Investment Strategies

Calendar momentum and summer market cyclicality May marks the beginning of the frequently-feared potential summer swoon in financial markets, a period – not ending until October – when stocks and other instruments of their ilk have “historically” posted poor returns,…

What are blue chip stocks? Blue chip stocks, of course, line the lists of the Dow Jones Industrial Average and S&P 500. We are talking about companies like Coca Cola, and often companies with high dividend yields. Blue chips –…

Here’s just a couple of the wealth rescue themes I developed in my Amazon bestseller, Financial Storm Warning for Investors. They could really help you to prosper in difficult times. Learn to invest tactically – market timing works if you…

I see three big dangers to your financial security and retirement well-being and income. Risk of a long and deep market crash. Since COVID, stock market valuations have been flying very high. Are we seeing another tech-stock-driven “bubble”? Bubbles always…

Is your portfolio on autopilot? When the markets are good, investors tend to expect blue skies forever. When things turn, there’s a tendency to adopt a “hang in there, it always bounces back” mentality. This buy-and-hold philosophy has become standard…