Buyout and spinoff announcements can cause big price swings in stocks. Yet investors are always trying to find the next big deal. Even though it’s a speculative venture at best. Once a deal is announced, that’s where the opportunity ends for most investors. For others, myself included, this is where the real opportunity begins. It’s known as special situations investing and, speaking from experience, can offer a low risk, high reward way to invest your money.
What are Special Situations?
Special situations are known events within a company that present an opportunity for above average returns. When you combine this information with a value investing approach, the high returns can be achieved with a small amount of risk. Continue Reading…
Comparison shopping is a typical routine done in stores all the time and it usually ends at the price. But every once in a while, you dig a little deeper. You check under the hood of a car or compare ingredients in food. So why don’t we do more of it with our investment products? When shopping for funds, take the time to compare the ETF and mutual fund holdings.
The Affordable Care Act will bring a big health reform change to insurance plan coverage in 2014. You can start making plans now. A number of those changes will be introduced October 1, to give you a head start. Here’s a quick overview of the early changes and what to expect.