Have an Opportunity Mindset

January 18, 2022 |Jeffrey Ker

An important component of a solid Financial and Investment Plan is what I call the "opportunity mindset". Investors should always be on the lookout for high quality stocks and/or sectors to buy at bargain prices.

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Filter Out the Noise

June 24, 2020 |Jeffrey Ker

Today is one of those days where you need to filter out the noise. Headlines are negative and Markets are selling off ... Days like this show the value of a plan ...

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Plan for the Best and Plan for the Worst

April 24, 2020 |Jeffrey Ker

... there are changes that can be made to upgrade the portfolio with an eye to the future ... to “plan for the best and plan for the worst” ... I strongly believe there are things that can and should be done now in portfolios.

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The Pull of the Markets

December 17, 2019 |Jeffrey Ker

it’s hard not to feel like you are missing the boat by not “making a move” and getting into the market at any price these days (since stocks seem to go higher every day) ... I am positive you do not need to rush to buy in today near an all-time high.

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On Tactical Investing

September 06, 2019 |Jeffrey Ker

This is where Tactical investments come in. ... Whereas a downturn is seen as a “buying opportunity” to long-term investors ... Tactical investments treat falling prices as a sign to sell stocks, not to buy!

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