Tuesday , 20 November 2018


Monthly Archives: May 2017

15 Criteria for Choosing an Investment Advisor

An investment advisor friend of mine recently asked me to summarize for him the criteria I would use if I were looking to identify an investment advisor to work with and I came up with 15 characteristics I would look for in what for me would be an 'ideal investment advisor' which I would like to share with you. Words: 679

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Use These 11 Math Equations & Budget Like A Genius

Math class seemed pointless back in the day, but it turns out all those confusing equations are quite useful....We've rounded up 11 math equations that can be used every single day. Write them down, whip out your pencil, and prepare to budget like a genius.

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Getting Lost in the Investment Maze? Get a New GPS

Getting from point A to point B in the real world can be quite simple. In the investment world, the roadways are constantly shifting. Changes in interest rates, tax policies, unemployment, fiscal initiatives can represent obstacles and navigating these winding paths can require your very own GPS advice. Words: 494

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Your Portfolio Isn’t Adequately Diversified Without 7-15% in Precious Metals – Here’s Why

The traditional view of portfolio management is that three asset classes, stocks, bonds and cash, are sufficient to achieve diversification. This view is, quite simply, wrong because over the past 10 years gold, silver and platinum have singularly outperformed virtually all major widely accepted investment indexes. Precious metals should be considered an independent asset class and an allocation to precious metals, as the most uncorrelated asset group, is essential for proper portfolio diversification.

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