Editor’s Note: Below, we share some “extracurricular” insights from our research we think you’ll find valuable. We also offer you the chance to peruse the most popular services in our industry right now. $ How to Beat Wall St. 96.2% of the Time: Over the last 8 years, a British ex-banker has been conducting one of […]
From Mark Ford, editor, Creating Wealth: You’re middle aged. Your net worth is meager. Your income is barely sufficient to meet your expenses… and those expenses are going up. What can you do? Should you give up your dream of retiring comfortably one day? Should you accept a future of increasingly meager existence? Should you […]
From Marvin Schulz, staff writer, Palm Beach Research Group: The biggest variable in writing is you, the reader. Since you’ve landed on this page, I imagine you’ve just heard about the secret “770 Account.” You’re overwhelmed by the tremendous benefits you’ve learned, and you’re not sure what to make of the account. You wonder: Why […]
From Tom Dyson, founder, Palm Beach Research Group: It costs 40 cents at Amazon.com. But it’s the most valuable book they sell. It was published in 1993. But it’s as relevant as any current book today. I discovered it during the financial crisis of 2008. As the stock market collapsed and the banks failed, I’d […]
From Marvin Schulz, staff writer, Palm Beach Research Group: I just got off the phone with my bank. I was trying to get an unknown transaction removed from my credit card statement. I was on hold for 15 minutes, shuffling from one incompetent representative to the next, each asking for my name and 16-digit account […]
From Greg Wilson, chief analyst, the Legacy Portfolio: Here are my top four books for the budding Legacy investor in your family. I’ve included the best lesson I learned from each, for your reference. 1. The Warren Buffett Stock Portfolio by Mary Buffett and David Clark Comment: This is the book that started it all. Mark […]
Never underestimate the sheer power of compounding… The chart below shows the paths of three stock investors: Chris, Bill, and Susan. Each of them invests $5,000 per year in the exact same hypothetical investments that yield the exact same rates of return. The only difference among the three investors is time. As you can see, […]