There is over $16 trillion invested in mutual funds. Mutual funds are an excellent way to invest and grow your wealth, however there is a great disparity in their fees. Studies show these fees are the greatest indicator of mutual fund performance. You may be even more surprised to learn that most financial advisors, professionals,…

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Losing Money in the Stock Market

There is no doubt that despite the ups and downs of the stock market, it is one of the best way to build wealth over the long-term. Fidelity recently conducted a study as to which accounts had performed the best. What they found interestingly, was that they were dead or had forgotten they had an…

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The performance of the S&P500 was relatively flat this year, however there was enough drama behind the scenes to provide some valuable lessons for us all. Here are three stock market lessons that can come in handy as we look at the market for 2016! Click here for more tips on SMART Investing and what you can…

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When it comes to investing, mutual funds are one of the most common ways to invest. Many investors enjoy selecting individual investments and monitoring their progress on a regular basis. This can be rewarding and fun if you have the time, experience and patience to research your investments and monitor their progress. Like many people,…

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Seeing the recent market dips have been scary. We saw $1 trillion evaporate in a week with the Dow down 1900 points, or 11%, in just 6 trading days. How do we make sense of the market mayhem? What’s going on, and more importantly what should you do? The volatility of the market stems from…

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Choosing SMART Stocks

With thousands of stocks to choose from, it can be difficult to select the right one for the average investor. First and foremost you want to make sure that it fits your financial plan, risk tolerance, goals, time horizon, and other personal needs. However, regardless of your investing framework, click on the link below to help…

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In this series, we have covered how to pick SMART stocks using different types of screening criteria. You can click here to get overview on the two main ways to analyze a stock: fundamental analysis and technical analysis. A well-balanced stock portfolio should consist of, at a minimum, 15-20 stocks in seven or more different industries…

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In Part 1 and Part 2 of our series, we have covered how to screen for SMART stocks. There are two main ways to analyze a stock: fundamental analysis and technical analysis. In Part 2 we covered fundamental analysis. In this article we cover technical analysis. Whereas fundamental analysis measures the value of the company through its financial data,…

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In Part 1 we covered the first part on how to select stocks to invest in if it is right for you. You can click here for more information and download the SMART Stock Checklist! With more than 45,000 stocks listed in stock exchanges in the world and approximately 8,800 in the U.S., it can be hard…

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