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Tag Search Results For 'buy and hold' (29)
Asset Allocation and Diversification is Dead
Protect Your Nest Egg in Retirement | October 1st 2008 by David J. Bates
The wealth managers version of Asset Allocation and portfolio diversification is dead. It was never designed to protect your money in the first place. It was designed to provide a constant stream of income for the fund managers and the financial plan read more
Oil Futures - This “Ass Ate” Your Retirement Funds
Protect Your Nest Egg in Retirement | September 5th 2008 by David J. Bates
Oil Futures are not asses but Retirement Funds that treat them as Assets may be Asses. My play on words in the title of this post may be funny but it is likely to come to pass. This supposed Asset Class could eat your retirement funds if you are not read more
Mutual Funds Intimidate Baby Boomers and Investors
Protect Your Nest Egg in Retirement | July 31st 2008 by David J. Bates
Many Mutual Funds are now seeing their total funds being reduced dramatically by stock market losses and investor redemptions. In order to stop the redemptions Mutual Funds try to intimidate Baby Boomers not to do anything to protect their nest eggs read more
Buy & Hold? Quit & Fold? What Can You Do?
The Wealth Hunter | July 28th 2008 by Bill
“Stay the course.” “Stick to your plan.” “Don’t make emotional decisions.” No matter what type of investor you are, the advice given above is usually pretty solid. And will usually keep you on track toward yo read more
Financial Advisors don’t Understand Baby Boomers Need to Avoid…
Protect Your Nest Egg in Retirement | July 23rd 2008 by David J. Bates
I don’t think the message is getting through to financial planners any more than it is getting through to bay boomers. That message is Baby Boomers have to observer and respect Rule #1 - Avoid Large Losses in Retirement. Chasing high returns by read more
Mutual Funds Madness - Staying Fully Invested in Bear Markets?
Protect Your Nest Egg in Retirement | July 19th 2008 by David J. Bates
The majority of Mutual Funds have to be fully invested in the markets at all times regardless of the volatility or state of the market. I wondered why this is so because it flies in the face of reason. An interesting article written in June 2004 by M read more
Stock Market Reality Bites - Sentiment can Move Markets either wa…
Protect Your Nest Egg in Retirement | July 14th 2008 by David J. Bates
Brokers are now saying things are overdone. The sentiment is too negative and it has taken the markets down too far. Stock Market Reality is now biting the hand that feeds it. Stock Brokers and Fund Managers are feeling the pinch as the stock market read more
Who are the Market Timers and who does the Buy and Hold?
Protect Your Nest Egg in Retirement | July 11th 2008 by David J. Bates
In the world of buy and hold the only one doing it is probably you. Everyone else is timing the market and maybe using your money to do it. Brokers put out regular newsletters to buy, hold, accumulate and occasionally sell stocks. Isn’t that ma read more
Do you change your investment strategy in a falling market?
The Dough Roller | July 7th 2008 by Dough Roller
I read with dismay the following from an “investment professional” in yesterday’s Washington Post: Now is not the time to drink the “buy and hold” investment strategy Kool-Aid. Be conservative, limit your risk–and read more
Capital Growth Is King…
mrd Blog | July 4th 2008 by Matthew Sweet
I had lunch today with one of the mrd team members. We discussed an article that I received today, written by a fairly high profile player in our industry. Our lunch time discussion inspired me to write this blog; which I trust will challenge some mi read more
Buy and Hold Hypocrisy Essential for Fund Managers to Survive
Protect Your Nest Egg in Retirement | July 2nd 2008 by David J. Bates
We all know the mantra espoused by the wealth management industry about the need for us poor dumb investors to buy and hold because there is no way we can time the market. Yet these very people are doing just the opposite with your money, desperately read more
Lies My Financial Planner Told Me
Protect Your Nest Egg in Retirement | June 29th 2008 by David J. Bates
Have you noticed that whenever you talk with a financial planner they talk in terms of certainties. But when you sign the investment documents they point out that there are no guarantees the things they told us before may apply? Do you go to a car sh read more
Protect Your Nest Egg Advice is Universal
Protect Your Nest Egg in Retirement | June 27th 2008 by David J. Bates
It really doesn’t matter what country you belong to. If you have a retirement nest egg and you are in retirement then it is still subject to the same dangers whether you are in the USA, Australia, Europe or Asia. Protecting your nest egg is uni read more
DOW Down 19.02% - What Do Retired Baby Boomers Do Now?
Protect Your Nest Egg in Retirement | June 26th 2008 by David J. Bates
The DOW is only 0.8% off 20% losses the technical level for declaring a Bear Market. What does a Baby Boomer do now? In these volatile times cash is a position for Baby Boomers in retirement. But it may be too late to exit those poor performing buy a read more
Baby Boomers in Trouble - MarketWatch
Protect Your Nest Egg in Retirement | June 25th 2008 by David J. Bates
This post is just a quick one to point out several important topics affecting Baby Boomers approaching retirement. I find MarketWatch has some very interesting articles and audio’s. Some I don’t agree with but the ones listed here I belie read more
It’s Impossible to be in the Market when it is Rising and out o…
Protect Your Nest Egg in Retirement | June 24th 2008 by David J. Bates
Today I received an email from someone who maintains it is impossible to be in the market when it is rising and out of it when it is falling. I was investing this way for several years. I also entered the market in March 2003 using my indicators. I r read more
A Secret Simple Stock Market Timing System
Protect Your Nest Egg in Retirement | June 21st 2008 by David J. Bates
Baby Boomers here is more proof market timing works by protecting your nest egg from severe bear markets and thus avoiding large losses. Repetition is the way to learning so I will keep hammering this point - when in retirement we must find ways to m read more
Wall Street Ten Commandments that’ll send you Broke
Protect Your Nest Egg in Retirement | June 19th 2008 by David J. Bates
Wall Street is full of high sounding, feel good sayings about investing. Al Thomas of Mutual Fund Magic has put together what he calls The Wall Street Ten Commandments that he says will send you broke. I suggest you get them framed and hang them on y read more
Buy and Hold Non-Strategy vs. Stop Loss Strategy Hypothetical
Protect Your Nest Egg in Retirement | June 18th 2008 by David J. Bates
I thought I might try and see how Buy and Hold Non-Strategy held up against a Stop Loss Strategy from the 2000 stock market crash to now. I know when I watched the market recover from the March lows I was tempted to put some money in the market. But read more
Buy & Hold: A Sure Way to Wealth?
The Wealth Hunter | June 18th 2008 by Bill
I spend a lot of time reading about building wealth because it’s one of my passions. But very rarely do I give any time to thinking about that old tried-and-true strategy of Buy & Hold. Yeah, remember that? You create a plan. But your stock read more
Buy and Hold for Baby Boomers in Retirement maybe Gambling
Protect Your Nest Egg in Retirement | June 17th 2008 by David J. Bates
If you are a retiree and use Buy and Hold strategies with your nest egg you may be gambling. If you are relying on this money to live on then you need to manage the risk. I’m talking about Baby Boomers who don’t have much surplus money an read more
Buy and Hold is becoming Outdated
Protect Your Nest Egg in Retirement | June 11th 2008 by David J. Bates
Dean Barber of Barber Financial Group said, “Buy and Hold is Outdated“. He adds, “you should remember to take profits and redeploy them into lesser-risk, low-expectation areas”. You can read his article on Yahoo Finance called read more
Baby Boomers - What is a Good Stop Loss Percent to use?
Protect Your Nest Egg in Retirement | June 1st 2008 by David J. Bates
I had an email the other day from Paul one of my subscribers. He asked, “What was a good Stop Lost Percentage to use? He went on to ask if I could provide more information that might help him. I thought I would answer his question using a post read more
A Financial Planner with the Right Attitude for Baby Boomers
Protect Your Nest Egg in Retirement | May 26th 2008 by David J. Bates
Finding any financial planner who understands the needs of Baby Boomers in retirement is difficult. I spend several hours a day researching the Internet for information I can disseminate on my Blog. Sometimes I come across a financial planner’s read more
Are my sums right? A share that is 83 times below it’s asset va…
Make Me Some Money | May 15th 2008 by Alan
I don’t usually buy shares as it’s buy and hold and sometimes you have to wait ages for it to move. I also think that shares are driven by fundamentals and news driven.. you just don’t know what a company may report! My personality read more
Baby Boomers - Buy and Hold vs. Buy and Hope vs. Buy and Fold
Protect Your Nest Egg in Retirement | April 30th 2008 by David J. Bates
Baby Boomers you’ve got to know when to buy and hold ‘em and know when to buy and fold ‘em as Kenny Roger’s tells us in his famous song. Most financial advisers will tell you to buy and hold your investments for the long term, read more
Baby Boomers Protect Your Nest Egg - Avoid Large Losses
Protect Your Nest Egg in Retirement | April 11th 2008 by David J. Bates
As Baby Boomers we must protect our Nest Eggs in Retirement by avoiding large losses. Why is this? For this article I have assumes a 10% loss because it appears the average loss in stock Mutual Funds for the first quarter of 2008 is 8.8%. "U.S. read more
Meet the Investor: Interview with Real Estate Investor, Christian…
Real Estate Investing For Real | A BiggerPockets Blog | March 28th 2008 by Joshua Dorkin
We’ve got a wonderful interview for everyone today! Christian Malesic is a relatively new member to BiggerPockets, but in that short time, has given quite a bit of himself to help others out! His knowledge, enthusiasm, and energy is captivati read more
Retirement Planning and the Rebalance
Retiring with a Plan | January 22nd 2008 by Paul Petillo
(Author’s note: This topic will be discussed at length in the book I am currently working on, Mutual Funds for the Utterly Confused, scheduled for a January 2009 publication. You can look for updates on the book at Mutual Funds – Explained as read more
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