logo
  • Home
  • About Us
  • Healthcare
  • Final Expense
  • Personal Finance
  • Estate Planning
  • Morning Fix

news img

Are You Protected by the SEC?

Morning FixDavid Evanson
Will the SEC protect you? They’ll certainly try, but their efforts are outgunned by corporations with bigger budgets. To get a feel for what the Securities and Exchange Commission, an investor protection agency, faces, consider this: The 2020 SEC bud[...]
news img

The Pluses and Minuses of Margin Loans

Morning FixDavid Evanson
Table of Contents: Four Advantages of Margin Loans How to Protect Yourself from a “Margin Call” If you own a portfolio of stocks in a taxable brokerage account (not an IRA, Roth IRA, 401(k), or other tax deferred account), then you’ve got[...]
news img

The Danger of Banking on a Top-Performing Mutual Fund

Morning FixDavid Evanson
Every quarter, mutual fund performance is tallied and ranked, covering the short term, full year, and recent future, including 5, 10, and 20-year periods.* These rankings can be beneficial, but they often lead investors astray. Specifically, almost a[...]
news img

The Illusion Of Successful Investing

Morning FixDavid Evanson
The chart below, which shows the price performance of Google (NASDAQ: GOOGL) shares since the company went public, likely provokes a familiar reaction: Wow, I wish I got in early. Since going public in 2004, Google shares have gone from $85 to about [...]
news img

More Bad Celebrity Investments

Morning FixDavid Evanson
Being famous doesn’t insulate you from losing money on bad investments. In fact, it may increase your chances of going belly up, since celebrities are bigger targets for scam artists. Bono lost $140 million on an investment in PalmPilots.* Always rem[...]
news img

Dogs of the Dow

Morning FixDavid Evanson
With a new year approaching, it’s a good time to look into The Dogs of The Dow investment strategy. This strategy is popular and has beaten the performance of the Dow Jones average eight out of the last 10 years.  The strategy is simple: Buy the[...]
news img

ETF Deathwatch

Morning FixDavid Evanson
So called exchange-traded funds (ETFs) represent an advanced form of mutual and index funds that confer several benefits which principally consist of lower costs and more efficient tax treatment.  One of the dirty secrets about ETFs is that they[...]
news img

Which Is Better?

Morning FixDavid Evanson
One of the biggest money debates is whether investors are better off buying actively managed funds or passively managed funds. It sounds complex, but both are easy to explain. A passive fund is one that is built and managed by a rule. For instance, a[...]
news img

Royal Returns on Your Investments

Morning FixDavid Evanson
The Dividend Aristocrats are S&P 500 stocks that have increased their dividend payouts for 25 consecutive years or more.* For investors, buying and holding dividend aristocrats can be a viable path to long term wealth creation. Here’s an example:[...]
news img

Whiskey as an Investment

Morning FixDavid Evanson
It’s true, investors are scooping up rare whiskeys. The market for American Whiskey is newer than the market for Scotch or Japanese whiskey, and as a result there are significant opportunities for appreciation. For instance, buyers of the infamous 23[...]
news img

Bad Celebrity Investments

Morning FixDavid Evanson
Actress Kim Basinger bought the town of Braselton, Georgia for $20 million in 1988 and sold it for $1 million in 1993. Buy high, sell low. In 2006, baseball legend Curt Schilling founded Green Monster Games with $50 million of his own money, which st[...]
news img

5 Investments Seniors Are Avoiding

Personal FinanceSenior Life Advisor Staff
Table of Contents: Collectibles Digital Currency Penny Stocks Restaurants Timeshares Passive income with limited risk is the ideal outcome of any investment, but hitting the jackpot is a long shot on even the “safest” of opportunities. Considering ri[...]
news img

Smart Investments for Seniors

Personal FinanceSenior Life Advisor Staff
Everyone daydreams about the moment when they can leave the workforce behind and make relaxation their full-time job, but most ignore the fact that losing a source of income can seriously hinder their vacation plans. When the checks stop rolling in, [...]

LATEST NEWS

featured posts
After COVID-19: What to Expect from Post-Pandemic Life
featured posts
Your Guide to the Medicare Advantage Open Enrollment Period
featured posts
When Can I Get the COVID-19 Vaccine?
featured posts
The COVID-19 Vaccines: FAQs
logo

Menu

  • Home
  • About Us
  • Healthcare
  • Personal Finance
  • Estate Planning
  • Morning Fix

Get in Touch

  • 325 Chestnut Street
  • Suite 876 #109
  • Philadelphia, PA 19106
© 2022 SeniorLifeAdvisor. All rights reserved.
Privacy Policy | Terms of Use | Site Map