In last week’s commentary, we discussed the strengths of dividend growth stocks, and made the case that they should play a key part in your retirement income strategy. But dividend growth stocks aren’t just for retirees: Their qualities make them a very good solution for those who are still accumulating assets to fund their retirement….
At Intelligent Capitalworks, we believe that the key to investment success is being a discriminating buyer ‒ and a patient owner. We didn’t invent this bit of wisdom ‒ it’s been applied by many successful investors, including Warren Buffet. The good news is, the approach that works for Warren (and countless non-famous investors) can be…
When building wealth for the long term, your goal should be time in the market ‒ not timing the market. This view represents the difference between being a long-term owner and a short-term renter (of stocks). If you can only take one investing axiom to heart, this might be the one. Moving in and out…
In last week’s blog, we discussed goals-based wealth management, a thoughtful approach to identifying and achieving your most important financial objectives. Now let’s look at asset/liability matching, which is a key part of the goals-based investing framework. Asset/liability matching originated in the pension world. Pension managers are responsible for meeting specific objectives, namely, paying specific…
Much has been written about whether financial advisors can help clients generate market-beating investment outperformance. Amid all of the activity that investors and their advisors pursue in hopeful expectations of outperforming the market, it’s easy to overlook the risk that those activities might create below-market returns. Underperformance can easily come from the unnecessary losses that…
We live in an increasingly do-it-yourself world, largely thanks to technology. Using 3-D printers, we can make our own toys and gadgets. Carbonation machines let us create sodas in our own kitchens. And of course, we’ve been able to invest online for years. The DIY trend has prompted more than a few people to ask…
