Category Archives for Retirement

‘Here’s Why Warren Buffett And Other Great Investors Don’t Diversify’: Our Latest Forbes Article

July 24, 2018
Warren Buffett Forbes diversify

Our Members are well aware that one of the keys to our investing success is that we don’t diversify our portfolio. We believe in highly concentrated positions, which has helped contribute to our long-term track record of beating the market (16.08% annual returns over the last 10 years, compared to 10.17% for the S&P 500). With that in mind, we found that some of the best investors share our belief in a concentrated portfolio. We published their thoughts in our latest article for Forbes and included some great quotes, including…

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Sell In May And Go Away? New Forbes Post From Karl Kaufman

May 1, 2018
Sell In May And Go Away

I wrote in Forbes about the popular adage “Sell In May And Go Away” and why you might want to consider doing the opposite. Click the link below to read: Don’t ‘Sell In May And Go Away.’ Here’s What You Should Do Instead Help Spread the Word

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‘Finance And Markets’ Interviews Karl Kaufman About How To Improve Your Market Gains

April 17, 2018
Finance And Markets

“Finance And Markets” interviewed American Dream Investing CEO Karl Kaufman for their “Cashflow Hacking” video podcast series. Kaufman and host Casey Stubbs had a wide-ranging discussion, covering topics such as why diversification might harm your long-term investing performance, how to protect yourself during a market downturn and American Dream Investing’s keys to successful portfolio management. You can watch the interview and read the transcript by clicking here or watch it on YouTube at this link.   Help Spread the Word

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New Forbes Post: ‘Here Are 5 Simple Ways To Limit Your Risk During Market Volatility’

April 10, 2018
forbes american dream investing

My latest Forbes column discusses the recent market volatility, and I break down why I think we’re seeing more volatility than even Jack Bogle is accustomed to. More importantly, though, I highlight 5 simple strategies that you can use right now to limit risk during these volatile times. Click below to read: Here Are 5 Simple Ways To Limit Your Risk During Market Volatility   American Dream Investing’s members know we’ve been using these strategies and sharing how we go about consistently beating the market. If you’re not yet a…

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John Oliver on Retirement Plans

June 13, 2016
John Oliver show still

Last night on HBO’s “Last Week Tonight,” host John Oliver spent most of the show illuminating the ways you are getting harmed by retirement obstacles, including dishonest financial advisers, the fallacy of actively managed funds and some of the fees we mentioned in our post last month. Do yourself a favor and watch this entertaining, irreverent and informative video which breaks down what you’re up against: (Warning: contains coarse language and British accents) Help Spread the Word

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The Fees! Not the Fees!

May 16, 2016
black and white investing graphic fees

For The American Dream Journal’s first post, we’d like to discuss an important issue affecting nearly every investor: the fees that are so damaging to the long-term health of an investment portfolio.  Whether it’s a lack of interest, lack of time, or lack of knowledge, even the most sophisticated of investors can be taken advantage of without paying proper attention to the fees charged by mutual funds and financial advisers. As we will stress over and over again, each individual is responsible for ensuring that their investments are in the right hands.  That means being proactive, doing…

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