Happy Investments, Inc. San Diego CA

Why the outlook is positive for dividend-centric strategies

With volatility making a return, many investors are taking a step back and reassessing their positions

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

Finding Stable Dividends in a Rough Market

In a world of slowing dividend growth and potentially rising interest rates, your dividend investing strategy may need some tweaks.

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How to pick the best dividend stocks

Investing in companies with increasing dividends like Disney and Starbucks can really pay off.

5 Things You Should Never Buy With Your Credit Card

Put that plastic away! For these six expenses, you’re better off leaving your credit card in your wallet.

The Worst Investments Of My Portfolio

The time has come to take a critical look at the positions which, at the time of writing, are the furthest underwater in my portfolio to see what went wrong.

Building Income Portfolios in a Low-Yield Environment

Learn more about what we view to be the potential ways to enhance portfolios and diversification using a variety of income-producing assets.

Can We Protect Investment Portfolios From Armageddon?

Is there some sort of investment portfolio “insurance” if an event happens that represents the end of life as we know it? Can assets be protected or hedged?

3 Easy Ways to Build a Killer Investment Portfolio

Take 5: What's in Your Investment Portfolio?

Here’s what our faculty have to say about assessing new stocks, investing in green companies—and the benefits of benign neglect.

Is it really necessary to rebalance your investment portfolio?

Periodic rebalancing is generally a good way to keep your investing strategy on track and to prevent your portfolio from becoming too risky during market surges or too conservative after big market setbacks.

How High Yield May Reduce Portfolio Risk

Risk assets, be it high-yield bonds, equity markets worldwide, are not pricing in all that much bad news. If we take a dollar out of the equity side of our port

How to Find the 'Evil' Investments Hiding in Your Portfolio

If you're wondering whether your portfolio contains some shady shit, the answer is probably yes.

This Multi-Asset ETF With A 10% Yield Could Be Just What Your Portfolio Needs

The inclusion of BDCs, MLPs, REITs and CEFs can actually reduce overall risk when paired with other equities.

Finding Substitutes for Traditional Bond Income in Your Portfolio

Learn more about the investment management industry including Finding Substitutes for Traditional Bond Income in Your Portfolio.

3 Signs Your Investment Portfolio Needs A Makeover

It may be time to shake things up and start making the moves that lead to long-term wealth.

Worried about inflation? This investment may be an option for your portfolio

Retirees worried about inflation may want to consider Treasury inflation-protected securities, or TIPS, as a way to help maintain purchasing power.

Do You Know How Much Risk is in Your Investment Portfolio?

Risk is everywhere, every day. Are you taking too much risk with your investment portfolio? Too little? How do you know? Find out today.