A Practical Guide to Comparing Different Investment Strategies – Part 3

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TODAY’S TOPIC:  A Practical Guide to Comparing Different Investment Strategies – Part 3  Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) Here are the elements of an investment policy statement (“IPS”).  This should be the backbone of your investment strategy.  Risk & Return […]

A Practical Guide to Comparing Different Investment Strategies – Part1

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How do you choose between all the different investment strategies? Is your objective growth or income? How do you reduce taxes? Do you use a discount broker or not? I’ll be answering all these questions and more in this new 3-part series.

Why News Soundbytes Don’t Equal Actionable Advice

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What do news headlines like this mean?

“Trade Wars with China Cause Drop in Dow”
“Interest Rate Fears Spook Investors”

Join me today as I discuss why the worst #investment #advice you can get is from the news and how you should interpret them

3 Overlooked (But Simple) Ways to Boost Portfolio Returns

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TODAY’S TOPIC:  3 Overlooked (But Simple) Ways to Boost Portfolio Returns Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email) Get Alerts at:  Link to Show Episode (For mobile users) February was a rough month in the markets…lots of volatility… And just in case you might be thinking what happens if the markets take […]

A Strategy Focused on “Total Return”…Finally!

Medical Sales Wealth Guide

From about 2010-2016, I spent most days scouring the markets for asset bargains and then used those “found” bargains to construct portfolios for retirees or pre-retirees. What follows are some of the key insights I gained during that period as a bond trader and portfolio manager.