Unless you’ve been living under a rock or were just born yesterday, you’ve no doubt noticed that the western world has been undergoing staggering technological changes. For the younger generations, what we are seeing today as the digital transformation is in large part all they have known. For those of us who’ve been around a …
The Digital Revolution Today and the One You Won’t See Coming Read More »
I sometimes find myself having a conversation with people about the difference between being rich and being wealthy. I find that many people use the terms “rich” and “wealth” synonymously, with both implying “having a lot of money.” Some may think of that as having wealth, but their actions indicate that they are merely rich. …
“Rich” or “Wealthy”—What’s the Difference and Why it Matters Read More »
The idea of investing in theme stocks has been around for a while. Most people can remember the mad rush to invest in dotcom stocks in the late 1990s. Any company with a dotcom after its name was considered a potential winner, with investors diving in for fear of missing out. We know how that …
The Hidden Realities of Investing in Theme Stocks Read More »
Share buybacks are up substantially in 2021, nearing $200 billion worth of shares purchased by nearly 300 companies. Apple, Alphabet, Facebook, and Microsoft are leading the way with $67 billion in shares purchased between them. What’s going on with these companies, and are share buybacks good for investors? The short answer is “generally, yes.” For …
There’s a reason why people choose to invest their money with an investment firm. It’s because they have neither the time, inclination, or ability to select the right investments on their own. That’s a perfectly legitimate reason to delegate that responsibility to an investment firm that does have the expertise and the ability to invest …
Are You Investing with an Investment Firm or a Marketing Firm? Read More »
It seems like yesterday when Chinese stocks were investment darlings, racking up outsized returns with no ceiling in sight—just the place to go for investors who wanted to diversify their portfolio while adding a little alpha. Suddenly, starting this last summer, it all appeared to sour. Recently, the Chinese stock market once again entered correction …
Is China’s Stock Meltdown an Opportunity for Investors? Read More »