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The Smarter Investor

May 2012


Investing Secrets of the Ultra-Wealthy

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Pssst. Want to know a secret? Want to know how the ultra-affluent ($30+ million) are managing their money in unstable times like these? You may be surprised to learn that they invest a whole lot differently than you or your adviser.

According to the IPI (Institute for Private Investors), there are ...

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TAGS:
investing
mutual funds

Financial Strategies for a Lifetime

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As you move through life, different financial issues will be of primary concern at various stages. Your financial concerns when you start your first job will be very different from your concerns as you approach retirement age. Some tips to consider along the way include:

Your first job

  • Establish ...
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    TAGS:
    investing
    mutual funds

    Some Lessons From the Facebook IPO

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    I have no idea whether Facebook stock will ultimately pan out to be a solid investment. In the short term, the stock is in the red following its IPO debut. A few thoughts:

    IPOs can be hit or miss. On the plus side, Google debuted in August of 2004 at $85 per share and currently trades at just over ...

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    TAGS:
    mutual funds
    investing

    401(k) Investing: Getting Personal

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    This is a good chance for me to remind you that the markets are not out to get you or your 401(k) investments. If I tried to tell you that during times of extreme economic turmoil, you might not believe me.

    The market will inevitably trip, stumble, or fall sometimes. When your portfolio does hit ...

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    TAGS:
    investing
    mutual funds

    Investing Like a Poker Player

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    On a recent business trip to Pittsburgh, PA, I had the pleasure of hanging out with one of the best advisers in the country, Michael Reese from Michigan. But it wasn’t his financial prowess that impressed me; it was his mastery of poker. That’s right, poker. So, it got me thinking: Can investors do ...

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    TAGS:
    investing
    mutual funds