Investments

Not All Structured Notes Are Bad, But There Are Downsides To Know

Ever since 2012, I’ve invested in equity structured notes to provide for some downside protection. Structured notes have sometimes gotten a bad reputation because they may be complex and expensive. However, just because you don’t understand something doesn’t mean you should burn it at the stake. If a structured note can give you the courage […]

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Strong Reasons For Hiring A Financial Advisor Or Investment Manager

Although I’m a DIY investor and encourage people to figure out how to invest themselves, there’s absolutely a place for hiring a financial advisor or investment manager to manage your money, or at least a portion of it. Back in 2015, I did some consulting for a fintech startup called Motif Investing down in San

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DIY Investing: An Easy Guide To Investing Your Own Money

Since 1995, I’ve been a do-it-yourself investor (DIY investing). It all started when I saw my father trading stocks on his Charles Schwab online account. I was hooked and asked him to teach me. The introduction led me to trade stocks during college. Sometimes I’d win, sometimes I’d lose. Thankfully, my portfolio was only about

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Recommended Net Worth Allocation By Age And Work Experience

A good net worth allocation is important to weather the consistent financial storms that tend to come every 5-10 years. The last thing you want is to have a net worth allocation mismatch with your risk tolerance and financial objectives. A savvy investor is congruent with thought and action. The right net worth allocation by

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Invest Like The Richest Members Of Congress To Make Big Returns

One of the great things about being a member of Congress is having power. The more power you have, the more influence you have. And the more influence you have, the more money you can make. Most senators, representatives, and delegates make a salary of $174,000 per year. However, the speaker of the House makes $223,500

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Bill Gates Is Buying Up Farmland: 5 Reasons To Invest As Well

Bill Gates has taken on many roles over the course of his career: affable tech nerd, aloof billionaire, tennis player, visionary philanthropist. Before divorcing, Bill and Melinda Gates added a new title to that list: largest owners of US farmland. One way to get rich is to observe what rich people do with their money.

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