Russell Wayne, CFP®

About Russell Wayne, CFP®

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So far has created 84 blog entries.

Not All High Dividend ETFs Are Taking A Breather

Not All High Dividend ETFs Are Taking A Breather

Numerous stock selection strategies have been tried; few have stood the test of time. Focusing on high growth and above average price momentum is a strategy that works well during periods of market strength, but it’s a double-edged sword.  That’s because the kinds of stocks that fit […]

Four Rules for Smart Investors

Know Your Adviser

One of the basic rules for investment advisers is to know your client. In theory,
the reason for that rule is to ensure that the adviser is providing appropriate
advice to the client. But it’s equally important for the client to know his adviser.

There’s a considerable difference in credentials among advisers. The gold
standard for […]

Five Suggestions for Better Stock Picking

Five Factors To Consider When Picking Stocks
Although it must be clear that what happens to prices of stocks over short periods of time
is largely a reflection of changes in investor psychology, there is more than enough
information readily available to assist in the process of identifying issues that have a
better than average chance of outperforming […]

How To Prepare An Expense Budget

How To Prepare An Expense Budget

All of us look to the future and hope for the best, but not everyone makes the effort to
collect the data needed to answer the question: “Will I Have Enough?” Indeed, most
people just roll the dice and trust that an optimistic attitude will be sufficient. Yet the
reality is that […]

The Market Needs A Breather

In the aftermath of an extended runup in stock prices, such as what we have experienced
since the early months of 2009, investors tend to get increasingly concerned about the
possibility of a dramatic downturn. To be sure, there are reasons to believe that could
happen, but there is a substantial basis for expecting a less troublesome outcome.

The […]

Progress Trumps Politics

Progress Trumps Politics

It seems likely that much of the impetus behind the post-election market rally is the prospect of
accelerated economic activity, which over time has been the prime mover for stock prices. Yet
given the recent maelstrom in Washington, it’s not unusual for folks to be concerned that
maybe that prospect is in jeopardy.

The focal points […]

Why Dollar-Cost Averaging is a Good Idea

Why Dollar-Cost Averaging is a Good Idea

At times such as these when more than a few reasonably experienced Wall
Streeters have commented on the richness of current stock valuations, it makes
sense to review worthwhile investment approaches that have been tested over
time. One that tends to get a lot of lip service, though certainly less attention in
practice, […]

Prepare for a Difficult Stock Market

Prepare for a Difficult Stock Market

The stock market rally that has been under way since last November’s election has been fueled in large part by investors’ expectations of a more robust business climate, reduced taxes, and a generally more optimistic view of what lies ahead. Although some may have seen that as overlaid with far […]

What You Should Expect From Your Financial Adviser

Engaging the assistance of a financial adviser has a broad range of dimensions, typically more than most folks might expect. Often what prompts the start of a search for assistance is a significant life event. Why? Because all of us are faced with the key question about our financial lives: Will we have enough in […]

15 March 2017 – commentary

It’s All Relative

Two of the questions I hear regularly are “When to buy?” and “When to sell?” Those kinds of inquiries suggest that there’s an absolute level at which a security is worth adding to one’s portfolio as well as a price when it’s time to say adios. It would be nice to think that […]