Up and down investors

During a regular meeting with a client, they brought up one of their clients who consistently sold stocks once they hit a certain price point.  Then they would buy it back it a hit another price point.  So they always buy low and sold high. In other words, they did...

Fees for quotes

I have been attempting to get some drywall repair done, since I had Permaseal out to do some work.  I would prefer to not do it myself.  I have done it in the past and I can do it, but others are far better. But over half of the people I called demand a $100 fee just...

Trading Platforms

We have recently seen trading platforms that have frozen their clients out of the segments of the market at critical times. This is a major concern or should be if it is not to those investors.  These days all of our transactions are virtual, and few have any paper on...

Financial Literacy

“The need for investor literacy and, by extension financial literacy as a whole, is still paramount,” said Ken Zendel, CEO of the National Association of Investors, a nonprofit organization geared towards investor education, which had growing membership in 2020. This...

Thematic ETFs

Investors continue to pour money into exchange-traded funds, or ETFs, in 2021 after sizable inflows in 2020 ($507 billion) and 2019 ($326 billion). While the Federal Reserve is partly responsible for 2020’s record flows, the liquidity, tax and diversification benefits...

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