If you haven’t heard of the F.I.R.E. movement (Financial Independence, Retire Early), its advocates focus on aggressive early saving to achieve financial freedom long before traditional retirement. But prior to F.I.R.E. going viral, David Chilton laid out the same blueprint in The Wealthy Barber. Published in 1989, Chilton’s classic has sold over 2 million copies […]
By: Jeff Pollock It’s difficult to dispute the seasonal weakness that September historically accompanies. Many call it the “September Effect”. Going back almost a century, it’s the only month of the year when the S&P 500 statistically posts a loss more often than a gain. Since 1930, September has delivered a median return of -0.4%. […]
Dream Industrial REIT owns and operates a portfolio of several hundred industrial properties totaling over 75 million square feet across urban markets in Canada (62%), Europe (25%), and the U.S. (13%). Last quarter, the REIT raised its monthly distribution for the first time in 13 years. Investors currently enjoy a 5% annual yield, returning $500 […]
Buying stock on margin occurs when you borrow money to purchase securities. It’s called leverage because it magnifies your results in both directions. Warren Buffett has said “if you’re smart, you don’t need it; if you’re dumb, you shouldn’t use it.” For example, imagine you have $100,000 of your own money to invest but you […]
Many have said “bull markets don’t die of old age; central bankers kill them.” The conventional wisdom is that once rates start to head higher, stocks are less attractive because the cost of borrowing becomes more expensive and investors are offered an income-producing alternative by the bond market. However, history says they are wrong. The […]
SpaceX shares made their long anticipated debut to the public market on Friday, June 12. The demand was unprecedented. Not only was it the largest offering in history after raising over $75 billion, but brokerage firm Charles Schwab also said it was the fifth most active day in their company’s 50-year history. SpaceX’s pre-open price […]
Lately, many people have asked how we’re using artificial intelligence (“AI”) behind the scenes. We’ve embraced this new technology where it makes sense, and it has provided a noticeable boost to our operational efficiency. Tasks that used to take us hours can now be completed in a fraction of the time. This frees up our […]
You’ve likely heard the old Wall Street adage that suggests you should “sell in May and go away”. The strategy sounds simple enough because it asks an investor to exit the stock market in early May and not return until the end of October to avoid a perceived summer slump. At Schneider & Pollock Wealth […]
