Author: Earl Yaokasin
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401(k) Tips and Tricks
401(k) Tips and Tricks Flavors and Combinations Reviewing 401(k)’s is like visiting an ice cream shop. There are so many flavors and combinations you can get and making a decision may not be easy. I’ve provided a few 401(k) tips and tricks to help you figure out the right investment allocations. Assessing Risk Tolerance For…
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Tax-Efficient Investment Management & Investment Strategies
Tax-Efficient Investing And Allocation Between Account Types To make trading and monitoring portfolios easier for them, many financial advisors structure their investments in the exact same way across multiple client accounts. Not us, though. We take the extra time and effort to do what is best for our clients and not what is easiest. At…
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What is the Difference Between Value vs. Growth Stocks
Two Approaches There are two major approaches to stock investing: value and growth. In an over-generalized sense, value stocks are unloved, boring, and cheap, while growth stocks are expensive, high-flying, and popular. This begs the question: What is value vs. growth regarding stocks? I talk more about value investing and the subtleties of these definitions…
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WealthArch vs Mutual Funds
WealthArch Investments vs. Typical Mutual Funds What’s the Difference? A typical active mutual fund has more than 100 holdings, with some having around 300 positions. These types of companies are structured where analysts specialize in about 3 or more industries and cover stocks globally within those industries. These analysts give their recommendations to the portfolio…
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CFA Program Difference
The CFA Program Difference Even before I graduated college in the Philippines, my mom kept repeating over and over that I should get an MBA (Master in Business Administration). Back then, my dream had always been to be an investment manager, and for a while I thought that getting an MBA would be the best…
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How a not so frugal dad thinks and spends during this Halloween weekend
How a Not-So-Frugal Dad Thinks and Spends During This Halloween Weekend I wrote this update this Saturday morning (Oct 29, 2022) to all my clients, because one of them requested it. October 29, 2022 Dear Partners, On Thursday, Oct 27, 2022, one of you requested me to write more about tips and tricks on how…
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8 Steps to Becoming a Great Stock Investor
8 Steps to Becoming a Great Stock Investor A lot of people have been asking me, “How do you become a great stock investor? What books can you recommend?” There are thousands of websites and people claiming to have the best financial advice which makes you question, which ones are real. Who do I trust?…
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Non-term Life Insurance Products are not Good Investments
Non-term Life Insurance Products Are Not Good Investments Non-term life insurance products, such as annuities, and whole life and universal life products, generate very high commissions for insurance agents and high profit margins for the insurance company. These commissions and profits are coming out of your wallet. Additionally, you need to question the investment guarantees…
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The 10 Commandments of Investing
The 10 Commandments of Investing “Price is what you pay, value is what you get.” – Warren Buffet One of the best pieces of advice given by the most famous business prodigy, who bought his first stock when he was 11 years young and amassed a fortune thereafter through buying stocks and companies, is now widely…
