5 Things Investors Need to Worry About for the Rest of 2016

5 Things Investors Need to Worry About for the Rest of 2016We are generally very optimistic investors. And why not? We have, in 30 years of investing, seen nearly every crisis and market panic possible, and still markets are at record highs. We have no particular worries about current equity market conditions. However, that in no way means an investor should be complacent. We have not seen a major market correction in some time, and markets never go straight up. We…

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The 5 Hot Sectors To Invest In

The 5 Hot Sectors To Invest InInvestors, it seems, are always looking for the “next great thing.” Since individual stocks are so hard to pick, though, some investors look for investment “themes” instead. They figure if they can latch onto an emerging or hot trend, then it matters less what stock they actually buy within that trend — since they all might do well. This can, in our view, be a dangerous exercise. Usually “hot” themes…

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Designing a Dividend Portfolio

Designing a Dividend PortfolioOver the years I’ve continued to take on the occasional client in my consulting business; helping a few small businesses, individual investors and the odd institutional investor. Over the past 16 months I’ve been working with a couple whose intentions have been to build their own dividend growth portfolio for retirement after being with various financial advisors for years. Portfolio Construction is one of the most daunting tasks an individual…

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