20 May 2015
Have you checked out and signed up for our free investment blog called "Dear Mr. Market"? If not, sign up now and receive a notice each time we publish a new article. We've just written our 100th "letter"! Check it out and sign up today!
Dear Mr. Market:
How time flies! Our first letter to you was on March 20, 2013. This marks our 100th article. Over the last two years we have covered a variety of topics and events that our clients and readers have been confronted with. Over 15,000 individuals have visited the website and our top rated articles have been viewed over 12,500 times!
As we look through the library of topics we have assembled, there are several articles that stand out for various reasons. It’s challenging to pick favorites so we’ve decided to share the most popular “letters” we’ve written:
Buying a stock is easy but when do you sell it? What if it doubles in price or worse yet what happens if it gets cut in half? Be disciplined and have an exit strategy in place before you hit the buy button.
Your portfolio is up for the year but are you a winner or a loser when compared to the market? Identifying what your benchmark should be is something investors often struggle with. Make sure you are truly comparing apples to apples!
Paying high fees for consistent underperformance essentially guarantees that you will not reach your investment goals. On a yearly basis approximately 75 - 80% of mutual funds can’t beat their benchmark… Why on earth would anyone want to overpay for underperformance?!?
Financial firms are always creating new products and services in an effort to meet investors needs and capture their loyalty. Windhaven Investments has grown dramatically since it was introduced by Charles Schwab & Company in 2011. Is it a fit for your portfolio or has it been sold to you?
They sound like essentially the same things but the devil is in the details! Learn about the critical differences and the impact it can make on your relationship with your financial advisor and your long-term financial success.
How many firms sponsor a team of triathletes, each of them raising money for a charity or foundation important to them? We did and we will continue to make a difference in peoples lives. Last year Team My Portfolio Guide raised over $25,000!
These automated ‘investment solutions’ have recently captured headlines and are growing at an alarming rate. Chances are you have been marketed by one in the last several months but you might not even be aware of it.
Entertainment and investing do not go hand in hand. Investment advice that is followed by a loud ‘booyah’ could certainly qualify as lunacy!
REITs have been the best performing asset class for decades yet most portfolios are void of it! REITs have beat the stock market over the past 30 years, shouldn’t you have some exposure?
The average working couple will see nearly a third of their retirement plan eaten up by fees (over $150k)! With new regulations, plan providers are required to disclose all fees – make your money work for you and not your plan provider!
Behavioral Finance is a relatively new field of study but if you’re a human being you already inherently know what it’s about. Understanding how to apply behavioral finance to your investing, however, is where most investors completely miss the mark.
The NCAA basketball tournament has become a huge event. Every spring we combine the excitement of college basketball and the myriad of investment choices availabele. We are proud to be one of the first firms to create an “Investing Bracket”, our annual article is always one of the most popular on the internet!
One of the most intriguing things about “Mr. Market” is that you’ll never be bored with his volatile and unpredictable temperament. We of course enjoy sharing our opinions on the markets but would love to hear from you and what you would like to learn more about.
If you enjoyed or learned anything from our first 100 articles…. don’t keep it a secret! Share ‘Dear Mr. Market’ with others and be sure to catch our next 100!