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Latest Investing for The Wealthy Publications
Investing for The Wealthy

3 Index Investing Strategies That Prioritize Quality Results

Index investing strategies have become exceptionally popular in recent decades, but innovators and academics are delving increasingly into strategies designed to improve upon the benefits provided by simple indexes. If you are indexing, you cannot produce alpha, which is fine for many people. However, there is value in outperformance, so passive investment providers have devoted […]

Investing for The Wealthy

How to Build a Stock Portfolio that Produces More Competitive Returns

When investing, everyone wants to see the total value of their portfolio grow. Some investors may be content with steady growth that outpaces inflation and fees paid to invest while others may want to see returns that beat some of the best portfolios available. In either case, achieving those results requires learning how to build […]

Investing for The Wealthy

What You Need to Know Before Investing in a Pre-Existing Portfolio

One of the more-popular investment options available today is investing in an index or mutual funds. They have become popular alternatives to individual equity trading since mutual funds generally include several stocks and a greatly-reduced fee schedule. However, while some of these risks are obvious, most investors wouldn’t consider a number of other risks until […]

Investing for The Wealthy

Mitigating Investment Risk

Most investments come with an inherent amount of risk. But with the interest rates on savings accounts still at historic lows, buying equities or making alternative, higher-risk investments has become common. Many people want to invest but are left looking for safe places to put investment income. This article will briefly discuss ways in which […]

Investing for The Wealthy

Reduce Overlapping

If you are a novice investor, you may or may not be familiar with the term “overlapping,” or understand why you as an investor would want to reduce overlapping at every opportunity. This article will discuss strategies to reduce overlapping, and aims to educate investors on some strategies for better diversification of their respective portfolios. […]

Investing for The Wealthy

Investing in Index Funds: Everything You Need to Know about the Rules

This article will overview much of what an investor should know about index funds, examining some of the rules and underlying processes that go into compiling a given index and explaining how to invest in index funds. Read on to learn more. Which Criteria Determine Stock Selection for an Index? Before you know how to […]

Investing for The Wealthy

The 3 Most Costly Investment Mistakes Every High Net Worth Individual Must Avoid

Investment mistakes for high net worth (HNW) individuals can completely erase decades of hard work and discipline. That is unacceptable from a comprehensive financial planning perspective, so it is important to identify the most catastrophic mistakes, the factors that usually cause these mistakes, and the various ways they can be manifested. High net worth is […]

Investing for The Wealthy

Reduce Taxes

Regardless of your view on taxes – whether you consider taxation to be theft, the inevitable, or most likely the cost of living in an economically-strong country – it’s very unlikely that you want to pay more than you potentially owe on your income taxes. This article will discuss a number of ways to reduce […]

Investing for The Wealthy

How to Keep Costs Down with Index Funds

Reducing costs with index funds has been of paramount importance among investors, according to trends in financial literature and capital. Indeed, many models indicate that the absolute cheapest way to invest is to absorb low trading costs up-front, to hold shares for as long as possible, and sell them only when necessary. This requires a […]

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Investing for The Wealthy

Maximize Your Index Return
Maximize Your Index Return
Linden Thomas & Company

One of America’s Top Wealth Managers builds a better Index

At Linden Thomas, we believe most indexes focus on the wrong things like weighting the index based on the size of a company (market cap).

We agree with many long-term academic studies that continue to validate the importance of how quality earnings are directly connected to real equity performance…

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All Investing for The Wealthy Publications
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Investing for The Wealthy

How to Optimize Active Portfolio Management

Rising market volatility has many investors exploring active management strategies, weighing the merits of those allocations, and determining the most effective ways to deploy them in their own portfolios. There is no “magic bullet” for capital growth, and investors must understand that any strategy necessarily has tradeoffs relative to another. As a result, most successful […]

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Investing for The Wealthy

How to Effectively Manage Investment Risk

Investment risk management is central to the proper navigation of modern capital markets. Understanding the risks inherent in investment and the mitigation strategies associated with different risks can keep investors out of catastrophic situations that ruin a lifetime of work. How Do Fund Managers Think About Business Risk? Business risk is usually intuitive for investors, […]

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Investing for The Wealthy

How to Build a Stock Portfolio that Produces More Competitive Returns

When investing, everyone wants to see the total value of their portfolio grow. Some investors may be content with steady growth that outpaces inflation and fees paid to invest while others may want to see returns that beat some of the best portfolios available. In either case, achieving those results requires learning how to build […]

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