“Bulls Make Money. Bears Make Money. Pigs Get Slaughtered.” This popular Wall Street maxim reflects the mindset of traders: while markets will trend towards hills and valleys, traders can make money in either direction…
Individual investors often are advised to invest in growth stocks and comparable investments in their younger years for wealth building and then adjust the portfolio in one’s later years more towards income based investments.…
It’s no secret that AI has captured the imagination of many growth oriented investors, which is a big reason why the Magnificent 7 tech stocks have been so strong in leading the S&P 500…
One of the most unforeseen investment trends to emerge over the past few years is the level of strong interest demonstrated by Gen-Z in dividend stocks, an asset class category generally populated by retirees.…
For 28 years, semiconductor company Cree, Inc. traded on the NASDAQ. It specialized in the use of silicon carbide (used in LEDs) and gallium nitride to manufacture wide-bandgap chips, which have much higher tolerances…
Midstream companies can be looked upon as the oil and gas industry equivalent of UPS, or more accurately, Amazon Prime Delivery. In the same way Amazon Prime imports, sorts and separately packages bulk delivered…
High-yield dividend stocks are a staple asset class category that is routinely sought and desired by income based investors, especially retirees. In one’s golden years, the desire for investment profit gains usually lag behind…
By and large, investments usually are geared to deliver 1) capital appreciation, or 2) income. Very often, the higher either goal is emphasized, the greater the ratio is skewed, so that those delivering fat…
Benjamin Franklin is credited with the saying, “Nothing is certain except death and taxes.” While taxes and the aftermath of death and estate management issues are frequent 24/7 Wall Street topics, less covered is…
The global funeral services care market is expanding worldwide. Several market research companies concur that some of the strongest regional CAGR rates are projected as follows from the present to 2031: North America: 5.2%…
The notion of creating a vehicle for individual investors of modest means to access a mix of securities on an incremental basis goes to the heart of mutual funds. The first US mutual fund…
There is a rarely discussed real estate shortage that has cropped up in cities around the world. Since the 1970s, Japan, Hong Kong, and South Korea all have steered the majority of their funeral…
Financial advice radio host Dave Ramsey says the question you ask when faced with a purchase reveals everything about your financial mindset. Backed by Federal Reserve data showing $18.8 trillion in household debt and…
Prior to 2008, some of the more popular US banking institutions included: Lehman Brothers Bear Stearns Wachovia Bank Washington Mutual Merrill-Lynch IndyMac As depicted in the 2015 movie, The Long Short, the unsustainable subprime…
During the disastrous, inflation-fueled 2021-2024 period of American history, falling bond prices and high yields proliferated. The S&P 500 fluctuated between 3,400 and 4,400 and back down again. The buying power of the dollar…
In addition to its pioneering work in animation and in theme parks, perhaps the most significant asset that Walt Disney devised was the Disney brand. Name value association and the premiums that recognition can…
When President Trump announced his reciprocal tariff policies, international markets were rocked as companies in those countries were facing massive tariff hikes, but China was singled out in particular. This was due to China’s…
According to the Senior Citizens League, loss of buying power is the #1 concern facing retirees in the US, with 92% listing it among their greatest fears in a recent survey. When retirees are…
Income hungry investors are often continually on the lookout for high yielding dividend stocks for their portfolios. Despite high profiles and mentions in the Wall Street Journal or Forbes, international stocks are often overlooked.…
Real estate investment trusts (REITs) are a popular investment sector of particular interest to income-based investors. For centuries, and transcending many nations and cultures, real estate has always been looked upon as a source…
