Long Term Care Insurance versus Everything Else

Within the last two weeks, I had a client inquire about a long term care (LTC) policy and a reporter call regarding pros and cons of LTC policies. I took it as a sign of what to discuss this week, and it’s also a good change of pace from the investment topics that I focused on over the past month. …

Adam McCurdyLong Term Care Insurance versus Everything Else

Value investor struggling with momentum?

This is a question that has frustrated my mind for at least five years. I will give a brief description of value investing before giving a more detailed discussion of momentum. Value Investing: Invest in a company that has strong fundamentals (strong balance sheet, very manageable debt, positive earning, etc.) but has had its market valuation hit (i.e. trading at …

Adam McCurdyValue investor struggling with momentum?