How Preferred Stocks Can Boost Your Retirement Portfolio Many of the clients who come to us at SAM are looking to build a retirement portfolio that generates a steady stream of income. They don’t want an all-stock portfolio — too risky. An all-bond portfolio doesn’t yield enough for their needs. And the “tried-and-true” 60/40 blend…
The King of Private Equity Changes His Stripes Steve Schwarzman’s pivot at Blackstone… From private equity to private credit… It’s all about risk-adjusted returns… Equity-like returns with less risk… Two ways to invest in private credit… Late last year, my old boss shocked me… Steve Schwarzman, the co-founder and CEO of the powerhouse investment firm…
How to Play Offense in Today’s Investing ‘Fight’ ‘I can’t sing, and I can’t dance, but I can lick any SOB in the house’… William Dempsey was a poor kid from Manassa, Colorado just trying to survive. But in 1911, with no education beyond elementary school, and no trade skills of any kind, work was…
You Can’t Time Gold, but Own it Anyway There’s something sexy about a shiny gold bar, but should you go for the glitter? If you’re tempted, a four-pronged investing approach could be best. Gold has been in the headlines lately. Maybe you’ve noticed. I’m specifically talking about the shiny metal being sold by warehouse giant Costco….
Disgusted With Your Savings Interest Rate? Time to Switch If your money is parked in a low-rate savings account, you could be earning hundreds or even thousands more by switching to one of these three options instead. Interest rates are pretty high these days. That’s great for retirees who need their savings to generate income…
Soon-to-Be Retirees, Beware: Small-Caps Are Cheap for a Reason Higher interest rates make debt more expensive for smaller companies, and that could become challenging for them if we head into slower economic times. We’re well into the new year now, and investors are naturally wondering which investments will prosper in the months ahead. With the Magnificent…
Avoid These Three Income Investing Pitfalls When an income strategy is done right, it creates valuable and long-lasting peace of mind. After all, most investors start thinking about investment income for their retirement when they no longer have a steady paycheck. That’s a huge transition for most people. As someone who has spent a good…
Superpowers of the World’s Greatest Investors In a professional investing career that spans more than two decades… I (Austin Root) have had the chance to work with and learn from some of the greatest investors on the planet. In today’s Digest, as we reflect on 2023 and look ahead to 2024, I thought I’d talk about…
Protect Your Wealth Against Inflation in Three Easy Steps Inflation might have fallen off the list of concerns for many investors, but history suggests that failing to protect against it could be hazardous to your wealth. Inflation fears are out of fashion within the investor community. They’re far more interested in recession spotting and next…
Looking Beyond Dividends: How to Maximize Your Yield When making investing decisions, considering shareholder yield, rather than only dividend yield, could improve your results. Income investors love dividends. They own a portfolio of world-class businesses, sit back and let the cash roll into their accounts. Sounds great, right? It pretty much is. But what if…
