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Income Genius July – Using Stocks You Love to Generate Income

In this month’s Income Genius we are looking at a specific method we utilize to generate income from stocks that you love. We walk you through the thinking behind this method and how it actually dovetails nicely with a long-term outlook for value investing because it is based on stocks that you would be happy to have in your portfolio. It is something that we believe brings unique value to your portfolio and can truly change how you approach income. We also discuss finding stocks at a reasonable value in an environment where many stocks that are income generators are at or potentially even above target value. And the kicker is almost no investors and 95% of financial advisors DO NOT use this strategy despite its benefits. Options are not suitable for everyone as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses.
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Categories: Contrarian View and Strategy.

Malcolm Gladwell, Popularity, and Investing

**The following is taken from our client quarterly newsletter. Certain sections have been removed that contain client only information.    One early morning while I was out running I was listening to an iTunes podcast by Malcolm Gladwell. It was published on June 29 and is called “The Big Man Can’t Shoot.”   Almost the entire time found myself saying, “Our clients need to hear this!” So with that in mind our quarterly commentary will have a Malcom Gladwell twist. In the podcast Mr. Gladwell details Wilt Chamberlain and his famous record setting 100 point game in 1962. In that game he shot 32 free throws sinking 28 of them (this is still a NBA record). What few people remember about those free throws was that fact that he shot them “granny style.” In other words, his arms would hang down by his knees and he would flick the ball
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Categories: Markets and Strategy.

Market Commentary: What the NFL Draft Can Teach Investors

In this month’s market commentary we’re going to look at the markets’ June performance, take a look at some specific sectors and how they are doing as well as how we are weighted across different sectors. Then we have a special lesson that we as investors can learn from the NFL draft highlighted by the insightful Malcolm Gladwell and his Revisionist History podcast. Hope you enjoy.
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Categories: Markets.
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