Stocks for Beginners

In this Quick Tip, Terri Duhon explains how hard it is to try and pick the bottom of any market cycle and the wisdom of investing consistently through market cycles. To listen to more from Terri, here's the link to the full episode. https://play.acast.com/s/stocks-for-beginners/terriduhon-acknowledgingriskineveryinvestmentdecision Find out more about Terri at  https://www.terriduhon.com/ Terr...

John L. Smallwood is a Certified Financial Planner™, President of Smallwood Wealth Management, a 6-time recipient of the Five Star℠ Wealth Manager Award. He has spoken at numerous events including the Entrepreneurs Conference by the Haas School of Business, the University of California at Berkeley and John Hopkins University. "Since the pandemic the markets have done really, really well. and there...

Ethan Widell is Investment Analyst at Ironhold Capital, a graduate of Columbia University with a double-major in Economics and Psychology, with a passion for Behavioral Economics and previous experience in Research and Data Analysis.  "It's critical that if you're going to invest in something you need to put in the time, put in the effort and really dig deep into whether it is worth you...

JR Gondeck is a Partner and Managing Director with The Lerner Group, JR works with families to promote intentional communication and drive collaboration between all generations. JR is the co-author of  Family Value at Risk , a book that details the importance of inclusive and intentional communication among families to leave a lasting legacy. "There's two really traumatic points of time that...

Pat Garrett is the the co-founder and CEO of Six Park, a leading Australian robo-advice investment management service. "Democratization is a word you hear a lot now. Accessibility and affordability have increased dramatically in terms of what people can use to help them start their wealth creation journey, and then manage it throughout their lifecycle. But one also has to recognize that there's o...

Stephen Leeb , is author of China’s Rise and the New Age of Gold. He says that gold’s rise is just beginning. He thinks all investors, and younger Americans in particular, need to invest in gold to protect themselves against a falling dollar and a radically changing world economy. We spoke about: What’s a commodity? Why do developing countries need commodities? How to buy gold – miners, ETFs or bu...

One of the best places to start investing is in an index fund. Robert Farrington from the College Investor explains what an index fund is. "That's really the name of the game it's not about what you invest in it's not about picking stocks, it is about how much you can possibly get into your investment accounts as early as you physically can." Here's links to find out more about Robert Farrington:...

Every company was a start-up at one stage. Tom Britton is the cofounder Syndicate Room, a fund that invests in startups. Tom grew up in Los Angeles and, thanks to his Scottish-born father, was always interested in trying to make a career out of playing football. He moved to Edinburgh in 2006 to pursue this goal and played in the lower leagues for three years, during which he added two league...

"The first time you put $1 in the stock market you're probably not going to get $100 back immediately. But if you take that dollar and you add more dollars to it, and then you continue to invest, through dollar cost averaging and on a consistent basis, and then you have a compounding effect which means that your money starts working for you." Codie Sanchez is a former mutual fund manager at Goldma...

Terri Duhon is the Non-Executive Chair of Morgan Stanley Investment Management Ltd. She is also on the board of Morgan Stanley International as a Non-Executive Director where she chairs the Risk Committee; on the board of Rathbones plc a FTSE250 UK Wealth Manager as a non-executive director, and Chair of the Risk Committee; an Associate Fellow at The Said Business School; on the MIT Corp...

Robert Farrington is the founder of The College Investor the #1 tool to help get people out of student loan debt, learn how to earn more money, understand how to start investing and build real wealth. "What's gonna make a big difference in your life is consistently investing over time and putting as much money as you possibly can into your investments. And then, if you can just get the market rate...

Have you ever felt confused about those price charts that you see in the news? In this Quick Tip Benjamin Blakeman, The Oracle on Wilshire explains the basics of candlesticks and Bollinger Bands. Here are some more resources if you want to take it further: https://oracleonwilshire.com/ https://www.bollingerbands.com/ https://www.investopedia.com/trading/candlestick-charting-what-is-it/ Portfolio t...

Casey Stubbs is a 9 ½ year United States Army Veteran and married father of nine. He is a leader in his local church and a successful business owner and trader. Casey is dedicated to helping people from all walks of life fulfill their financial dreams, while also achieving financial freedom. "The best foundational thing I can tell people, even before they get into the market is to watch...

Companies are not just ticker codes They're real living, breathing entities. Their financial information is freely available and helps you to understand the business. Learning how to read them will make you a better investor. In this Quick Tip, Eric Schleien from Granite State Capital talks about the why and some tips on reading company financials. Portfolio tracker Sharesight tracks your trades,...

It's the story that's taken the headlines away from Presidents and Pandemics and proved that price is the only truth in markets. I spoke with Enrique Abeyta after certain brokerage firms suspended trading in GME, AMC and other stocks caught up in the great Wall Street Wolf Hunt. As Enrique says: "There is only one truth in markets – price. Everything else is just opinion." I hope you enjoy these p...

"When you invest in the S&P 500 index fund you’re making a passive bet on the long term future and growth of large American businesses. You’re buying Apple but you’re also buying the 499 other largest businesses."  Nick McCullum is the Director of Growth at Passiv and The Finance Data Science Guy . We chatted about long-term passive investing and an overview of algorithmic investing. Pass...

How do you choose your first stock market investment? Doug Morris the CEO of Sharesight offers some tips about making that first stock purchase. Find a company that you know well A well established company that has been around for a long time Have a look at analyst reports of the company and see if they are pointing to a higher price in the future Purchase the minimum amount and never any amount t...

"The problem is you have a lot of these young people in Robin Hood, and they're putting $50 on red, hitting red and think oh I'm really smart. so next time we'll put $1,000 on red. And the problem is when you're gambling and speculating at some point that comes back to bite you in the ass." Eric Schleien is the CEO and founder of Granite State Capital Management, the host of the Intelligent Invest...

Stephen Clapham is the Founder of 'Behind the Balance Sheet'. Stephen also just recently wrote a fantastic book called "The Smart Money Method" which has just hit the stores. We discuss accounting and how the balance sheet gives the greatest clues to the quality of your investments and how to identify great companies by recognising the ones that you personally like and use. Portfolio tracker Share...

"Value investing is a death cult, it’s like cigarettes, based on negative information and playing to your fears, no value stock ever went up cause it was cheap it went up because it grew. They talk about Warren Buffett as a value investor but companies such as Coke and Apple have grown massively, so he is finding cheap growth stocks rather than value investing on its own." Salty advice from the hi...

“It always seemed to me to be much too difficult to analyse the fundamentals of whatever it was that you were trading, because there would always be people that knew so much more than could ever possibly know, and what they knew would somehow be reflected in the trading in the chart and you could see that.” Benjamin is a lawyer, stock trader and publisher of the newsletter The Oracle on Wilshire....

With interest rates at historic lows, where can investors put their cash? Older investors need steady income and younger investors may be saving money for a home, education or family. Either way this portion of your capital needs to be deployed in a way that is not subject to stock market ups and downs. Mark Mitchell is a Director of Daintree Capital, a boutique investment management com...

Siddharth and I got together to chat about his non-traditional path to co-founding Ironhold Capital, a value based hedge fund based in Manhattan, New York that gives investors access to investment opportunities available in India as well as the US. Siddharth explained his methodology for finding companies that not only offer value, but are attractively valued. He worked as the Lead Equity Research...

I really enjoyed chatting with Leon Wilfan. We talked about managing risks in markets, not treating investing like a casino and the kind of research and hard work that's necessary to make informed decisions about buying stocks. We also looked at managing risk and true diversification into real estate, bonds and gold. Leon is the Chief Investment Strategist for Lahardan Financial. In his early 20s,...

ETFs have become a dominant force in the investment world. But what is an ETF and how were they developed. It was due to a pioneer named Jack Bogle who started Vanguard and created the first ETFs I'm joined by Daniel Reyes who is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard. He's explaining the development of ETFs, actually meeting Jack Bogle over peanut but...