Soon-to-Be Retirees, Beware: Small-Caps Are Cheap for a Reason Higher interest rates make debt more expensive for smaller companies, and that could become challenging for them if we head into slower economic times. We’re well into the new year now, and investors are naturally wondering which investments will prosper in the months ahead. With the Magnificent…
Navigating Financial Success: The Role of Expert Guidance in Wealth Management In the dynamic landscape of financial management, working with industry professionals can be quite valuable in maximizing the likelihood of a secure and stable retirement. Wealth Managers, Accountants, and Estate Planning attorneys bring varied expertise that can increase the likelihood of long-term financial success…
Avoid These Three Income Investing Pitfalls When an income strategy is done right, it creates valuable and long-lasting peace of mind. After all, most investors start thinking about investment income for their retirement when they no longer have a steady paycheck. That’s a huge transition for most people. As someone who has spent a good…
Developing a Financial Plan: Empowering Your Financial Future Your Financial Planning Journey, Our Expertise At Stansberry Asset Management (SAM), we are a source for transparent and professional financial guidance. We are your partners on your path to financial empowerment. Our mission is to help you identify your financial aspirations and determine the optimal path to achieve…
Crafting a Lasting Legacy: The Art of Charitable Giving If you’re thinking of making a charitable donation, there are likely financial benefits to both you and your community. But it takes some planning. Here I share some important considerations as you evaluate the prospects of what and how big a role this form of giving…
Consumer Sentiment Doesn’t Matter Why don’t they do what they say? Say what they mean? These were the burning questions asked by the British “new wave” band the Fixx on its 1983 hit “One Thing Leads to Another.” The song was allegedly written as an indictment of dishonest politicians. But I’ve grown convinced that they…
The Greatest Investor You’ve Never Heard Of When considering the greatest investors of all time, certain names come up: Warren Buffett, Peter Lynch, Stan Druckenmiller. There are several more that could be added to the debate. But one that’s unlikely to come up is George Michaelis. And that’s a shame. Because his approach to investing…
(A Little) Greed Is Good When It Comes to Investing Investors seem to feel only a little greedier than usual right now, and when investors feel that way, there are usually positive stock market returns ahead. There’s a certain appeal to being a contrarian investor. Zigging when others are zagging. Going against the herd. And…
Do Retirees Invest Like 30-Year Olds? The Wall Street Journal (WSJ) recently reported that “America’s retirees are investing more like 30-year-olds.” Is it true? Datapoints the WSJ used to support this included the following: At Vanguard, one fifth of taxable-brokerage account investors aged 85 or older have nearly all their money in stocks. Nearly half of Vanguard 401(k)…
These Energy ‘Middlemen’ Are an Income Lover’s Dream Midstream energy companies, which connect producers and end users, service the industry itself, rather than being tied to commodity prices. Investing in the energy sector has been quite a roller coaster. Energy was the worst performing S&P 500 sector in 2018. And 2019. And 2020. But then it flipped. Energy was…
