Tag #Investment Strategies

Showing 13 to 24 of 144 results

theguardian.com
🌐 75% Global Worthiness
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Planning for Early Retirement in Your 50s

Retiring in your 50s necessitates significant savings; a single person needs about £31,700 annually, while a couple needs £43,900, with annuities providing a guaranteed income stream but with payments decreasing the younger the retiree is.

Progress

32% Bias Score

No Poverty
theguardian.com
🌐 45% Global Worthiness
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Trump IRA: Limited Financial Value Despite Tax Advantages

The Trump IRA, part of a recent bill, offers a $1,000 government contribution for children born between 2025-2028, plus annual contributions up to $5,000, with tax advantages and penalty-free withdrawals at 18; however, alternative savings methods such as 529 plans and whole life insurance may offer...

Progress

60% Bias Score

Reduced Inequality
forbes.com
🌐 85% Global Worthiness
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Structural Alpha: Not Dead, Just Hidden

The belief that alpha is dead is false; it has shifted to complex situations created by spinoffs, forced selling, and corporate restructuring, creating overlooked opportunities for investors who can identify structural inefficiencies.

Progress

56% Bias Score

Reduced Inequality
forbes.com
🌐 85% Global Worthiness
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Corporate Crypto Treasury Strategies: Successes, Risks, and the Future

As of July 18, 2025, MicroStrategy's bitcoin holdings, purchased at an average of $71,268 per coin, are valued at over $70 billion, resulting in a 68% gain; this success has inspired numerous companies worldwide to adopt similar crypto treasury strategies, leading to varying degrees of success and r...

Progress

56% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 75% Global Worthiness
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Dividend Stock Rally Predicted as GIC Money Shifts to Equities

CIBC's Ian de Verteuil predicts a continued rally in Canadian dividend stocks, fueled by C$100 billion in GICs shifting to equities due to lower short-term yields, with REITs and telcos expected to join the rally despite headwinds.

Progress

44% Bias Score

Decent Work and Economic Growth
theglobeandmail.com
🌐 85% Global Worthiness
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Smaller Fund Managers Outperform Larger Peers: A Persistent Trend

Multiple studies show smaller fund managers consistently outperform larger ones across asset classes, with higher returns and lower risk, due to investor bias and structural limitations within the investment industry.

Progress

52% Bias Score

Reduced Inequality
elmundo.es
🌐 75% Global Worthiness
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Record Spanish Bank Profits Despite Falling Interest Rates

Spanish banks reported record first-half 2025 profits, despite falling interest rates, primarily due to a 4.7% rise in commission income to €5.725 billion, driven by growth in wealth and asset management, offsetting a 3.3% drop in net interest income to €15.058 billion.

Progress

40% Bias Score

Reduced Inequality
us.cnn.com
🌐 75% Global Worthiness
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Five Steps to Manage Financial Anxiety During Major Life Decisions

CNN interviewed financial therapists who advise a five-step process for managing financial anxiety during major life decisions: acknowledging emotional responses, analyzing potential consequences, testing fears against reality, defining needs, and filtering out irrelevant information.

Progress

20% Bias Score

Reduced Inequality
lemonde.fr
🌐 45% Global Worthiness
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French PER Retirement Plan Benefits for 55-60 Year Olds

The French retirement savings plan (PER) offers tax advantages for those aged 55-60, allowing tax-deductible contributions and flexible investment choices, but with illiquidity until retirement except in specific cases like purchasing a primary residence.

Progress

44% Bias Score

Reduced Inequality
smh.com.au
🌐 85% Global Worthiness
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Divergent Investment Strategies Amidst Market Uncertainty: Retail vs. High-Net-Worth Investors

In the first half of 2025, Australian retail investors heavily invested in mining stocks like BHP, while wealthier SMSFs diversified globally using ETFs, showcasing contrasting strategies in response to market uncertainty.

Progress

40% Bias Score

Reduced Inequality
cbsnews.com
🌐 75% Global Worthiness
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Federal Reserve's July Meeting: Impact on CD Investment Strategies

The Federal Reserve's July interest rate decision is anticipated to maintain current rates, impacting CD investment strategies; experts advise considering liquidity, financial goals, and life stage before deciding on a CD investment.

Progress

48% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 75% Global Worthiness
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Copper Mining Equities Rally, Valuations Near Historical Averages

North American copper mining equities are up 14 percent year-to-date, exceeding the LME copper price increase of 4 percent, pushing valuations closer to historical averages; RBC analysts highlight attractive investment opportunities in specific equities, projecting varying free cash flow yields for ...

Progress

36% Bias Score

Decent Work and Economic Growth

Showing 13 to 24 of 144 results