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The Bare Essentials

At its heart, stock investing is about owning a piece of a business whose potential you believe in. While that sounds like a no-brainer, many investors have lost sight of that fundamental truth, says Douglas Coe, managing partner and chief investment strategist at Moody Reid Financial Advisors in Kansas City, Missouri. As Coe sees it, the process of picking stocks for your portfolio shouldn’t be any more complicated than buying into solid businesses. “I think about owning companies, not stocks,” says Coe.

Smart Money Moves

Edwin Kennedy is no buy-and-hold investor. HE’S always scouting for opportunities to boost the upside potential of his $150,000 stock and mutual fund portfolio. Recently, the Valley Stream, New York,...

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