Would you like to learn more about investment strategies? We hold a variety of educational workshops that are open to all. We also provide one-on-one wealth coaching. All of these …
Investing Blog
Rosen Workshops and Educational Events
Frequently Asked Questions (FAQ) About Investing
This is the fun part. I love answering questions about investing. Let’s look at a few at a time. How Do You Build a Better Portfolio Using an Academic Approach? …
Coordinate Your Financial and Estate Planning
You can do everything right on the investment side and still have problems when you reach retirement because of poor coordination between financial planning and estate planning. Poor financial planning …
What Good is an Investment Advisor?
An investment advisor can help you avoid making big mistakes. He does that by giving dispassionate, objective advice that’s tailored to your unique situation. Ask yourself if you can trust …
Questions to Ask When Evaluating an Investment Advisor
An excellent way to identify conflicts of interest is to examine how the advisor is compensated. Here are some simple questions you should ask: 1. How do you get paid? …
How to Choose an Investment Advisor
A lot of the decisions you have to make in the investment process are emotional. They should be, because they will affect the people you care about the most. That’s …
Reexamining the 5th Key Rule of Successful Investing: Buy Low and Sell High
You’ve probably heard this advice so often that you’ve come to laugh it off. Of course, we all want to buy low and sell high; the question is how? The …
Reexamining the 4th Key Rule of Successful Investing: Reduce Your Costs
One of the easiest ways to make more money in your portfolio is by not spending as much in fees, but the only way you can reduce these costs is …
Reexamining the 3rd Key Rule of Successful Investing: Diversify Broadly
If you own mutual fund shares, the MRI will evaluate what they contain. Let’s say you own both Fidelity’s Contra Fund and Fidelity’s Growth Fund, each of which invests in …
Reexamining the 2nd Key Rule of Successful Investing: Buy and Hold
You may recall that missing the market’s top-performing days by trying to react to “news” or speculation can prove costly to a portfolio. Remember the hypothetical investor who missed only …