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

Investors who want income don’t have to settle for the negative real yields (after inflation and taxes) available in traditional retirement income investments, explains Bob Carlson, editor of Retirement Watch.
The secret to building wealth as a trader is simple: Don’t be greedy. It’s also easier said than done, states Bob Lang of Explosive Options.
Valuations remain at or near their highest levels in history, corporations continue to add to their record debt loads, and inflation is proving to be non-transitory, cautions Jim Stack, money manager and editor of InvesTech Research.
Over the past week, the S&P 500 (SPX) is relatively breakeven. If you ask the average investor how they are doing, they will tell you unequivocally that this weak has been downright brutal, states Steve Reitmeister, editor of Reitmeister Total Return.
Thanksgiving. It’s my favorite holiday of the year. What’s not to like about a day dedicated to expressing gratitude for the positive things happening in our lives, asks Mike Larson, editor of Safe Money Report?
Gold and the metals universe are all headed much higher. Stocks are hitting new record highs, bonds are up too, and things are looking good, explains Mary Anne and Pamela Aden, resource sector specialists and co-editors of The Aden Forecast.
A few months ago, I drew attention to the fact that the Nasdaq was showing signs of increasing dispersion under the surface, a warning regarding the relative health of the uptrend, states Jesse Felder of The Felder Report.
Composite Help crossed below zero on Wednesday and continued deeper in yesterday’s session, states Ian Murphy of MurphyTrading.com.
Sponsored Content - Cybercriminals may lurk in the background, devising plans to steal personal financial information, but you can play an important role in safeguarding your information, says Christine Kieffer of the FINRA Investor Education Foundation.
Back to the main question. Was the recent market move above 4,700 a breakout or a fake out, asks Steve Reitmeister, editor of Reitmeister Total Return?

Experts on Investing Strategies & Personal Finance



Virtual Expos

Virtual Learning

Avi Gilburt, founder of ElliottWaveTrader.net and one of the top-followed analysts on Seeking Alpha, will take you through his analysis to outline what he expects the S&P 500 to do in 2022 and provide parameters to help you stay on the profitable side of the market. He will also give you his longer-term prognostication, which may not sit well with many long-term investors.
The stock market is filled with individuals who know the price of everything but the value of nothing. In this session, Douglas Kass will describe what he has learned through numerous decades of successful navigation through some of the most turbulent periods in market history. Listeners will receive valuable information on his time-tested analytical skills, and his essential for looking past current noise and herd mentality. Mr. Kass will share the critical rules that he lives by to help you become a better investor.

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.
The re-starting of the global economy has come with multiple hiccups including supply-chain glitches, labor shortages, social divisiveness, and confusing government responses. Thomas Lee discusses how corporates have been very resilient in the midst of this, creating value for shareholders.
ECI Development, with over 25 years of experience working in the real estate development space across the region of Latin America, has built the foundation, reputation, and track record to now spring forward and seize the moment. Join this session with the company's CEO and co-founder, Michael Cobb, to discover what ECI Development has to offer.

Join us for an overview of the craft distilling landscape and market opportunities with JK Williams Distilling. Andy Faris and Nicholas Nelson will introduce JK Williams Distilling and the historical background of Peoria, Illinois as the original Whiskey Capital of the World. Next, they will dive into a brief summary of current and future products and awards won in 2021, followed by an overview of the company and its investment opportunity.

The market has had an incredible run so far this year and despite Covid, supply-chain issues, skyrocketing inflation, zero interest rates, incessant turmoil in Washington, etc., the market continues to boom higher. But you know and I know that there is a bust coming to this boom at some point. Some believe it is right around the corner; maybe notbut can you take the chance of not being prepared?

One way or the other, one of these days the market is going to fall off a cliff and your portfolio needs to be prepared for that fateful day.

Can you afford to lose 50% or more of your investments in the next major bear market? As an investor, why would you rely on the same old buy-and-hold nonsense that most financial advisors push? Why follow a strategy virtually guaranteed to get decimated in the next bear market cycle.

What if you could make money in bear markets just as you make money in bull markets? In this session you will learn how to build a world-class portfolio that is just as prepared to take advantage of bear markets as it is for bull markets.

After the presentation has ended, you can join Mike for a special Zoom conference where you can probe as deep as you want into his highly successful portfolio that makes his clients money in both bull and bear markets.



Throughout its 35-year history, National Retail Properties (NYSE: NNN) has learned to never rest on its laurels when things go well and never panic when things take a negative turn. Join Chris Barry to hear how using disciplined, consistent execution allowed NNN to position itself to withstand the initial impact of the Covid-19 pandemic, quickly return to robust rent collection, and maintain high-occupancy while increasing its annual dividend in 2021 for the 32nd consecutive time and produce a 25-year average annual total return of 12%.
Join Nasdaq's Seamus Scaring as he explores the transformation from self-directed to advisor-based investment styles. As Millennials amass more wealth, they look to professionals like Elite Wealth Management's Fariba Ronnasi, Merrill Lynch's Frank Fiore and others for portfolio expertise.

You've got questions and he's got answers.

Wondering about what's really moving markets? How to beat inflation? Searching for the next Tesla? What's next for the Dollar? The Fed? China? Which companies to buy even if growth does slow down?

Here's your chance to ask one of the very best in the business.

Keith Fitz-Gerald has spent more than 40 years in global markets and has logged more than 1,300 prime time appearances that have helped millions of investors around the world for the past two decades. And we're going to sit down with him for an exclusive chat only YOU will be asking the questions!

This session is hosted via Zoom, and you must have video and audio enabled to participate. Limited attendees will be admitted to the room at one time. Those who would only like to watch the discussion, can do so right in the presentation room without joining the Zoom meeting.

Instructions on How to Participate:

  1. Five minutes prior to the start of the session, the presentation room will open.
  2. Please click on the "Join Discussion" button just above the live chat to gain access to the Zoom meeting.
  3. You will be placed in a waiting room and will be admitted when a spot becomes available.
  4. Feel free to continue watching the presentation from the Virtual Platform while waiting to be admitted.
  5. Upon admittance to the Zoom room, be sure to mute your Virtual Platform video player as to not hear an echo.

We look forward to connecting with you!

By Entering the Zoom Meeting You Agree to be Recorded.


Conferences


Cruises



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.