Continuing the Fundamental Analysis series…here is another post. What really is a Balance sheet? It is a summary of the assets that a company owns and the money that is owes to outsiders. Remember as far as the company is concerned, you the shareholder, is an outsider too. Remember – it has its own existence? […]

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Do you want to know the real secret to successful investing? It’s a deceptively simple little thing called an investment policy statement, or IPS. An IPS spells out an investor’s investment philosophy, asset-allocation targets, and expected results. It also lays out a plan for how the investor will monitor his or her portfolio. We will […]

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