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Investing Basics - How To Invest

Don’t Be the Next Victim of Financial Fraud

Ron Surz   Ron@PPCA-Inc.com    949/488-8339  Originator of Age Sage New financial frauds are exposed every day, frequently by repeat tricksters. Fraudsters typically prey on our greed. Examples show how. We can protect ourselves by following some straightforward practices. You’d think that the notoriety… Read Full Story


Insights from the Experts

Don’t Be the Next Victim of Financial Fraud

Ron Surz   Ron@PPCA-Inc.com    949/488-8339  Originator of Age Sage New financial frauds are exposed every day, frequently by repeat tricksters. Fraudsters typically prey on our greed. Examples show how. We can protect ourselves by following some straightforward practices. You’d think that the notoriety... Read More

Hazardous and Wise Investment Phrases to Know

By Timothy Baker, CFP®, MBA Investing has a language of sayings and catchphrases of its own. Some encourage action, others espouse knowledge. A novice investor might struggle to understand the meaning of many common investing phrases or be duped by seemingly true but false phrases. Here are some of the more... Read More

4 Investing Mistakes to Avoid

By Asad Gourani, AAMS®, APMA® Each person's individual investing strategy may be different, but there are things every investor should avoid. Many individuals start investing with little to no education about the markets and learn the hard way by losing money. Instead, take note of these four investing mistakes... Read More

Loss Aversion: How Avoiding Risk Can Increase Your Risk

Everyone likes making money.  Seeing an investment go up in value is a good feeling that we all enjoy.  But we truly hate losing money.   Research suggests that the psychological pain that we experience from losing money is roughly twice as strong as the joy that we feel when we gain the same amount of... Read More

Why Robots Are Bad Financial Advisors

By  Joe Allaria, CFP®  In an age of rapidly advancing technology, more investors are opting for DIY financial planning and  investment management  platforms. These trading platforms, retirement calculators, and auto-rebalancers are increasingly sophisticated, but many investors will learn in the next major market... Read More

5 Things To Do 10 Years From Retirement

By  Eric Nelson There's a red zone both in football and  retirement planning  where the game is often won or lost. For football, it's 20 yards from the goal line; for  retirement , it's 10 years from your target retirement date. As you move down the playing field towards your goal, you may need to huddle up and... Read More

Investing Basics

  • Getting Started In Stocks

    So you've decided to invest in the stock market. Congratulations! In his 2005 book "The Future for Investors," Jeremy Siegel showed that, in the long run, investing in stocks has handily... Read More

  • The NASDAQ Dozen

    Do you suffer from analysis paralysis? Do you have a stock you are interested in buying but you don't have the foggiest idea of where to even start a proper analysis? We can help... Read More

  • The 10 Commandments Of Investing

    The biblical Ten Commandments were intended to act as a driver's manual for the road of life. "Thou shalt not kill." "Thou shalt not lie." These are life's version of the stop-at-the... Read More

  • The Lowdown On Penny Stocks

    Successful companies aren't born, they're made. They have to work through the ranks like everyone else. Unfortunately, some investors believe that finding the next "big thing" means scouring... Read More

  • Start Investing With Only $1,000

    So you have a $1,000 set aside, and you're ready to enter the world of investing. But before you jump head first into the world of stocks and bonds, there are a few things you need to consider... Read More

  • How to Select an Online Broker

    One of the most important investment decisions you'll make has nothing to do with stocks, bonds or mutual funds. This crucial decision is picking a broker. There are dozens of companies... Read More











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