We have quite a bit of deferred maintenance due at our home (painting, replacing windows, carpentry, etc.). To get some projects going, should we borrow the money, use some of our cash reserves, or sell an investment? I really do not want to take on debt, so that...
stocks
Rollercoaster markets don’t have to take you for a ride
It is Disney World’s 50th anniversary. If your investment portfolio was a Disney ride, what would it be? Maybe Mr. Toad’s Wild Ride or Space Mountain? Despite the bumpy ride, most every theme park ride ends up where it started. In the third quarter of 2021, U.S. stock...
Don’t let FOMO or a golfing buddy rule your investing decisions
Where do you get the financial information upon which you base your investment decisions? If we are being honest, the answer for many people is probably: a family member, a cable television show, or a magazine or newsletter. “Well Paul, you are wrong! I get my...
Want results from your investments? Don’t get emotional
Famed investor Benjamin Graham once said, "The investor's chief problem, and even his worst enemy, is likely to be himself." DALBAR, a financial market research firm, conducts an annual study of investor behavior. With 25 years of data, the study’s conclusion is...
Should I Buy GameStop Stock?
Hello all! Just when you thought it couldn’t get any wackier!? It did. Several weeks ago, my son asked me if I had seen what was happening with GameStop, AMC and Blackberry stocks. My honest reply was, “No, but are those companies still in business?” In “short,”...
Expect the Unexpected for the 2021 Stock Market, and Plan Accordingly
Last year was a paradox: The second quarter was the worst GDP performance on record. However, November was one of the best months for the stock market on record, led by long-lagging small caps and value stocks. The Russell 2000 Index (small company stocks) enjoyed the...
Risky Business
Why do we talk so much about risk assessment? The financial markets are always reacting to a variety of global events and this volatility can be unnerving for individual investors, especially if investing without first understanding one’s personal risk profile. So,...
WBIR: Perks of Being a Stockholder
Fun Facts about Stock Ownership Owning shares of stock in a company makes you an owner of that company and some companies treat their shareholders like real owners - giving them discounts and rewards on products and services. HERE ARE SOME EXAMPLES OF SHAREHOLDER...
Sunday Money: Women Make Great Investors
The findings are in! The conclusion from a recent Wells Fargo Investment Institute report? Women make great investors. WBIR-TV recently interviewed Paul Fain, president of Asset Planning Corporation to talk about what makes women investors great investors. PAUL, WHAT...
Sunday Money: Second Quarter Investment Performance
Q2 2017 Investment Performance With six months gone in 2017, how are your investments doing? Did the stock market’s rising tide lift your boat? Or have poorly performing investments left you beached on dry land? HOW DID STOCK MARKETS PERFORM IN THE...