This week, Bill has some news he needs to share with you. It’s about…well, you’ll just have to listen to him!
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.
A few weeks ago, we advised against playing the drop in Oil prices by buying the commodity. Well if that’s what’s NOT to be done, what IS to be done? We have two ideas this week about how to use the Oil development to your advantage. (The next MM will be after New Year’s).
A VIDEO INTRODUCTION