Can I determine my stock’s performance based on its cost basis? I see this given for each stock I own on my monthly Schwab Account Statement. Performance and cost basis are the same thing, right? Can’t I use them interchangeably? Nope! Cost basis won’t necessarily …
The Insight Folios portfolio consists of 96% American companies, and despite the major market fluctuations since December 2018, our dividends have remained consistent.
“Doing nothing” can be good; however you can’t “do nothing” about your money. Being proactive with your financial plan, and thoughtfully deciding what you want and need from your retirement nest egg may help you to better understand what your long-term financial goals truly should be.
If the Insight Folios method of investing is so good, why isn’t everyone in the industry doing it? They are! The difference is we believe in transparency while most of the industry focuses on their bottom line.
Even the best pilot in the world needs help to get from point A to point B. No matter how long the pilot has been flying, he cannot see and know everything necessary from the cockpit. Air traffic control is always present to inform pilots of the things they can see; but which the pilot cannot.
The fees your adviser charges you fluctuate with the market; your dividend income does not have to.
It’s been said that diversification is only for folks who don’t know the future…. Well I’m going to go out on a limb and say that is pretty much all of us.
A good place to start would be to understand what your investments “need” to do in your retirement portfolio, and in light of your “need,” what investments have the best chances of creating your successful future.
Which comes first… growth or income? A look at the emotional impact of market volatility, and the power of dividends.
If you are like most, you know that there will be another market crash, but you just don’t know when. History leads us to believe that it will come sooner rather than later. So, if it comes in the near future, are you prepared?
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