Is There Value in Value Investing?

Posted by Richard on December 18, 2013

  As volatility in the stock market continues, some investors may be tempted to buy on the dips. But this practice raises an important question: Is a low price by itself a true measure of a value stock? If an investor plans to hold a stock for the long term, how can an investor gauge […]

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How do You Know When it’s Time to Sell an Investment?

Posted by Richard on

  Most investors have a process for purchasing an investment. It usually involves performing research, comparing similar investments or investment types, and considering a number of more personal factors, including time horizon, risk tolerance, and goals. Few investors, however, have a tried-and-true process for selling an investment. Yet knowing when to sell can be every […]

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Using 529 Plans to Save for College

Posted by Richard on

  Expecting a bundle of joy and wondering if you will be able to afford sending him or her off to college? Fortunately, you have a number of tax-advantaged federal and state college savings vehicles at your disposal, including the 529 plan, which comes in two varieties: the prepaid tuition plan and the savings plan. […]

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Self-Directed IRA: A Vehicle for Increased Diversification

Posted by Richard on

  Looking for a way to invest in alternative investments not normally issued through a bank or brokerage, such as real estate or a business? Consider a self-directed IRA. A self-directed IRA can be an effective way to add diversification to your retirement portfolio. But it’s a strategy that takes careful planning and due diligence. […]

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