From: finance.yahoo.com
Investing in crypto should still be handled with great care given its volatility.
“I don’t see crypto as an asset class,” Edward Jones CEO Penny Pennington told me on Yahoo Finance’s Opening Bid podcast.
Pennington added, “There is not a fundamental value that stands behind crypto — however, it is becoming an innovation in our marketplace associated with blockchain innovations. That is a…
From: www.linkedin.com (Wesley W. Fikes)
💰 $200K in Stocks vs. $200K in Real Estate – Which Wins?
Most people assume the S&P 500 is the safest path to wealth. But what if I told you real estate offers nearly double the net worth over 30 years—without taking wild market swings?
Let’s break it down (see the chart below):
🔹 Invest $200K in the S&P 500 → $𝟭.𝟴𝟲𝗠 in 30 years
🔹 Invest…
From: www.linkedin.com (Brian Stoffel)
Warren Buffett’s Investing Checklist:
“No wise pilot, no matter how great his talent and experience, fails to use his checklist.” – Charlie Munger
🏢 BUSINESS TENETS
1: Is the business understandable?
2: Do you know how the money is made?
3: Does the business have a consistent operating history?
4: Does the company have favorable long-term prospects?
5: Is there a big moat around the business?
6: Is it a business that…
From: www.morningstar.com
These undervalued stocks with reliable dividends are worth considering.
What should investors be looking for when it comes to choosing the best dividend stocks?
At Morningstar, we think that the best dividend stocks aren’t simply the highest-yielding dividend stocks. We suggest that investors look beyond a stock’s yield and instead choose stocks with durable dividends and buy those stocks when they’re undervalued.
“It’s really critical to be selective…
From: www.morningstar.com
Should you have short-term bonds in your portfolio? Yes. I’d argue that short-term bonds are one of the key asset classes that most investors should own, in addition to cash and large-cap stocks.
In this series on portfolio basics, I’ll explain some of the fundamentals of putting together sound portfolios. I’ll start with some of the most widely used types of investments…
From: www.investopedia.com
Investing attracts different kinds of investors for different reasons. The two major types of investors are the institutional investor and the retail investor.
An institutional investor is a company or organization with employees who invest on behalf of others (typically, other companies and organizations). The manner in which an institutional investor allocates capital that’s to be invested…
From: www.indeed.com
Institutional and retail investors have many similarities in their roles. Aside from those commonalities, there are numerous areas of distinction between them. If you’re interested in a career in finance, understanding the differences between institutional and retail investors can help you choose the right investing career for you. In this article, we define institutional and retail investors, examine the key differences between them…
From: linkedin.com
11.6% per year over the past 40 years — you’re free to have your own feelings about investing in the stock market, but you can’t have your own facts.
This 40 year period has included recessions, wars, Y2K, 9/11, the tech bubble, the real estate meltdown, political turmoil, etc.
When you stay scared and keep your money uninvested, you miss out on a…
U.S. large cap stocks, as measured by the S&P 500, delivered a solid performance in the first half of 2024. In January, the index eclipsed an all-time high, and in the five months that followed, it reached 31 more. Volatility has also been relatively subdued. In the first six months, there was only one instance when the index rose or fell by more than 2%…
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