Category: THE MARKET MESSAGE

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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Travel and See The World!

Last week, Bill Valentine made the case for investing away from U.S. stocks in 2015. This week, he gives you the context with which you can approach this endeavor. Bueno suerte!

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Where To Invest In 2015

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.

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Our Prediction for 2015 (and it’s not good…)

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…

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What Falling Oil Means For Your Portfolio

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).  

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About Preferred Stocks…

This week, Bill takes a question from the audience. The topic is Preferred Stocks. Have a listen…  

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Is Oil A Buy?

The price of oil has fallen an awful lot…in an awfully short period of time. That begs the question, “Is Oil a buy at these levels?”   Thanks to Exchange Traded Products, it’s never been easier for investors to trade this commodity in their brokerage accounts. Thus, the real question is, “Should they?” This week Bill

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