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This is another area that can mean the difference between winning and losing in the market. When you initiate a position, you do so with a relatively small position relative to how much of it you eventually would like to own.

Personally, I use probably no less than 20 different methods (filters) to identify stocks worthy of my capital, and my client’s capital. This is where my bread is buttered, so I will only give a teaser here….

Buy and sell timing – this is not as simple as buying low and selling high. This is actually not simple at all. Expecting success solely through market timing will lead to your financial ruin.

Simply put, all else being equal, taxes due to the government are directly proportional to the money you’ve made. If you’ve never had to pay taxes on investments, forgiving significant write-offs elsewhere, you’ve never made money in stocks, unless of course we’re talking about qualified retirement accounts, and you will eventually have to pay taxes …

Thoughts On Tax-Driven Decision Making Read More »

Do it yourself – I would absolutely encourage everyone to manage their own accounts. This however, requires countless hours of reading, research and maintenance every week, and a level of expertise commensurate with a successful professional. Sometimes that’s not saying all that much though… But anyway, as a DIYer, you can never take your eyes …

Thoughts On Flawed Investment Styles Read More »