REITs 101: Building A Diversified REIT Portfolio
Optimizing your REIT portfolio involves proper diversification, choosing quality REITs with a history of sound performance, and regularly monitoring and rebalancing the portfolio. Let’s explore four simple strategies for building a sound, income-producing REIT portfolio.
PODCAST: Don’t Fight the Fed
In this episode, Jerry Robinson breaks down the impact of the Federal Reserve’s latest rate cut and how it could shape the future of key asset classes. Plus, special guest Barry James Dyke discusses his new book “The Retirement Ruse,” offering insights for protecting your financial future.
Growth Stock Spotlight: 3 Stocks With Huge Profit Potential
Explore three high-potential growth stocks with huge profit opportunities. Discover why these companies are poised for massive success and worthy of further investor research. Later, Jerry’s popular “Charting the Markets” segment.
The Fed Cuts Rates for First Time Since 2020
The Federal Reserve cut its benchmark interest rate by 50 basis points yesterday, in line with market expectations, and released its updated economic projections. We are entering a new U.S. rate-cutting cycle, which will serve as a tailwind for many asset prices in the months and years to come.
VIDEO: A Simple Guide to Investment Risk (Part 2)
In part two of our series on risk, learn how to quantify risk and return with key concepts like standard deviation and max drawdown. We also stress sequence of returns, which can make or break your retirement plan.
PODCAST: Smart Retirement Income Strategies
Many retirees fear outliving their money, but in this episode, Jerry Robinson tackles smart strategies to secure your financial future. Join us as we explore methods for maximizing Social Security, choosing income-producing investments, leveraging annuities, and more to ensure you never run out of money.
VIDEO: A Simple Guide to Investment Risk (Part 1)
In this new video course, learn key types of investment risk, including market, inflation, interest rate, and liquidity risk. We also demystify essential concepts like correlation and beta, giving you the foundation to assess and manage risk effectively in your investments.
VIDEO: The September Effect
Historically speaking, September is the weakest month of the year for U.S. stocks. In this video, learn four ways to counter September’s elevated market risk. Later, Jerry provides an update on Nvidia, Bitcoin, and more.
REITS 101: Six Key Metrics to Watch
These six metrics are very important and useful for quickly sizing up a REIT’s financial health and performance potential. We explore the six metrics and provide our take on how to apply each in your own research.