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Why Hispanics Need to Learn How to Invest

Young Hispanic adults face many more economic and financial headwinds than most groups and past generations.

  • Fri Mar 25 2016
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  • Zach Lopez

Late Cyle and How to De Risk a Portfolio Part II

This report will provide metrics and a model on how to de-risk a portfolio. Once you determine which stocks, ETFs have the most risk, consider taking profits, or selling. The proceeds can be held in short-term money markets (CDs, T-Bills, commercial paper, money market funds). With lower allocation to equities will mean you will lose less in an inevitable bear market and you will have liquid funds to invest in the next bull market cycle at cheaper prices.

  • Mon May 28 2018
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  • Eddie Rocha

Late Cycle & Risk Part I

Part I explains where we are in this economic and market cycle. Part II provides metrics to consider to de-risk your portfolio.

  • Mon May 14 2018
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  • Zach Lopez

The P/E Ratio - Simple and Powerful

The P/E ratio is a simple but powerful tool that should be the friend of every trader and investor. By looking at a P/E, it is possible you can get an indication if a stock’s growth, valuation, volatility and level of risk.

  • Tue Nov 08 2016
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  • Eddie Rocha

The Basics of Personal Finance

There are many components to personal finance. This article lists and explains the basics with important links to help you better understand personal finance.

  • Wed Sep 07 2016
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  • Dan Hassey

Understanding the Differences Between Speculators, Investors, and Gamblers

Young Hispanic adults face many more economic and financial headwinds than most groups and past generations.

  • Tue Jul 12 2016
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  • Dan Hassey

How to Buy Low and Sell High

When I was in business graduate school at UCLA, I had a Professor, Dr. Donald Rugg, who taught us about the many cycles that investors should be familiar with...

  • Tue Jun 28 2016
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  • Dan Hassey

The Intelligent Investor’s Library

Over the years, I’ve read many book reviews on investing, economics and business. When I believe I can learn something from a book, I will buy the book and study it.

  • Fri Jun 10 2016
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  • Eddie Rocha

What Makes Stocks, Markets Go Up/Down? Part 3

This Special Report will be the last in a 3 part series.

  • Wed May 04 2016
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  • Dan Hassey

What Makes Stocks, Markets Go Up/Down? Part 2

This week I will write about the second most important variable, earnings.

  • Wed May 04 2016
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  • Dan Hassey

What Makes Stocks, Markets Go Up/Down? Part 1

This Special Report will be the first in a 3 part series.

  • Wed May 04 2016
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  • Dan Hassey

Best Investment and Trading Advise from Professionals

This articles lists the best investment and trading advice that I’ve collected over many, many years.

  • Fri May 20 2016
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  • Zach Lopez

Top Reasons Why Investors and Traders Lose Money and How to Avoid Them

The information below was gleaned from investment and trading books, as well as financial and investment publications.

  • Fri Mar 25 2016
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  • Eddie Rocha

The Six Essential Decisions All Investors And Traders Need To Make To Be Succesful

There are many ways to come up with investment ideas.

  • Fri Mar 25 2016
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  • Zach Lopez