This week, Bill has some news he needs to share with you. It’s about…well, you’ll just have to listen to him!
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.
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.
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.
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
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.
This week, Bill shares with you something he’s doing with his portfolio, as was recently shared with clients. Also, we introduce you to five-asset class bench-marking. A bit longer than usual, this video promises to be a hit, especially if you like octopus.
Every year at this time, Bill gives you his outlook for the year ahead. And for the last four years, the message was the same: Bullish on the economy, bullish on stocks (especially U.S. stocks). But not this year…
A VIDEO INTRODUCTION