All in Investing

Bear Markets and What to Focus On

Bear Markets and What to Focus On

Eric Maldonado, CFP®, MBA
Investing

These insights can help you focus on the right things & find the silver lining in bear markets.

Here are the two things we know about bear markets:

  1. We can’t predict when they’ll happen, nor can we predict what will cause them.

  2. We can only figure out those things in hindsight.

That can be unnerving to consider. But here’s the good news.

We can get a lot of peace of mind just from knowing the basics about bear markets—and what to do in light of that.

This month’s Aquila Wealth Newsletter shares some important insights about bear markets. Click here to check it out!

Bear Market Lifeboat Drills

Bear Market Lifeboat Drills

Eric Maldonado, CFP®, MBA
Investing,

Do you know why bear markets happen?

Or what you should do during them?

If you wait till it happens, like the titanic, it’s too late. It’s important to do the lifeboat drills before you need them.

Use this newsletter as your bear market lifeboat drills.

In this issue of the Aquila Wealth Newsletter, we’ll explore these questions and much more, giving you the facts about bear markets. Click here to check it out!

#Retirement Strategies: #Stocks for the Long Run

#Retirement Strategies: #Stocks for the Long Run

Eric Maldonado
Investing, Retirement Planning

One of my core tenets of investing success when it comes retirement strategies can be summed up in the title of Jeremy Siegel’s classic book: Stocks for the Long Run. This is a great read for anyone looking to get a good dose of data on why owning a properly allocated basket of diversified equities is often wiser for the long-term investor than, say, owning a portfolio of fixed-income investments.

The Most Profitable Companies in the World #SaudiAramco #AAPL

The Most Profitable Companies in the World #SaudiAramco #AAPL

Eric Maldonado, CFP®, MBA
Economic Update, Investing

*Graphic shows 2018 net income of publicly listed companies (in billion U.S. dollars)

Link to original infographic: https://www.statista.com/chart/17545/worlds-most-profitable-companies/

Apple WAS known as the world’s most profitable company. However, Saudi state oil company Saudi Aramco disclosed company reports with US$111.1 billion in earnings in 2018, far surpassing competitors. https://www.economist.com/business/2019/04/06/saudi-aramco-made-a-111bn-profit-in-2018

One of the Most Misunderstood Benefits of the #RothIRA

One of the Most Misunderstood Benefits of the #RothIRA

Eric Maldonado
Investing, Tax Planning, Retirement Planning

One of the most misunderstood benefits of the Roth IRA, in short, is FLEXIBILITY.

What do I mean by flexibility. Well, in particular, most people either don’t know or are misinformed about when you can take money out of their Roth IRA free of penalties or taxes. Namely, you can take out the contributions you put into your Roth IRA at any time for any reason without penalties or taxes owed.

Time IN the Market > TimING the Market

Time IN the Market > TimING the Market

Eric Maldonado
Investing, Retirement Planning, Financial Planning

The belief that you, or a particularly talented financial manager, can foresee the direction of the stock market is a seductive one. Some investors are confident that, with proper research, they can make money by snapping up equities when prices are low, and shifting their investments into cash or bonds when the market hits its peak. Even worse, they believe they can pay someone else can do it for them. But longitudinal studies have shown time and time again that no one can consistently predict the direction of the market in the short run.

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