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 'Investment Planning'
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
How to Invest My Money Using Fee Only Advisors
August 12th, 2010 · 1 Comment · Investment Planning, Online Investing For Dummies
By Ken Faulkenberry
Many Investors are now asking “How do I invest my money using fee only advisors?” Financial planners and mutual funds have let most investors down with poor performance and by failing to educate clients about risk management. A lack of understanding asset allocation and risk has partly been due to the fact investors [...]
Tags: do it yourself investing·fee only advisors·fee only do it yourself investment management·fee only investment planning·invest my money·Investment Management·online investment planner·portfolio risk·Risk Management·self directed investor
Philosophy of the Arbor Investment Planner
July 22nd, 2010 · 2 Comments · Diversification, Investment Planning, Portfolio Management, Risk Management
The Arbor Investment Planner wealth building philosophy is diversification, an active asset allocation and risk management strategy, and investing in stocks and ETFs which have strategic advantages and valuations that offer long term value.
Our goal is to own the best mix of investments by balancing the good characteristics (growth, dividend yield, cash flow, etc.) versus [...]
Tags: active asset allocation management strategy·Arbor Investment Planner·Asset Allocation·asset allocation management·asset allocation planner·Diversification·do it yourself investing·do it yourself investment management·investing philosophy·investment philosophy·investment planner·ken faulkenberry·online investment management service·online investment newsletter·Portfolio Management·Risk Management·subscription investment newsletter·wealth building philosophy
What is Fundamental Stock Analysis?
June 29th, 2010 · 1 Comment · Investment Planning, Online Investing For Dummies
Fundamental stock analysis is the process of analyzing company financial statements, products, management, competitors, markets, and economic environment to determine the value of its’ stock. Both historical and present data can be used, with the goal being to forecast how the stock will perform in the future.
The most common data used in fundamental research and [...]
Tags: assets·book value·cash flow·company financial statements·dividend payout ratio·dividend yield·dividends·earnings per share·expenses·fundamental analysis·fundamental research·fundamental stock analysis·invest in companies with the best prospects·liablilities·P/E ratio·price to book value·price to sales·profits·projected earnings growth·return on equity·revenues
BP Oil Spill Highlights Portfolio Risk Management Principle
June 16th, 2010 · 1 Comment · Investment Planning, Portfolio Management, Risk Management
The BP oil spill and BP dividend cut highlight the importance of the portfolio risk management principle that company specific risk can be nearly eliminated through diversification. Before the oil spill disaster BP might have appeared to be a safe investment even for the conservative dividend investor. Yet in one day it became a high [...]
Tags: BP dividend cut·BP Oil Spill·company specific risk·Diversification·diversified portfolio·Dividend Growth·financial risk management·high risk stock·Investment Management·Investment Planning·investment portfolio·investment risk·management of risk·managing risk·oil spill disaster·portfolio·proper diversification·Risk Management·risk management principle·risk of owning any one stock
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
