30 avsnitt
The Coffee House Investor Bill Schultheis
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- Näringsliv
The Coffee House Investor podcast provides you with brief bursts of inspiration in your journey toward building wealth, ignoring wall street and getting on with your life.
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Market High - Time To Sell?
Announcements of COVID-19 vaccine research have driven domestic stock markets to all-time highs.
Is it time to sell your stocks or buy more?
For Coffeehouse Investors, the answer is driven by one's financial plan - the asset allocation decision between stocks and bonds based on a need to take on short term stock market risk in pursuit of higher long term returns and reaching financial goals.
Learn more at https://www.coffeehouseinvestor.com
Order my new book at . . . https://www.amazon.com/Coffeehouse-Investors-Ground-Rules-Happiness/dp/1119717086/ref=sr_1_3?crid=5BXAALVNEPOV&dchild=1&keywords=the+coffeehouse+investor&qid=1602545643&sprefix=the+coffeehouse%2Caps%2C210&sr=8-3
Download your free chapter at https://mailchi.mp/c20326b72014/free-book-chapter
More information can be found at https://www.soundmarkwealth.com -
Build Wealth the Easy Way
Coffeehouse Investors keep track of their spending; maybe not down to the penny, but enough so they can make smart money decisions in pursuit of their financial goals.
Creating an awareness of you how spend money allows you to:
1. Direct your spending toward areas of your life that are more meaningful.
2. Look for opportunities to increase saving and get on track with your financial goals.
Pre-Order my new book at . . . https://www.amazon.com/Coffeehouse-Investors-Ground-Rules-Happiness/dp/1119717086/ref=sr_1_3?crid=5BXAALVNEPOV&dchild=1&keywords=the+coffeehouse+investor&qid=1602545643&sprefix=the+coffeehouse%2Caps%2C210&sr=8-3
Download your free chapter at https://mailchi.mp/c20326b72014/free-book-chapter
More information can be found at www.soundmarkwealth.com -
Elections Don't Matter to Stock Markets!
Elections Don't Matter to Stock Markets! The Coffeehouse Investor
History shows that over the long haul, the stock market ignores elections. Instead, it it reflects the increase in productivity of the global community. Don't let the short term volatility of common stocks disrupt your long term financial plan.
Pre-Order my new book at . . . https://www.amazon.com/Coffeehouse-Investors-Ground-Rules-Happiness/dp/1119717086/ref=sr_1_3?crid=5BXAALVNEPOV&dchild=1&keywords=the+coffeehouse+investor&qid=1602545643&sprefix=the+coffeehouse%2Caps%2C210&sr=8-3
Download your free chapter at https://mailchi.mp/c20326b72014/free-book-chapter
More information can be found at www.soundmarkwealth.com -
Great Companies - Sell Signal?
Microsoft, Apple, Netflix, Tesla.
These are just some of the hi-tech companies that have produced significant stock gains in 2020.
How much of this growth has been due to the underlying earnings of the company, and how much has been due to the exuberance of investors?
In other words, how much of a company’s future growth is already built into the stock’s price?
The question many investors struggle with is, “How much of these mega-companies should I own in my portfolio?”
For Coffeehouse Investors, it makes sense to own these companies as you already do within a diversified portfolio of index funds and passively managed funds.
For investors who are contemplating larger positions within a portfolio, long term data suggests you proceed with caution.
Pre-Order my new book at . . . https://www.amazon.com/Coffeehouse-Investors-Ground-Rules-Happiness/dp/1119717086/ref=sr_1_3?crid=5BXAALVNEPOV&dchild=1&keywords=the+coffeehouse+investor&qid=1602545643&sprefix=the+coffeehouse%2Caps%2C210&sr=8-3
Download your free chapter at https://mailchi.mp/c20326b72014/free-book-chapter More information can be found at www.soundmarkwealth.com -
The Election & The Stock Market
The national election unfolds over the next few weeks amid the COVID-19 pandemic.
It is not surprising that the enormity of these events mirror investors’ anxieties as to the influence they might have on our lives and portfolios. From a financial planning perspective, we are certain of at least two market dynamics.
In the short run, capital markets can be highly irrational. In the long run, markets are highly efficient.
Don't let the short term volatility of markets inhibit your focus on capturing the stock market's long-term return.
Pre-Order my book at . . . https://www.amazon.com/Coffeehouse-Investors-Ground-Rules-Happiness/dp/1119717086/ref=sr_1_3?crid=5BXAALVNEPOV&dchild=1&keywords=the+coffeehouse+investor&qid=1602545643&sprefix=the+coffeehouse%2Caps%2C210&sr=8-3
More information can be found at
www.coffeehouseinvestor.com
www.soundmarkwealth.com -
Should You Invest In Hot Stocks - Or Not?
The stock market is doing crazy things, driven largely by a small number of technology-driven stocks and the emotions of investors.
Securing long-term wealth through the pursuit of hot stocks is a mighty challenge. Keep these thoughts in mind . . .
1. Markets are efficient. According to SPIVA scorecard, less than 20% of professional stock pickers have outperformed respective benchmarks. You might win for a week, a month, or a year. Over the longer haul (yes, we are investing for the long haul, not speculating for the week), it is difficult to beat benchmarks.
2. If you do want to speculate, keep it at 5% of your portfolio or less, which leads me to my next point . . .
3. If you are going to limit your speculating to 5% of your portfolio, win or lose, it probably won't have a material impact on your financial well-being, so why waste your time? Spend your money AND your emotional energy on something more meaningful.
My new book is out November 17th. The Coffeehouse Investor's Ground Rules.
Save, Invest, Plan for a life of wealth and happiness.
Pre-Order on Amazon.com. https://www.amazon.com/gp/product/1119717086?pf_rd_r=Y7F26W5RABGJVAVQTP3T&pf_rd_p=edaba0ee-c2fe-4124-9f5d-b31d6b1bfbee
More information can be found at https://coffeehouseinvestor.com/ https://soundmarkwealth.com
You can follow the Coffeehouse on Facebook: https://www.facebook.com/coffeehouseinvestor