Six Pearls of Investment Wisdom
These six fool-proof profit principles that have stood the test of time. Follow them, and they’ll help you make 2008 one of your most successful investing years ever!


8 Must-Have Variables of a Winning Stock
Use this eight-point checklist to find the best stocks on Wall Street.


Tips & Techniques for Successful Stock Trading
Regardless of which brokerage you do business with, you can save money with every trade if you know the ropes. Here are some of the tips and techniques I’ve picked up over the years.


10 Simple Rules of Investing
Anyone can achieve their financial goals if they know how to invest properly. Follow these 10 Simple Rules and you'll be on your way to building your wealth in no time!



Economic Indicators: What You Need to Know

Believe it or not, leading economic indicators have a huge effect on the market, the economy, and most importantly, your portfolio. And knowing the ins and outs of some of the top indicators is one of the most profitable secret weapons on Wall Street.


The 5 Biggest Stock Market Myths
Stocks that go down must come up, right? Wrong. We bust this and four other common market misconceptions.


Earnings Season: Reaping the Benefits of Investing Money
Most U.S. corporations report their earnings each quarter on a calendar basis, so every January, April, July and October we get earnings releases pretty much every day of the month that keep us up to date on the quarterly sales and overall earnings results reported by the majority of companies. Why is this a good thing? Find out here.


5 Things You Need to Know About Earnings Season
Earnings season is here… again. And the media is in frenzy… again. So what's all the hype really about? Here are five things you need to know about earnings season and how to profit.


Are Lower P/E Ratio Stocks Always Better Investments?
The short answer? No. The long answer? It depends. Learn more here.


Mutual Funds Dos & Don'ts
If you handle them wisely, mutual funds can be a very profitable part of your portfolio. Here are 5 do's and don'ts for the loyal mutual fund investor.


Understanding Mutual Fund & Stock Ticker Symbols


Mutual Fund Fee & Expense Analyzer
Compare the fees and expenses of up to three mutual funds or ETFs.


3 Funds to Avoid & One to Buy Now
Special report reveals 3 funds you should avoid at all costs, plus one to buy NOW.


Tips on Getting Into Closed Funds
Let’s talk about closed funds. First, why do funds close? Second, what does it mean for you when a fund closes? Finally, what can, or should you do about it?


How to Spot a Loaded Mutual Fund 
So how can you tell if a mutual fund carries a load or not? Here are the seven signs that indicate you’re being sold a loaded fund. Watch out for them!


Current Portfolio Allocation
Find out what your own personal pie chart looks like.


Lifetime Asset Allocator
How should you be allocating your assets to reach your goals? Find out here.


Asset Classes: How They Work & What They Do
Before you begin investing, you first need to decide how much to invest among the three asset classes: cash, bonds or stocks. Find out how they work and what they do here.


The Perfect Portfolio Allocation
One of the keys to reduce the stock market’s influence on your portfolio’s performance is to pay attention to what I call the 60-30-10 mix.


Beginners' Guide to Asset Allocation, Diversification, and Rebalancing
A great primer for new investors on the importance of proper asset allocation.


The Zig-Zag Approach: Invest in Any Market
No matter what is happening in the market, the keys to successful investing are simple: a portfolio of stocks with powerful fundamentals and extreme buying pressure and staying invested at all times. In order to accomplish this, you need to take as much of the daily stock market gyrations out of the equation and let the strength of your stocks speak for themselves. Zig-Zag can help you do exactly this.


3-Step Guide to Building Wealth in Tough Times
The economy’s headed south, everyone agrees. But your stocks don’t have to go with it.  Find out how to protect your portfolio and LOVE the slowdown here.



Seven Simple Steps to Greater Wealth (and Safety) in 2008


Below is my “top seven” list of things you can do to set yourself on a more prosperous track this year. Pick a couple of actions from the list (I suggest no more than three), then go to work immediately. If you act now, you can sit back and watch the benefits accrue throughout the rest of the year.


1. Boost the yield on your “lazy” cash.

Banks and brokers adore customers who leave money idling in accounts that pay next to no interest. Don’t stand for it! Even with the recent rate cuts by the Federal Reserve, there are some great high-yielding account options out there. Find out about two of them by clicking here.


2. Make the biggest contribution you can to a tax-deductible savings plan.

For most people, the most basic tax-favored savings tool is an employer’s 401(k) plan. If your employer offers any kind of matching grant to supplement your own contributions, treat it as free money. Grab as much as you can! Furthermore, I generally advise folks to take their 401(k) contributions to the limit allowed by the plan before branching out into other kinds of investments. Read more…


3. Close at least one mutual fund or annuity account that no longer meets your needs.

In my experience, people tend to hang on to some investments too long. If, for example, you bought a so-called "emerging growth" fund in the late 1990s and it's still under water, 2008 is the year to move on. Upgrade to a more stable large-cap growth fund. Read more…


4. Build your holdings of high-dividend stocks.

2007 was an off year for the high-dividend strategy, largely because of troubles in the financial sector. However, many companies whose stocks made little headway last year are still churning out superb operating results. At today's higher yields, these champions are a better buy than ever. For details on My 3 Top Picks for 2008, click here to read my Special Report. It details three high-quality income investments with yields that have remained quite high, despite the recent rate-cuts.


5. Upgrade to a safer stockbroker.

I can’t stress enough the importance of checking out your broker's financial health, especially if you've got an account worth more than $500,000 (the limit on insurance provided by the quasi-governmental Securities Investor Protection Corp.). Read more…


6. Donate appreciated stock to charity.

For tax purposes, if you've held a stock for more than a year, you can deduct the fair market value of the gift, rather than your cost basis—a nice incentive to give away stock that has gone up dramatically since you bought it. Read more…


7. Take a knife to your insurance costs.

You might be paying far too much for insurance and not even know it. Read more…

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