor I definitely don’t support investing for the short term and trying [...]

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