By Ken Faulkenberry
Maintaining a buy list, or wish list of companies to invest in at lower prices, gives the prepared investor an advantage when bargains become available. One of the lessons we should have learned from stock market volatility is bargains can emerge very quickly. They can also disappear as quickly as they appeared.
I keep [...]
Entries Tagged as 'AIP Money Management Tips'
Pay Yourself First with Automatic Investing
August 25th, 2010 · 1 Comment · AIP Money Management Tips, Investment Planning
By Ken Faulkenberry
One of the best investment strategies is to pay yourself first with automatic investing. Set up automatic deposits from your savings or checking to your investment accounts. Your first priority for investment is a 401K plan matched by your company. Always invest enough to get your company match. This is even better than [...]
Tags: automatic deposits·automatic investing·best investment strategies·dollar cost averaging·financial tips·money management tips·money tips·pay yourself first·systematic investing
Consider Family Gifts for Generational Wealth Management
May 28th, 2010 · 1 Comment · AIP Money Management Tips, Investment Planning
Family gifts are a great strategy for generational wealth management. After a family determines its’ excess capital (the amount of wealth over and above what is needed to maintain their lifestyle for the remainder of their lives); family gifting is a strategic wealth management tool.
Individuals can make tax free gifts of up to $13,000 per [...]
Tags: estate·estate taxes·family gifting·family gifts·family wealth management·generational wealth management
Investment Management – Do It Yourself
April 14th, 2010 · 1 Comment · AIP Money Management Tips, Investment Planning, Online Investing For Dummies, Portfolio Management
There are at least 5 important advantages to a Do It Yourself Investment Management strategy.
1. Increase your investment returns
2. Reduce your investment expenses
3. Help you understand your risk
4. Allow you to avoid following the crowd
5. Stay in control of your own assets / Make adjustments quickly
The past decade has been a good example of how [...]
Tags: active asset allocation strategy·Asset Allocation·asset allocation model portfolio·buy and hold strategy·diversified portfolio·do it yourself·do it yourself investment management·increase investment returns·Investment Management·investment management service·Online Investing For Dummies·reduce investment expenses·stay in control of assets·understand risk
In The Multitude of Counselors: Safety in Sound Advice
April 12th, 2010 · No Comments · AIP Money Management Tips, General Advice
AIP Money Management Tips
By Ken Faulkenberry
Too often we let lack of time, pride, or selfish desires keep us from seeking wise counsel. We have a culture of buying now and paying later; acting quickly instead of planning thoughtfully, and giving into our impulses instead of allowing discipline to rule our lives.
Grandparents, Parents, Husbands and [...]
Tags: AAAMP·AIP·Arbor Asset Allocation Model Portfolio·arbor investment·investment planner·money management tips·money tips·multitude of counselors·Proverbs 12:15·Proverbs 15:22·Proverbs 19:20·stocks & etfs·wise counsel
Successful Investors Welcome Bear Markets
April 9th, 2010 · No Comments · AIP Money Management Tips, Portfolio Management
AIP Money Management Tips
Studies have shown that Investors who began systematically investing in equities in bear markets have done significantly better than investors who began in bull markets. Investors tend to be overly optimistic when prices have risen for periods of time, and overly pessimistic when prices have been falling.
Bear Markets should be looked [...]
Tags: AAAMP·Arbor Asset Allocation Model Portfolio·Asset Allocation·bear markets·Berkshire Hathaway·Warren Buffet Principles·Warren Buffett
