Welcome to the Shrewd Investor

It’s Your Money – Rules for The Shrewd Investor

Here are the simple investment rules that all SHREWD investors understand and follow.

Rule #1: It’s your money. Period. No one else will take care of it as you will. No advisor, no friend, no relative can possibly be as interested as you in the success of your portfolio. It’s your job to make sure you know where and how it is being invested. … Continue Reading

How to Protect Your Assets From Yourself, Your Advisors, Your Government

1) Why did even the rich and famous get caught up in the scams and bad advice of Bernie Madoff, Allen Stanford and a whole cast of characters?

2) Why did nearly every financial advisor miss what was happening in the markets? And what you can do to protect yourself in the future.

3) Why didn’t Warren Buffet and many of the other smart investors who said we were heading for trouble not put their money where their forecast was?

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Building Your Model Portfolio

There are multiple ways to build an investment portfolio. Different methods produce different results. Are you building for income, for growth, for safety, for asset protection, these are specific questions that you have to answer before you can build the portfolio that’s right for you.

The past year has made more investors want a method of investing based on risk management more than on investment returns. Will Rogers is often quoted as having said, “I’m much more concerned about the return of my money than the return on my money.”

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Risks To Successful Investing

There are at least seven categories of risk that the Shrewd Investor needs to understand and take into consideration when investing. It is important that you learn to evaluate the risk versus reward of every investment in your portfolio. Failure to do so can be hazardous to your financial health. Let’s take a brief look at each risk: … Continue Reading