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Category Archives: Investments
Dr. Wendee Attends TNDDA Investment Banking Conference in Houston, Texas
Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held March 10 – 12, 2017 in Houston, Texas. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading
Posted in Economic Outlook, Entrepreneurship, Investment Recommendations, Investments, Notes From The Field, Special Situations, Uncategorized, VDI/REEP
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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NOTES FROM THE FIELD: Center for Global Business Research to Launch New Research Lab “FIVE”- Headed by Dr. Paul Wendee
The Center for Global Research, a part of the School of Advanced Studies at the University of Phoenix, will be launching the FIVE research lab early next month. The FIVE research lab – that is (Applied) Finance, (Enterprise) Value Creation, … Continue reading
Posted in Economic Outlook, Entrepreneurship, Investment Recommendations, Investments, Notes From The Field, Special Situations, Uncategorized, VDI/REEP
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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INVESTMENTS: 2017 Financial Planning Goals
Now that we have begun the New Year, it is time to start thinking about some financial planning steps we can take to increase our wealth. I wrote a short workbook on this subject entitled, Four Easy and Powerful Steps … Continue reading
Posted in Investment Recommendations, Investments, Notes From The Field, Uncategorized
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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Economics: New Economics Dashboard Added to Book #6
A new section, Dr. Wendee’s Economics Dashboard, has been added to Book #6 – Simple and Effective Economic Forecasting. The economics dashboard contains several key variables of macroeconomics and is presented so that one can gain a quick understanding of … Continue reading
Posted in Economic & Business Chart Room, Economic Outlook, Investment Recommendations, Investments, Notes From The Field, Uncategorized
Tagged 401K, bank accounts, building wealth, finance, financial planning, financial responsibility, financial stress, invest, investments, IRA, money, money help, retirement, save money, savings, stock, stock market, wealth
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Dr. Wendee Attends TNDDA Investment Banking Conference in Atlanta, Georgia
Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held November 11 – 13, 2016 in Atlanta, Georgia. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading
NOTES FROM THE FIELD: New Introduction Video Added to Book #9
A short cartoon video introducing the wealth building strategy in Book #9, Four Easy and Powerful Steps To Building Wealth, has been added to the book. To view this short video on how to get started building wealth using the book, … Continue reading
Posted in Investments, Notes From The Field
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INVESTMENTS: Billionaire Portfolio Released
The Cassandra Billionaire Hedge Fund Stock Selection Model is a listing of portfolio holdings held by some of the top hedge fund managers in the world. We have taken this listing of hedge fund holdings and run it through the … Continue reading
Posted in Investments, Notes From The Field
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INVESTMENTS: Personal Wealth Creation Book Released
The Intrinsic Value Wealth Report is proud to announce the release of its newest book, Four Easy and Powerful Steps to Building Wealth. This will be book #9 in the series of books in the Intrinsic Value Wealth Report. It is … Continue reading
NOTES FROM THE FIELD: Cassandra Model Automation Algorithm Completed
Our proprietary stock picking model, which we call Cassandra, has now been fully automated. A special algorithm has been created to fully automate the model. All together, our model uses thousands of variables and calculations, and hundreds of iterations, to … Continue reading
Posted in Investments, Notes From The Field
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NOTES FROM THE FIELD: Billionaire Portfolio Ahead of Schedule
Work is being done on creating a Billionaire’s Portfolio to be included in the Intrinsic Value Wealth Report. The Billionaire’s Portfolio will consist of portfolio holdings of some of the largest hedge funds in the world. The Billionaire’s Portfolio is ahead of … Continue reading
Posted in Investments, Notes From The Field
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