Investor Education

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The Psychology of Risk

Submitted By Jeff Miller
Each year millions of sports fans enter bracket pools for March Madness, the NCAA basketball championship. Participants buy an entry or two for modest amounts like ten or twenty dollars. Most who join in rarely, if ever, make even small wagers on specific sporting events. March...

Should we sell the farm and pay the tax?

Submitted By Lloyd Sakazaki
Reader's Question: Next year we will sell our family farm and expect to net in excess of $200,000. Our tax preparer says to pay the tax and invest the rest. Is this correct? If so, where should we invest? My husband and I are both in our 60s and would certainly like more income to help us enjoy...

The perils of taking stock when you sell

Submitted By Mark McQueen
Every entrepreneur, private equity and venture capital firm hopes that the “happy outcome” of any start-up, investment or venture will be an ultimate sale or initial public offering of the business in question. All too often, however, investors are asked to take stock as part or all of the...

4 Simple Tips to Find Bottoms in Stocks

Submitted By Brian Steeves
1. A stocks needs to lose most if not all of its sponsorship to form a true bottom -when everyone has downgraded a stock and it still has a decent balance sheet, your downsize is limited 2. Bad news hits and the stock cease to go down -bottoms get formed only when all of the sellers...

World Series: Alpha Versus Beta

Submitted By Richard Kang
I can’t believe it’s already a year since I was in Miami and soon thereafter writing my synopsis of the event, one of the first ETF conferences I attended in the US. At this year’s event, the 8th Annual U.S. World Series of Exchange Traded Funds East, being held this coming Wednesday and...