Activist Investors. Are They Good or Bad?

Warren Buffett is one of the world’s most famous and successful “value investors” who created a rather famous line several years ago:

“Price is what you pay, and value is what you get”

Although this statement may appear overly simplistic for a person whose net worth is greater than several billion dollars, the Investment Committee would highly recommend that all investor memorize this phrase (perhaps even print out a copy and hang it on a wall).

For example, let’s say that we were to find an Armani sweater hidden in the racks at a discount retailer for 75% off the retail price, simply because there’s a little hole within the fabric. We can easily purchase the sweater, fix the little hole, and after that have a very nice sweater for a fraction of the price.

Comparable opportunities take place in equity markets, and value investing is predicated upon the idea . . . → Read More: Activist Investors. Are They Good or Bad?

Are Activist Investors Good or Bad?

Warren Buffett is one of the world’s most well-known and successful “value investors” who created a rather famous line many years ago:

“Price is what you pay, and value is what you get”

Although this statement could seem overly simplistic for a person whose net worth is greater than several billion dollars, the Investment Committee would strongly recommend that all investor memorize this sentence (perhaps even print out a copy and hang it on a wall).

For example, let’s say that we were to find an Armani sweater hidden in the racks at a discount retailer for 75% off the retail price, simply because there is a little hole within the fabric. We could purchase the sweater, fix the small hole, and after that have a very nice sweater for a fraction of the price.

Comparable possibilities take place in equity markets, and value investing is predicated upon the idea . . . → Read More: Are Activist Investors Good or Bad?

Discover Three Reasons Why The U.S. Is In Better Condition Than You Think

Whenever we turn around we hear that the economy has sunk, unemployment is a silent killer, and the Fed will send us screaming into the abyss. While in part I agree with these ideas, I am also very aware of some areas where the economy is doing well. It is very difficult to be an investor in this society and still stay positive.

Hidden Reason 1

Durable goods these are typically big pieces of equipment, big household appliances, company inventory, and things like that are being bought. This is a great sign because as soon as the economy does bad, big price goods are usually the first items to get cut. April vehicle sales numbers were the best we’ve seen since 2005 and the whole U.S. durable goods number jump almost to 3% and February was over two percent. This is a great indication since it shows companies are increasing . . . → Read More: Discover Three Reasons Why The U.S. Is In Better Condition Than You Think

Find out Three Reasons Why The U.S. Is In Better Condition Than You Think

Whenever we turn around we hear that the economy has sunk, unemployment is a silent killer, and the Fed will send us screaming into the abyss. While in part I agree with these ideas, I am also very aware of some areas where the economy is doing well. It is very difficult to be an investor in this society and still stay positive.

Hidden Reason 1

Durable goods these are typically big pieces of equipment, big household appliances, company inventory, and things like that are being bought. This is a great sign because as soon as the economy does bad, big price goods are usually the first items to get cut. April vehicle sales numbers were the best we’ve seen since 2005 and the whole U.S. durable goods number jump almost to 3% and February was over two percent. This is a great indication since it shows companies are increasing . . . → Read More: Find out Three Reasons Why The U.S. Is In Better Condition Than You Think

Should You Buy The Allianz 222?

I’m continually trying to make sure those who depend on me are the most knowledgeable pre retirees and retirees possible. For that reason, I’m presenting a short article form a friend of mine Jason Wenk ,which breaks down a very popular annuity, the Allianz 222. Jason does not offer annuities ,but he did such an excellent job of explaining how it works I had to present it.

The article is titled, “Independent, Objective Review of the Allianz 222 Annuity”. Jason is a self proclaimed “math geek” which is why his analysis of annuities are so persuasive and insightful. Jason is the founder of AnnuityGator.com and a frequent contributor to the site. Jason is a sought after speaker and educator by major financial services companies such as TD Ameritrade and Allianz for his unique knowledge of quantitative finance and social media.

Listed below are some points Jason makes concerning . . . → Read More: Should You Buy The Allianz 222?

A few Social Security Snares You Should Avoid

Social Security is one thing most people are looking forward to. Many are nervously waiting to turn on their Social Security as soon as possible because of the fear that it may not be around much longer. For many people Social Security will make up a large portion of their retirement, so it is not something to consider lightly.

How we take Social Security and when we take Social Security might possibly impact what we receive and just how our other income assets respond. Below are 3 Social Security Snares we will have to be aware of if we are going to succeed in retirement (stay retired).

Social Security Snare One

Here is a surprise, as much as 85% of your Social Security can be taxed. You heard right the IRS may take as much as 85% in the event you earn more than they permit. Often times . . . → Read More: A few Social Security Snares You Should Avoid

Are Activist Investors Good or Bad?

Warren Buffett is one of the world’s most popular and prosperous “value investors” who created a relatively well-known line many years ago:

“Price is what you pay, and value is what you get”

Although this statement may look overly simplistic for someone whose net worth exceeds several billion dollars, the Investment Committee would highly recommend that all investor memorize this sentence (perhaps even print out a copy and hang it on a wall).

For example, let’s say that we were to find an Armani sweater hidden in the racks at a discount retailer for 75% off the retail price, due to the fact there is a small hole within the fabric. We might purchase the sweater, fix the little hole, and then have a very nice sweater for a fraction of the price.

Similar possibilities exist in equity markets, and value investing is predicated upon the concept that these markets . . . → Read More: Are Activist Investors Good or Bad?

Uncover 3 Reasons Why The U.S. Is In Better Condition Than You Think

Whenever we turn around we hear that the economy has sunk, unemployment is a silent killer, and the Fed will send us screaming into the abyss. While in part I agree with these ideas, I am incredibly aware of some areas where the economy is doing well. It is very difficult to be an investor in this society and still stay positive.

Hidden Reason One

Durable goods these are big pieces of equipment, big household appliances, company inventory, and things like that are being purchased. This is an excellent sign because when the economy does bad, big price items are usually the first items to get cut. April vehicle sales numbers were the best we have seen since 2005 and the whole U.S. durable goods number jump almost to 3% and February was over 2%. This is a great indication because it shows businesses are increasing investment at a four . . . → Read More: Uncover 3 Reasons Why The U.S. Is In Better Condition Than You Think

More Info About The Allianz 222?

I’m always trying to make sure those who depend on me are the most well-informed pre retirees and retirees possible. For that reason, I’m presenting a short article form a friend of mine Jason Wenk ,which breaks down a very popular annuity, the Allianz 222. Jason doesn’t offer annuities ,but he did such a terrific job of explaining how it works I needed to present it.

The article is titled, “Independent, Objective Review of the Allianz 222 Annuity”. Jason is a self proclaimed “math geek” which explains why his analysis of annuities are so persuasive and educational. Jason is the founder of AnnuityGator.com and a frequent contributor to the site. Jason is a sought after speaker and educator by major financial services companies such as TD Ameritrade and Allianz for his unique knowledge of quantitative finance and social media.

Below are some points Jason makes regarding the Allianz . . . → Read More: More Info About The Allianz 222?

Try To Not Get Trapped In These 3 Social Security Snares!!

Social Security is one thing lots of people are looking forward to. Some are nervously waiting to turn on their Social Security as soon as possible because of the fear that it may not be around much longer. For many people Social Security will make up a large part of their retirement, so it is not something to consider lightly.

How we take Social Security and when we take Social Security may possibly impact what we receive and just how our other income assets respond. Below are Three Social Security Snares we must be familiar with if we are going to reach your goals in retirement (stay retired).

Social Security Snare # 1

Here is a surprise, as much as 85% of one’s Social Security can be taxed. Yes it’s true the IRS may take as much as 85% in case you earn more than they permit. Many . . . → Read More: Try To Not Get Trapped In These 3 Social Security Snares!!