by Bill DeShurko | Sep 23, 2013 | covestor, money management, portfolio
You are invited to an exclusive online presentation by a diverse team of Portfolio Managers on Covestor. They will share with you their current market concerns, provide important new insights, and explain how it’s possible to play both offense and defense amid the...
by Bill DeShurko | Aug 22, 2013 | Investing, money management, portfolio
Our largest investment strategy based on assets under management is our Dividend and Growth Plus strategy. I combine for our clients stocks that pay a modest but increasing dividend with stocks that have a high dividend yield, but less likely prospects to raise the...
by Bill DeShurko | Aug 9, 2013 | dividends, Investing, money management, portfolio, retirement investing
I recently posted an column at: MarketWatch.com titled: “Why Individual Bonds Remain Very Attractive” While investors are bailing from bond mutual funds – a wise move, individual bonds do offer protections against rising interest rates not found in...
by Bill DeShurko | Jan 26, 2013 | covestor, dividends, Finance, Investing, money management, portfolio
Much is being said about the S&P 500 breaking through its former daily high set in 2007. The question seems to be whether this is the end of a bull market or the start of a new one? First, let’s put this into perspective. Below is a chart of SPY – the SPDR’s...
by Bill DeShurko | Nov 16, 2012 | Investing, money management, portfolio, Uncategorized
In my last post I said that we were growing increasingly concerned over the deteriorating market since last week’s election. A key area of support historically has been the 200 day moving average (DMA). The DMA is just the average price of a stock or an index for the...
by Bill DeShurko | Aug 10, 2012 | Investing, portfolio
Today’s post appeared at www.horsesmouth.com and is reprinted below for my blog readers and clients, Aug. 9, 2012: Low-beta stocks have been a good alternative for clients who want safety without going to cash. But value plays in this sector are getting hard...