James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

I strongly believe that every self-directed investor needs to craft a personal business plan for their portfolio. This plan should ideally define individual investment goals and the guidelines under ...

2016 is off to a volatile start. Following a well-designed portfolio business plan can help guide decisions during such periods. Events of 2015 led to changes in my 2016 Portfolio Business Plan. There ...

I often speak to groups of retired or soon-to-retire people, and it’s clear that investing is a passion for many of them. They’ve been studying investing and the markets for many years, homed in on a ...