September Edition TacticalSHIFT® is designed especially for pre-retirees or retirees who have saved up significant savings, where a significant bear market or downturn could have a negative effect on individual portfolios, including poor investment decisions made due to human emotion. We at…Read More
As registered investment advisors, we have to admit that millennials are making a big mistake. Recent studies reveal that many millennials, although very good savers, are generally investing as conservatively as retirees. Â In one study of investment preferences, those age 22 to 32 said that they ch…Read More
Goal-Based Investing Before you start investing money into the market, ask yourself one question: What exactly are you saving and investing for? Don't invest in a portfolio, invest in reaching each individual financial goal that you have. The portfolio is just the vehicle you need to achieve each go…Read More
July Edition TacticalSHIFT® is designed especially for pre-retirees or retirees who have saved up significant savings, where a significant bear market or downturn could have a negative effect on individual portfolios, including poor investment decisions made due to human emotion. We at iInv…Read More
State of the Market June Edition In our February 6th iInvest® ALERT, and in the April Edition of theiInvest® State of the Market newsletter, we pointed out that the declines and volatility in the stock market that began in February 2018 was simply due to an overbought condition, as mos…Read More
iInvest® Stock Market ALERT In our June 7th iInvest® Stock Market Alert, we pointed out that the consolidation pattern that was occurring since early February was ending, with many breadth indicators such as the S&P 500 Advance-Decline Line and the Russell 2000 Small Cap Index having b…Read More
>iInvest® Stock Market ALERT In our February 6th  iInvest Alert, we pointed out that the stock market downturn that took place was just a healthy consolidation due to severe overbought conditions. The stock market had moved up too far to fast. However, due to certain technical indicator…Read More
May Edition TacticalSHIFT® is designed especially for pre-retirees or retirees who have saved up significant savings, where a significant bear market or downturn could have a negative effect on investment decisions due to human emotion. We at iInvest® have seen this happen time-and-time ag…Read More
Investing Then Versus Now In its yearly publication, Credit Suisse Global Investment Returns Yearbook 2017, the Swiss-based global financial services group tells the story of ‘The Great Transformation’ – how industries were weighted in the U.S. stock markets at the turn of the 20th century —…Read More
April Edition TacticalSHIFT® is designed especially for pre-retirees or retirees who have saved up significant savings, where a significant bear market or downturn could have a negative effect on investment decisions due to human emotion. We at iInvest® have seen this happen time-and-time …Read More