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Tales from the Personal Wealth Coaching Files
1) The Post-Brexit Surge
The markets are on a tear, with the Dow and S&P 500 surging to new, all-time highs following the U.K.’s Brexit vote. Psychologically, the market has once again done what nobody expected, and that is rally after the “bad” news. So, how have the rest of the markets performed of late, and what’s going on in safe-haven assets such as bonds and gold? Find out in today’s leadoff segment.
2) On Starting New Positions
The market is making new highs, and many investors think it’s too late to put money to work. That’s not the case, however, provided you put your money to work strategically. In today’s second segment, I go back to something my dad, Dick Fabian, taught me about how to start into new positions during bull markets. This strategy is as easy as knowing how to do some simple fractions. If you’ve been wondering how we get long market sectors after a bull run is in place, then this segment is a must.
3) Tales from the Personal Wealth Coaching Files
When I meet with new Personal Wealth Coaching clients, one of the first things I do is see how much cash they have in their portfolio. Over the past year, I’ve noticed way too many investors coming to me with far too much cash. That’s largely because investors are concerned about a market bubble, and a potential rise in interest rates. Fortunately, there are many ways to allocate to growth and income without being all-in stocks or bonds. In today’s final segment, I cover a few of the alternative ways investors can get long equities and bonds and start putting money to work strategically.
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By Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds1) The Post-Brexit Surge
The markets are on a tear, with the Dow and S&P 500 surging to new, all-time highs following the U.K.’s Brexit vote. Psychologically, the market has once again done what nobody expected, and that is rally after the “bad” news. So, how have the rest of the markets performed of late, and what’s going on in safe-haven assets such as bonds and gold? Find out in today’s leadoff segment.
2) On Starting New Positions
The market is making new highs, and many investors think it’s too late to put money to work. That’s not the case, however, provided you put your money to work strategically. In today’s second segment, I go back to something my dad, Dick Fabian, taught me about how to start into new positions during bull markets. This strategy is as easy as knowing how to do some simple fractions. If you’ve been wondering how we get long market sectors after a bull run is in place, then this segment is a must.
3) Tales from the Personal Wealth Coaching Files
When I meet with new Personal Wealth Coaching clients, one of the first things I do is see how much cash they have in their portfolio. Over the past year, I’ve noticed way too many investors coming to me with far too much cash. That’s largely because investors are concerned about a market bubble, and a potential rise in interest rates. Fortunately, there are many ways to allocate to growth and income without being all-in stocks or bonds. In today’s final segment, I cover a few of the alternative ways investors can get long equities and bonds and start putting money to work strategically.