Investing Strategies & Personal Finance

Money is a really important subject that nobody ever wants to talk about. But if you’re ever going to take charge of your finances and have a comfortable future, it’s important to master the concepts and strategies that can help you make more money, put you in control, and improve your life. Discover the proven strategies used by some of the world’s best financial minds to help you maximize your profits and minimize your risk.

Articles on Investing Strategies & Personal Finance

Everything we have discussed about the market the past two months remains the same, says Steve Reitmeister, editor of Reitmeister Total Return.
The Fed maintains that the jump in consumer prices is temporary due to the pent-up demand caused by the pandemic, notes Dan Sullivan, editor of The Chartist.
Our Timely Ten list represents our top ten recommendations from the Undervalued category as of each month, explains Kelley Wright, a specialist in blue chip, dividend stocks and the editor of Investment Quality Trends.
Given that the expected return of a bond is its interest rate, fixed income investments are not very attractive for generating meaningful returns, notes Chuck Carlson, dividend reinvestment expert and editor of DRIP Investor.
Something happened recently that has never happened before in the market. If you take the current rate of inflation and compare it to the S&P 500’s earnings and dividend yield, you get a number that is basically close to zero, explains Justin Carbonneau, editor at Validea.
The summer is usually weak and many economists aren’t looking for much year-end improvement. So, be cautious, notes Harry Domash, income specialist and editor of Dividend Detective.
Sponsored Content - FINRA is a not-for-profit organization dedicated to investor protection and market integrity. Under the oversight of the US Securities and Exchange Commission, FINRA regulates one critical part of the securities industry—brokerage firms doing business with the public in the US. 
I have seen too many instances where investors pursue the mania of the moment and wrong courses of action because they do not take the time to think critically about what has happened in the past, cautions Kelley Wright, editor of Investment Quality Trends.
We follow an approach to investing that focuses on broadly diversified investments in undervalued stocks for their long-term appreciation potential, explains John Buckingham, money manager, value investing specialist and editor of The Prudent Speculator.
Every now and then I get a nagging feeling to overhaul the portfolio and make wholesale changes, notes Steve Reitmeister, growth and income specialist and editor of Reitmeister Total Return.

Experts on Investing Strategies & Personal Finance



Virtual Expos

Virtual Learning

Join the CEO and founder, Trung Pham, for a presentation on RYSE SmartShade and its vision to create a multi-billion-dollar company in the global smart home industry. With four awarded patents, RYSE is a tech company creating affordable devices to intelligently automate window blinds and shades. During this webinar, you will hear about the company's unique investment opportunity and ground-breaking autonomous solution that has led to over 30,000 units sold and $4.5 million in revenue.
As the investment world expands with technological advancements, how do accredited investors select the right investments? Leo Chen will discuss traditional and modern alternative investments that are tailored for accredited investors.

ESG (environmental, social, and governance) investing is one of the biggest trends in the markets. But what are you actually getting when you buy an ESG ETF? Do their holdings really match the ESG values they claim, or can we do better?

Zoe Bollinger will review the major trends in socially responsible investing and take a look at some of the major fund offerings and their holdings. Then she will discuss how to find a balance between investing your values while achieving performance and explore the most important factors in developing investment strategies that integrate ethical and sustainable investing goals without sacrificing performance.



Every investor, money manager, every financial advisor begins with a strategy and philosophy of investing. How do the strategies compare? What should you expect? What are the advantages and disadvantages of each strategy? What happens when investors, money managers, or financial advisors change strategy? How do you measure success? How do you know if you are "winning"?
Zhittya Genesis Medicine, Inc., is developing novel pharmaceuticals that have the potential to treat and reverse diseases that account for more than 50% of all adult deaths, worldwide. In FDA-authorized clinical trials these drugs have shown remarkable success in reversing severe coronary artery disease and healing chronic diabetic foot ulcers. New clinical trials are planned in the coming year to treat patients with Parkinson's disease, ALS (Lou Gehrig's disease), multiple sclerosis, chronic stroke, and Alzheimer's disease. A very attractive Pre-IPO investment is now being offered to suitable investors to help fund the upcoming IPO, which has a firm commitment from a highly regarded securities firm and will take place in 5-6 months.
Artificial intelligence is changing the world in numerous industries. Find out in this session how AI is at the onset of disrupting civil and critical infrastructure like never before. American Infrastructure Group's proprietary technology algorithms can process data analytics in a matter of hours versus weeks or months. US Infrastructure spending will reach $396 Billion (Annually) by 2022 where the majority of processes are still done manually. This comes ahead of the potential $1+ Trillion spending bill from Washington.
All wealth comes from the land. Something grown, built, or mined. David Morgan will take you on a journey as to how and why mineral wealth is the next largest trend. As accredited investors, you have a unique opportunity to build legacy wealth for generations. You will learn how to diversify and Mr. Morgan will provide one company to you that is on the verge of changing the entire mining industry.
Learn how to earn consistent passive income and diversify your portfolio with one simple investment vehicle. In this session, the managing partners of Bequest Funds, Martin Saenz and Shawn Muneio, explain how their fund leverages the secondary mortgage market to generate 8% or 9% annual preferred returns for investors. Monthly payments from borrowers become monthly passive income for investors. Join us to learn more about Bequest Funds' conservative underwriting model and investor benefits including monthly passive income distributions, zero fees, and investment liquidity following a mere 12-month lock-in period. Earn consistent income and diversify your portfolio to include real estate assets with Bequest Funds.

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Generating consistent gains in an ever-changing market is nearly impossible unless you know how (and when) to adapt to different market phases. Even a great strategy won’t work in the wrong conditions, and managing the money that you already have in the markets effectively is just as important as making the initial investment or placing the trade. In this section, you can learn about specific investing strategies and investment picks that will allow you to dampen risk without giving up solid gains. You’ll learn how to generate superior returns to establish a margin of safety in anticipation of black swan events and market anomalies.

With headwinds such as a longer time horizon, the current low-yield market environment, and the need to strategically allocate beyond stocks, bonds, and funds, there are several distinct and important financial decisions that really matter. Those are the ones you need to get right, so you don’t run out of money during your golden years. But, even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and underspending. The nature of risk changes in retirement, as the lifestyles of retirees become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. Learn how to safeguard your portfolio and your plan against these risk factors.

With volatility making a comeback in the markets, investors are looking for the best investment strategies to protect—and grow their portfolios—in a challenging environment. Uncover effective strategies for managing your assets for a longer period of time, given current market conditions and longer life-span expectations. Learn about specific investments that could accomplish the goal of making your nest egg comfortably provide an income throughout your lifetime.

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Accredited Investors Virtual Expo

July 27 - 29, 2021