investing in stocks

Navigating the Stock Market: Tips for Investing in Stocks

  Investing in the stock market can be intimidating, but with the right knowledge and strategies, you can make informed decisions and achieve financial success. In this post, readers will…


Is the Bear Market Over?

How Long Do Bull And Bear Markets Last?   One of the biggest fears that investors have is wondering when the inevitable  bear market will arrive. Many investors tend to get nervous as a bull…


Ponzi Schemes, Bernie Madoff and How to make sure it won't happen to you.

Bernie Madoff was one of the most notorious investment fraudsters in history. He ran a massive Ponzi scheme that lasted for decades and resulted in billions of dollars in losses for thousands of…


What are qualified charitable distributions and the related tax code.

Charitable giving is an important part of many people's financial planning. Not only does it provide support for worthy causes, but it can also offer tax benefits. One way to maximize these benefits…


Strategy Series- Absolute Return

  Alpha Diversified Fund Positioning 5/1/2023


How much should risk on any one idea or stock position? Sector exposure?

Investing in the stock market is inherently risky. There are countless factors that can impact stock prices, from economic trends to corporate decisions. As an investor, it's important to manage your…


How to raise financially responsible children

Raising financially responsible children is one of the most important tasks that parents can undertake. Financial literacy is a key life skill that can set children up for long-term success and…


What is the real interest rate? What does it mean? What were market returns like when real rates were positive, negative?

The real interest rate is an essential concept in finance that measures the inflation-adjusted return on an investment. It is the nominal interest rate minus the rate of inflation. For example, if…