The Blog

Everything You Need to Know About Oil in Seven Charts

This week Bill discusses what’s going on with the price of oil and how it affects your investing.

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As regards China and Greece

The possibility of Greece leaving the Euro has created turbulence across all markets. A continent away, the Chinese have their own maelstrom in the form of a mini stock market crash. What does this mean for investors? We have the answers this week as Bill discusses the impact on investors, as regards China and Greece.

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What To Expect From Bond Funds When the Fed Begins Raising Rates

This month Bill is discussing what to expect from Bond Funds when the Fed begins raising rates.

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IMPORTANT ANNOUNCEMENT!

This week, Bill has some news he needs to share with you. It’s about…well, you’ll just have to listen to him!

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The Most Important Asset

The most important asset in the world is in limited supply, cannot be bought, sold, or traded, and must be appreciated before all other considerations. What is it and how do we deal with it? You’ll have to watch to find out.

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How In The World Is It Going?

This week, we give you an updated look at the global capital market condition with the five asset classes we hope you’ll begin to refer to in order to broaden your investment horizons beyond the just U.S. stocks and bonds.

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Top Five Things I’ve Learned From My Clients

In the advisory world, there are no shortage of articles written about the importance of “educating” your clients. But you rarely hear about how the clients educate the investment manager. This week, Bill Valentine waxes appreciative about the things he’s learned over the years from clients.

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What To Do About REITs Right Now!

Real Estate Investment Trusts, known as REITs, are real estate portfolios that trade as stocks, guided by certain tax rules. They’re also the most liquid way for most investors to invest in real estate. And they’ve done phenomenally since the stock market bottom six years ago…until this month. Is this a temporary pause in a

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Three Things Astute Investors Know That You Should Too!

What if never making a terrible investment decision again were as simple as 1, 2, 3? It is that easy. This week we share three aphorisms that, if heeded, would prevent nearly all of the investing disasters that people fall for over and over again.

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Talk With Your Kids. Really.

This week, Bill Valentine has a message for parents of adult children. It’s an important one…

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