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Monthly Archives: April 2019

2022 WealthKeep LLC > The WealthKeep Journal > 2019 > April
22Apr/19

Will the Fortune Cookie crumble?

UncategorizedEconomics, Stock Marketwealthkeep

On his sixteenth birthday the boy gets a horse as a present. All of the people in the village say, “Oh, how wonderful!” The Zen master says, “We’ll see.” One day, theRead More…

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22Apr/19

ETF News: All Time Highs?

Money SkillsETF, Exchange Traded Funds, Index Funds, iShareswealthkeep

Last week another marijuana ETF hit the Big Board, AdvisorShares Pure Cannabis ETF, ticker symbol YOLO (NYSE Arca). The new entry into the marijuana boom, YOLO will track an actively managed portfolioRead More…

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15Apr/19

Hindsight Bias

Money CoachingBehavioral economics, Investor BehaviorBreadFix Staff Member

Beyond fear and greed, other powerful behavioral biases can be found in almost all investors, both private and professional, and are often exhibited by enduring habits and behaviors that are very difficultRead More…

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15Apr/19

nvesting Luck vs. Skill

UncategorizedExchange Traded Funds, Passive Investingwealthkeep

“…a fund’s management has skill only if the fund’s expected gross returns are sufficient to cover the costs (primarily trading costs) not included in its expense ratio…a comparable efficiently managed passive fundRead More…

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08Apr/19

Overconfidence

Advanced Wealth Protection, Money SkillsBehavioral economicsBreadFix Staff Member

Beyond fear and greed, other powerful behavioral biases can be found in almost all investors, both private and professional, and are often exhibited by enduring habits and behaviors that are very difficultRead More…

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01Apr/19

Prosperity, taxes and buckets

UncategorizedTax Advantaged, Tax Deferred, Tax Efficient, Tax Free, Tax Planningwealthkeep

“We contend that for a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle.”― Winston S.Read More…

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01Apr/19

Money Skills: Traditional IRA or ROTH?

Money SkillsIRA, Retirement, Social Security, Tax Deferred, Tax Efficient, Tax Freewealthkeep

With Tax Day 2019 only two weeks away you may still be scrambling around trying to determine what to do for your 2018 IRA contribution. April 15, 2019 is the deadline forRead More…

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    WealthKeep Menu
    • Never. Lose. Money.
    • Advanced Wealth Protection
      • The Elements of Advanced Wealth Protection
      • Principal Protection before Growth. Lifetime Income above All.
      • Winning by Not Losing
      • Passive Make. Active Keep.™
    • Meet My Money Coach on Google Meet
    • WealthKeep LLC
    • The WealthKeep Journal