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You Can Never Go Back

You Can Never Go Back

Our technological progress has only just begun. If you want to participate in this growth financially, the best approach is through company ownership in a diversified fashion among industries, geographies, and sectors.

Structure a Portfolio Whose Behavior in Market Crashes is Acceptable

Structure a Portfolio Whose Behavior in Market Crashes is Acceptable

If you are 40 years old, you will likely experience 5 to 8 more market crashes during the rest of your life. You can try to predict them and trade through them, but history says you won’t be successful as no one has ever done so through more than one or two.

Do What’s Always Worked

Do What’s Always Worked

When tying your future wealth to something through investment, be sure what you are doing has always worked in the past. Don’t be distracted by the odd strategy or “opportunity.”

Be Diversified

Be Diversified

We’ve all heard that we should be diversified, but what does that mean? It means to own a lot of things that you expect to do well over time but that don’t always do well at the same time.

Risk-Reward of Your Company Stock

Risk-Reward of Your Company Stock

We make decisions in everyday life based on seeking a reward given the risk we are willing to take. Without risk, there is no reward.

3 Things to Know About Your Company Stock

3 Things to Know About Your Company Stock

You’ve worked for a great company for a while and have stock that has built up over time. What do you need to know to get the most out of it? Here are three things you need to know about your company stock.

Do You Have Too Much Company Stock?

Do You Have Too Much Company Stock?

Diversification is the key to any successful portfolio. However, recently, individual tech stocks have been all over the news and I’ve been getting asked, “How much company stock should I have?” or “Do I have too much?”