Author - Sam Fawaz, CPA, CFP®

1
A Good Time to Sell?
2
10 Investment Mistakes to Avoid
3
Crypto-Currency: The Next Tulip Craze?
4
Are Millennials Risk Averse Savers?
5
2016 YDFS Investment Review

A Good Time to Sell?

I got a call this week from a client who wanted to sell more than 50% of their investments over fear that the North Korea situation might balloon into something big. Despite my assurances that the market is trading within 1% of an all-time high, and if institutions with billions of dollars under management weren’t selling, why would we? What do we know that they, with their millions of dollars in market and geo-political risk assessment research, don’t know? And once you sell, how will you know when to get back in?

So far, the world markets seem to be …

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10 Investment Mistakes to Avoid

There are many ways to lose money while investing your money. Here’s a look at 10 proven ways to manage your stock portfolio into the ground in no time.

The temptation to sell is always highest when the market drops the furthest.

Who needs a pyramid scheme or a crooked money manager when you can lose money in the stock market all by yourself?  If you want to help curb your loss potential, avoid these 10 strategies:

  1. Go with the herd. If everyone else is buying it, it must be good, right? Wrong. Investors tend to do what everyone else
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Crypto-Currency: The Next Tulip Craze?

Imagine transacting business or buying goods and services one day without using a single dollar bill or other country currency.  Imagine further that no one country or organization controls the currency and no one can create further units to dilute the value of your buying power. That’s the promise of crypto-currencies, which, since the first one was introduced in 2009, have been gaining much attention and buying.

In fact, one candidate for the greatest bull market run (uptrend) in financial history is the recent run-up in price of the Bitcoin—the crypto-currency favored by international arms dealers and drug cartels, but …

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Are Millennials Risk Averse Savers?

The Millennials are the generation of kids born between the years 1981 and 1997. This year, Millennials will overtake the baby boomers as largest generation in United States history with 75.3 million people.

Millennial Americans are saving their money at a higher rate than their Baby Boomer counterparts at a similar age.  Research from the Transamerica Center for Retirement Studies shows that nearly three-quarters of Millennials are saving for retirement at an earlier age than past generations.  Half are putting away 6% of their income or more—a statistic that makes Millennials the best cohort of savers since the Great Depression, …

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2016 YDFS Investment Review

So President-elect Trump didn’t crash the market; the world didn’t fall apart after the Brexit vote; and the worst start to the year in history didn’t derail what ended up being a pretty good year in the stock markets. “Who da thunk it?”

You know you’re deep into a longstanding bull market when you see things like average pedestrians keeping one eye on the market tickers outside of brokerage houses to see when the Dow Jones Industrial Average has finally breached the 20,000 mark.  Who would have imagined record market highs at this point last year, when the indices ended …

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