Posts

The Investor's Advocate: Spring Into Action

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Using Warming Temperatures as Reminder to Remove Glacial Under Performers Within Your Portfolio Are you performing an analysis of your portfolio on a quarterly basis? And if not, why? This very important action could literally be the difference between its success or failure, so says Anthony Rhodes, the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ), in a posting on his popular How To Invest blog  ( www.howtoinvestblog.net ) called "Is Your Portfolio in Need of Some Spring Cleaning, Too?"  ( https://www.howtoinvestblog.net/2016/11/is-your-portfolio-in-need-of-some.html ). "Like other facets of our lives, our investments should also be evaluated at least quarterly." he began. "In order to identify successes, and eliminate failures, such adjustments are essential, otherwise we run the risk of having perpetual under performers in our portfolios for extended amounts of time, which could actually prove disastrous."

The Investor's Advocate: Time Well Spent

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  Making the Most of a Finite Resource to Improve Your Investing Acumen Have you found yourself with a bit too much time on your hands lately? And, as a result, are seeking remedies to quell your reoccurring bouts of cabin fever? If so, then you might find an article called "Dull Lull? Null!" ( https://www.howtoinvestblog.net/2021/02/dull-lull-null.html ) helpful. This is a recent posting on the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ), Anthony Rhodes' How To Invest blog ( www.howtoinvestblog.net ). "I've always found the general, yet specific aspect of time quite fascinating." he began. "Although it is a resource that we all share, the ways in which we use it varies from person to person, and this usage actually determines its relative value towards each individual." he explained. "While one person may spend a particular amount of time reading books, or attempting to solve problems, another

The Investor's Advocate: The Best of Both Worlds

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  An Investor's Guide to Understanding ETF's If you've paid any attention to the stock market lately, you'll notice the ETF's (Exchange Traded Funds) are everywhere. But do you really understand what they are? And more importantly, how they work? For a better explanation of these powerful tools, you should read a posting called "Here's the Keys to a Hybrid That Could Take You Further" ( https://www.howtoinvestblog.net/2016/11/heres-keys-to-hybrid-that-could-take.html ), by Anthony Rhodes, the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ). He addresses these assets on his popular How To Invest blog ( www.howtoinvestblog.net ). "ETF's are some of the best tools to become available to investors in quite a long time." he began. "It really doesn't matter which type of investor you identify as, chances are there's an ETF which can fit comfortably within your strategic objectives."

The Investor's Advocate: Rebel Yell!

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  A Nonconformists' Manifesto for All Like-Minded Investors Is there a rebellious spirit lurking beneath your finely tailored corporate wardrobe, begging to be set free? If so, then you should definitely read an article specifically designed for all buttoned down rebels, called "Formal Nonconformity"  ( https://www.howtoinvestblog.net/2020/06/formal-nonconformity.html ). This inspiring post is written by Anthony Rhodes, the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ), on his popular How To Invest blog ( www.howtoinvestblog.net ). "Looking back, I suppose I've always tended to dance to the beat of my own drum." he began. "This makeup made it a bit challenging when starting out on Wall Street, since I was the type to often ask "Why?" when others simply went along with what they were told to do." he explained. "It didn't take long for me to realize that the structure itself wasn't

The Investor's Advocate: Causality Modality

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Using the Principles of Causality to Increase Your Portfolio's Value Have you ever heard of "Causality Investing"? If not, you might want to familiarize yourself with this investing style by reading "The Chain Game"  ( http://www.howtoinvestblog.net/2017/07/the-chain-game.html ), by Anthony Rhodes, the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ), and pioneer of this discipline, on his How To Invest blog ( ww w .howtoinvestblog.net ). "I settled on the term causality, because it best describes the sequences of the system." he opened. "All investing relies on causes and effects to some degree, but this style delves a bit deeper than the customary profit or loss dynamics which are inherent within traditional investing." he added. "I suppose it could be viewed as a form of investing calculus, but titles with mathematics in their names are often considered intimidating to your average reader,

The Investor's Advocate: Frienemies

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  Evaluating Friendships to Improve Your Financial Situation Are your finances struggling due to your exposure to toxic relationships? And if so, what, if anything, can be done about it? These questions are addressed in a posting called " Are Toxic Relationships Keeping You From Your Financial Goals?  ( http://www.howtoinvestblog.net/2016/11/are-toxic-relationships-keeping-you.html ) by Anthony Rhodes, the owner of wealth management firm The Planning Perspective  ( www.theplanningperspective.com ). It's an addition to his popular How To Invest blog   ( www.howtoinvestblog.net ) . "Sometimes it's difficult to honestly confront the correlation which exists between our finances and our friendships." he began. "Financially helping out others in their time of need is one of the traditional components of an established friendship." he explained. "But it's also important to make sure that those individuals are worthy of that friendship, and further

The Investor's Advocate: Built to Survive

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  Taking a Page From Nature's Rule Book to Select Stocks That Endure During Difficult Economic Conditions With the continued financial fallout from the Coronovirus decimating the economy, how can you be sure that the companies within your portfolio will be able to sustain themselves in an environment in which only certain sectors appear to be producing profits? For tips on finding the answer, and how to identify stocks which actually thrive in such conditions, you should read "Corporate Darwinism"  ( https://www.howtoinvestblog.net/2020/08/corporate-darwinism.html ) by Anthony Rhodes, the owner of wealth management firm The Planning Perspective ( www.theplanningperspective.com ), which is a recent posting on his popular How To Invest blog  ( www.howtoinvestblog.net ). "Nature has provided a specific set of rules which determine whether certain species will survive, while others won't, and they are actually easily translated into ways of identifying companies wh