Working with people's investments ultimately leads to questions like this: Is it a good time to buy Haliburton stock or oil stock or whatever? As I tell clients, I'm a 'planner' not a 'prophet' but if you plan well you'll probably make a profit. And the best way to make a profit is to have a plan - a plan on what types of investments to buy; a plan on when to enter a position; a plan on when ... Read More
Dividend Investing
Dividend ETF Roundup: 2013 Review of Best and Worst
Looking for some free money? I don't have any but I do think I have the next best thing: Dividend ETFs. 2013 has been another year where paltry rates on fixed-income investments have motivated investors to seek out alternatives. Many have rediscovered Dividend ETFs, those Exchange Traded Funds that focus on paying dividends. There are a lot to choose from but whether you got a gift that will ... Read More
Divorce, College, Dividend Investing & Retirement Income: June 2011 ViewPoint Newsletter
June 2011 ViewPoint Newsletter The current issue of the ViewPoint Newsletter from Steve Stanganelli, CFP(R) and Clear View Wealth Advisors is available for download from the SlideShare.net website. A copy can also be found at the Clear View website newsletter archive. In this issue, I focus on the key themes of the newsletter: Retirement, College, Investing Strategy and Taxes. Retirement: ... Read More
