1. TacticalSHIFT® Update (September Edition)

    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

  2. iInvest® Educational: Millennials Are Making A Big Mistake

    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.  In one study of investment preferences, those age 22 to 32 said that they ch…Read More

  3. iInvest® Educational: Goal-Based Investing

    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

  4. TacticalSHIFT® Update (July 8)

    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

  5. iInvest® State of the Market (June 14)

    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

  6. iInvest® Stock Market ALERT (June 13)

    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

  7. iInvest® Stock Market ALERT (June 5)

    >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

  8. TacticalSHIFT® Update (May Edition)

    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

  9. iInvest® Educational: Investing Then Versus Now

    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

  10. TacticalSHIFT® Update (April Edition)

    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