Category: Investing for Retirement

What is your investing style? That is one of the first questions an investment professional will ask you when you seek their advice. There are many terms that can be used to define an investing style: Aggressive, conservative, growth, value, active, passive. Another way to define an investment portfolio is

For the month of October, the DOW gained 1559 points, recovering all of the loss from the previous month. My investments gained 2.57% during the month. Interest and dividend income was $4,138 for the month. The end of each quarter has higher dividends because of stocks and mutual funds that

Today (10/18/21), the price of crude oil went over $86 a barrel, the highest level since October 2018. Natural gas and coal are also at record levels going into the fall/winter heating season. If you were lucky enough to anticipate this and bought shares of oil companies back in August,

For the month of September, the DOW lost 1516 points (over 4%). My investments lost 2.29% during the month. Interest and dividend income was $912 for the month. In the past 30 days, I sold 100 shares of Penske Automotive @ $90 and another 100 shares @ $98 for a

PFN tanks after 10.25 percent dividend cut. When I started investing in closed end funds (CEFs) there was always a warning on the investment summary page that said: Closed end funds are subject to the risk of their underlying assets and investment strategy. Unlike open end funds, closed end funds

For the month of August, the DOW was up 388 points. Only a slight gain as investors try to determine how the latest COVID wave will impact economic activity. My investments gained $11,091 for the month. Dividends and interest amounted to $611, with $440 withdrawn to pay bills. Investments sold: