Dividend Portfolio Sector Allocation September 2015

Every few months I like to take a look at my portfolio holdings and examine my overall sector allocations to see if they meet my comfort level as to how my capital is distributed. As we all know, market forces affect certain sectors at different times throughout business cycles which can often throw many portfolio … Read more

How To Invest In Declining Stocks

The following is a sponsored blog post:   While the market has seen an impressive performance over the past several years, times are changing. The bottom line is that for the past few months, we’ve seen more declines than gains; which is really starting to become concerning to investors. As a financial professional, my friends … Read more

Investing In Yourself Living Abroad

Travelling as investment Some consider travel an investment in themselves, their education, or cultural exploration.  Saving money in order to see the world -learn, examine, and enjoy- these are forms of investment, a different sort albeit.  For some traveling isn’t enough.  They reach a destination, then comes the epiphany. They fall in love with the … Read more

Financial Advice From the Old Testament

Among the many personal finance and dividend blogs that exist, the common theme of ‘financial discipline’ seems to dominate our writings. We often talk about having financial discipline when it comes to our savings rate. We speak of living below our means and not chasing after material objects. We speak of financial discipline with our … Read more

Reasons Your Business Should Accept Card Payments

The following is a guest blog post:   There are so many great reasons why your business should definitely start accepting credit card payments from clients and customers, especially if you have not already done so and you are still relying upon checks and cash from people. These solutions can be inconvenient both to you … Read more

Introducing A New Visual Way To Invest

When analyzing stocks we are constantly searching for new and innovative ways to gather information and gain insight into a potential buy. Typically, we scour through dozens of income statements and balance sheets while looking at historical charts and graphs all in an effort to make sense of the data collected. Wouldn’t it be nice … Read more