The Investor's Advocate

  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....

  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...

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, ...

  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...

  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 w...

  Hazardous Retirement Planning Mistakes, and How to Avoid Them Most of us tend to view our retirement as a destination which we arrive at in our 60's. But it's best to approach it as a journey, which culminates in our 60's, after decades of focused planning. So says the owner of wealth management firm The Planning Perspective  ( www.theplanningperspective.com ), Anthony Rhodes, in a posting on his How To Invest blog ( www.howtoinvestblog.net ) called "Sit. Stay. Rollover."  ( http://www.howtoinvestblog.net/2016/11/sit-stay-rollover_21.html ) "When we approach our retirement as more of a journey than a destination, we increase our focus during those years in which many critical errors are often made." The posting takes an analyzing look at mistakes that often take place in our 40's and 50's, which can hinder us from making the most of our retirement proceeds. "It's human nature to be susceptible to these types of gaffes, but they can a...

  How Many Visionary Companies are in Your 401(k)? Just how valuable are visionary CEO's when compared to their non-visionary counterparts? The difference can hold in the balance the success or failure of your entire portfolio, according to Anthony Rhodes, the owner of wealth management firm The Planning Perspective  ( www.theplanningperspective.com ), in a must read posting on his How To Invest blog  ( www.howtoinvestblog.net ) called "Myopic Managerial Miasma"  ( http://www.howtoinvestblog.net/2017/09/myopic-managerial-miasma.html ). "The role of Chief Executive is the most important of any company." he began. "But just like other positions, some CEO's are more talented than others." he added. "There is a clear difference between the visionaries and the non-visionaries, and investors need to understand how owning stocks which employ one over the other can impact the value of their portfolios." We are all familiar with celebrated visio...