How to Track Your Stop Losses


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Stop Losses Beginning toward the end of February of this coming year, stop losses limit order allowed by brokerage firms will cease. Well those that are traded on the NYSE will be affected, not sure how the new rules will work with trades over the Nasdaq and American Stock Exchanges. Last week the NYSE announced…read more »

Investment Ideas Bi-Monthly – Monday Dec. 07, 2015


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Investment Ideas (Monday – Dec. 07 2015) A bi-monthly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or sell any security, but a…read more »

How Much to Withdraw During Retirement?


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The 4 % Rule   The purpose for the 4 % rule was to insure that a retiree would not run out of assets during retirement years. The real question is how much to withdraw during retirement? What if you want a higher life style that the 4 % rule would allow? The main adjective…read more »

Placing REITs in an IRA


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REITS in Retirement Account The major advantage of REITs (Real Estate Investment Trusts) for investors is the dividend yield that they offer compared to other dividend paying common stock. REITs provide dividends and growth as well as diversity in retirement account like an IRA or Roth IRA. The key question today is how will rising…read more »

Investment Ideas Bi-Monthly – Monday Nov. 23, 2015


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Investment Ideas Start Your 14 Day FREE Trial to Action Alerts PLUS Today & Get Email Alerts For Every Buy Or Sell Cramer Makes, Trade Along with Jim Cramer Now. Action Alerts PLUS: Jim Cramer & Jack Mohr from Katie Miller on Vimeo. (Monday – Nov. 23 2015) A bi-monthly forecast and investment ideas covering…read more »

Hard Stop Loss Vs. Trailing Stop Loss


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Stock Stop Losses A stop loss is a predetermined point at which you’ll sell a trading position if it reaches a certain level; there are several variations that an investor can choose. Today I will address two of those Stop Loss strategies that being a “hard stop loss” and “trailing stop loss.” A hard stop…read more »

Tax Strategies During Retirement


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Tax Strategies When planning for retirement or in you are already in retirement, taxes is a major concern. For those of us already in retirement, the two most important sources of retirement income are your Social Security benefits and distributions (withdrawals) from our retirement accounts such as IRAs and pensions from our employers which includes…read more »

Investment Ideas Bi-Monthly – Monday Nov. 09, 2015


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Investment Ideas (Monday – Nov. 09, 2015) A bi-monthly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or sell any security, but a…read more »

Auto Insurance Premium Tips


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Auto Insurance Just read this morning in my recent copy of “Bottom Line” (November 1, 2015 issue) a tip as it relates to saving money on your auto insurance premium. I was quite surprised to learn that most insurance companies charge extra for policy holders that are Widows and Widowers; that extra charge can be…read more »

Investment Ideas Weekly – Monday Oct 26, 2015


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Investment Ideas – Monday Oct 26, 2015 (Monday – Oct 26, 2015) A weekly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or…read more »

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