Author: adminpro

  • Short Selling, Stock Picking, and GameStop

    At this point most everyone has heard of the craziness surrounding GameStop stock over the last few weeks.  There are several things we can learn from the madness.  First I will try to explain as simply as possible, what actually happened. Retail stock market traders banded together in the Reddit forum “WallStreetBets” and decided to…

  • How Much Will Your Social Security Benefit Be?

    Understanding your social security benefit is a huge part of being prepared for retirement, and even the young generation should understand what they can expect to receive from social security.   It can be very confusing as there are many different rules and variables that go into the equation of estimating your social security benefit. Basics…

  • Health Insurance Options in Idaho for 2021

    As the Open Enrollment Period for enrolling in a qualified health insurance plans kicks off for 2021, I thought it would be a good time to review some basics on how health insurance in Idaho works these days. Open Enrollment Period If you do not currently have a health insurance plan you have until December…

  • Elections Impact on the Stock Market

    2020 has obviously been a crazy year, and with the Presidential Election coming up, it is not about to calm down anytime soon.  The stock market has been a thrill ride ever since late February, with a big drop and then a steady climb.  Tech stocks and Large US stocks have already made it back…

  • Stocks vs Real Estate

    The comparison is often made between investing in Real Estate vs investing in the Stock Market.   There are many strong points to both arguments, but as an Investment Advisor, I am going to argue the side of why the stock market is a better long term investment.  Note, I am not inferring you should not…

  • Built To Last-Engineering a Portfolio to Survive a Volatile Market (Zoom Meeting)

    Wednesday August 12, 2020 3:00 PM to 4:00 PM  In this webinar I will be discussing how you can create a mix of investments to get the best possible return during up markets and during down markets. I will discuss recent trends and types of stock …

  • Large Stocks vs Small Stocks: Does the Last 3 Years Change Things?

    Looking back at the last few years, small stocks have been under performing by a big margin compared to large stocks.   Is this just a short term fad or is this a bandwagon that you need to jump on? The S&P 500 is a grouping of the 500 largest companies in America.  It is a…

  • The Easiest Way to Become a Millionaire

    Becoming a Millionaire used to seem like this totally unrealistic goal that would never happen unless I won the lottery or inherited a bunch of money from some distant relative.   As it turns out becoming a millionaire is not all that unrealistic of a goal. Becoming a millionaire just means that your net worth,…

  • Now is the Time to Rebalance your Investments

    With the big drop in the stock market last month, this is the best time to rebalance your investment portfolio. Today we are going to discuss the topic of Rebalancing your portfolio and why it is so important.  I will explain to you how a continuously rebalanced portfolio is one that is constantly buying low…

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