3 Investment Strategies for the 2020 Presidential Election By: Stacey Nickens This past weekend, I curled up with a warm drink and enjoyed completing an autumn-themed puzzle. Of course, when I got to the end, I was missing just one piece. That's just my luck! I was frustrated at first; however, I realized I was [...]
Positions I'm Watching: Petmed Express (PETS) By: Stacey Nickens October is National Adopt a Shelter Dog Month. In honor of that, ELM3 decided to sponsor a local shelter pup, Roxbury. Along those lines, you may also consider reviewing positions in the company, Petmed Express (PETS). PETS sells pet medications and supplies to consumers and offers [...]
Positions I'm Watching: Summit Materials (SUM) By: Stacey Nickens We are heading into third quarter earnings season, and analysts expect a steep decline in many company's earnings. FactSet predicts the S&P 500 will report a 20.5% decline in earnings; however, this is a smaller decline than was initially predicted. The earnings improvement is due to [...]
Many of you may be familiar with the 4% Withdrawal Rule. According to this rule, you should try to withdraw no more than 4% of your retirement portfolio’s value each year. This withdrawal rate will theoretically allow the rest of your retirement savings to grow during the rest of the year. However, many of [...]
The Bucket Approach to Retirement Savings By: Stacey Nickens When my children were young, we used to go apple picking every fall. Sometimes we would even drive all the way to rural Illinois to enjoy some fresh apples, homemade apple butter, and homemade apple pie. Of course, there are so many types of apples. It [...]
Tip of the Day: Dividend Income Can Help Retirees Weather Market Volatility By: Stacey Nickens Clients often ask me: How much money do I need to have saved for retirement? However, instead of selecting a specific number, I prefer to look at how much money you will need to withdraw from your investment portfolios during [...]
Positions I'm Watching: Zynga (ZNGA) By: Stacey Nickens Due to the pandemic, more and more people are trying to find creative ways to entertain themselves at home. For that reason, stocks in gaming companies offer attractive growth potential. One such company, Zynga (ZNGA), develops and operates mobile and social networking games. Their second-quarter revenue grew [...]
Positions I'm Watching: Brookfield Renewable Partners (BEP) By: Stacey Nickens Utilities companies have historically offered the possibility of lower risk and steadier reward, and Brookfield Renewable Partners (BEP) is no different. The renewable power generator owns both hydroelectric and wind facilities across North America, Latin America, and Europe. They are an attractive investment for a [...]
Positions I'm Watching: Healthy Companies with Strong Fundamentals By: Stacey Nickens Throughout market ups and downs, I remain focused on companies with strong fundamentals. These include companies with healthy revenue streams, strong potential for growth, and good dividend payments. Along those lines, this September, I'll be watching positions in companies such as Logitech, Chemours, and [...]
Positions I'm Watching: Salesforce, Amgen, and Honeywell By: Stacey Nickens Salesforce, Amgen, and Honeywell are all joining the Dow Jones before the market opens on Monday, August 31. The shift comes after Apple announced its stock split, effectively reducing the Dow's exposure to the technology sector. The index will thus be replacing ExxonMobil, Pfizer, and [...]
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