To many investors, making money in the markets is about getting the latest forecast on a promising company, and then buying the stock before everyone else gets the memo. If only. InRead More…
24Jan/23
17Jan/23
Buying Stock is The Last Thing You Should Do.
When trying to make money in the markets, too many investors believe that buying stock is the first thing they should do. It isn’t. It’s the last. Before that moment you pullRead More…
New! How to Preserve Your Assets and Make Money in a Recession.
New CCAC Online Class: How to Preserve Your Assets and Make Money in a Recession
An angry bear market, inflation raising prices on everything, interest rates still rising, a huge tax bill embedded in your retirement accounts, and income taxes that never go away. If you’re retired, or still in the “red zone” (ten years or less away from retirement), inflation and recession can stop your dreams in their tracks. Joseph Grieco, CFP® will teach you how to position your assets to protect them from inflation and market risk.. The goals of this class are: limit the risk of principal loss from your portfolio, reposition your assets to maintain safer inflation-fighting growth, and generate the income you need.
To review and enroll, click below:
How to Preserve Your Assets and Make Money in a Recession March 8, 2023, 6:30-9:30 PM, Online Class through Community College of Allegheny County (YCH-071-1215)
28Nov/22
Did my Investment Portfolio just TILT?
If you’ve read about core and satellite investing, then you may have some familiarity with this well-known approach: The core holding of your portfolio is a big, cheap ETF that tracks aRead More…
22Nov/22
Investment Performance IS NOT Investor Performance
A short while back, a very large active mutual fund management firm (one that has earned the respect they deserve) had declared the active-passive debate to be dead, and that “each approachRead More…
14Nov/22
Your Money has Enemies.
Alarm clock. Bed hair. Morning ritual. Off you go. We spend countless hours preparing for our work day, and a mind boggling amount of time spent getting there, being there, and gettingRead More…
The Pushback to Woke Capitalism
In case you missed this in last month’s discussion between The Wall Street Journal’s Gerry Baker and Vivek Ramaswamy, author of Woke Inc. and co-founder of Strive Asset Management, here is a link to the transcript.
The Pushback to Woke Capitalism
Enjoy!
07Oct/22
Strategic Asset Allocation. Be the Market.
After deciding that passive investing may be a more superior approach for you than active management, one of the most important decisions you can make is how to initially establish an assetRead More…
20Sep/22
Is One Position Wealth an Investing Myth?
The Constituent List of the S&P 500 is a Who’s Who of American business. To be added to the S&P 500, a company must be U.S. based and it must have aRead More…
Striving to eliminate ESG from my portfolio and my life!
I am no longer a Series 7 registered representative, so I am not making a recommendation.
But I am a private investor, and my personal Exchange Traded Fund (ETF) portfolio improvement today is focused on the energy sector.
Sell: State Street Global SPDR XLU
Buy: Strive Asset Management DRLL
Rationale: Move my personal funds out of ESG-infected funds.
Have a great day! 🇺🇸
Joe G.
I’m just your average Joe money coach striving to eliminate ESG from my portfolio and my life!