International investing means selecting global (non-U.S.) investment vehicles to include in your overall strategy to take advantage of a wider variety of investment opportunities and diversify your portfolio.
Dividends are distributions in the form of cash or additional stock given to the investors from a publicly traded firm, mutual fund, or exchange-traded fund (ETF). Dividends come from the company’s earnings and can be allocated on a regular frequency or on an ad-hoc basis. Dividends are common in the basic materials, oil and gas, banks and financials, healthcare and pharmaceuticals, and utilities industries. Dividends are less common in the technology and biotech industries as they often reinvest their earnings into company growth…
When interest rates start trending lower, many of my clients come to me with questions about income-generating investments, like dividend-yielding stocks. Depending on your risk tolerance and long-term goals, dividend-yielding stocks may play a role in your portfolio. But first, let me lay out some information that may be helpful as you weigh your choices.
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy.
One of the most well-known investors of the 20th Century, Benjamin Graham, said, “the investor’s chief problem – and even his worst enemy – is likely to be himself.” What Graham understood – and modern research is catching up to – is the idea that we all have emotions and biases that affect our decision-making. The innate wiring built to survive premodern times can be counterproductive in our modern world, especially when it comes to investing.
Let’s take a quick look at a few of the human emotions and biases that can adversely impact sound investment decision-making.
More and more investors today are incorporating their values and beliefs into their investment decisions. As a lifelong Catholic, I’d like to share a few thoughts about Impact Investing that I wrote for my fellow parishioners at St. Joseph Church in Stuart, Florida. Impact Investing is a strategy of investing that I refer to as ‘Investing for More.’
With the arrival of spring comes inevitably the time for spring cleaning. And what better to spring clean than your finances? So, how do you spring clean your finances? How do you prepare your wealth for the summertime? Get out your metaphorical broom and sponges and let’s get started.
Charity. It’s just a 3-syllable word, but it reaffirms the deeper side of the human heart: its innate desire to sacrifice for love’s sake, its selfless acts of improving the lives of others, and its humble expressions of caring and compassion. This is where life ought to begin.
Trusts offer a way to leave a legacy, protecting assets while avoiding the costs of probate, as part of your estate planning. Probate is the method of estate administration upon the death of an individual where that individual’s estate and assets are delegated. This process can cost thousands of dollars and be time consuming. To avoid this and to ensure that your loved ones receive the maximum value from your estate and assets, you can set up a trust.
