... it really be that surprising? Robo-Advisors target market is a segment of the market that has long been underserved and some would say flat-out ignored. The typical investment advisory firm has targeted ...

... Here’s a brief background and then a summary of an actual conversation between two financial advisors:   Both financial advisors began their careers working for major wirehouse firms (think Morgan ...

Exchange Traded Funds (ETF's) have exploded in growth and usage over the past decade. Some financial advisors still shy away from them but the reasons are often due to proprietary conflicts with their ow ...

... Value Style Trends Unlike some advisors we will never be one or the other. Without dismissing the entire notion that investment style is important, we simply think that growth versus value is sometimes ...

... nd NAPFA (National Association of Personal Financial Advisors). Matt was trained and worked as an investment advisor for several of the largest and most widely respected brokerage firms on Wall Str ...

... so why pretend? The best perceived “financial advisors” (or at least those that claim to be)…”predict” the future or prognosticate it and they’re almost always wrong. Investing can be complex enough ...

... it for your portfolio or has it been sold to you? What is the difference between Fee-Only and Fee-Based advisors? (click here to read) They sound like essentially the same things but the devil is in  ...

... that 99% of even novice investors will inherently know; diversify your portfolio. Is this “advice” from a guy selling books or is it commonplace in most portfolios? Since most advisors preach proper ...

... many times before. There is a growing sense of frustration among investors; amongst both novice ones and expert financial advisors. The cause of this angst is simply that most people believe their portfolios ...

... average investor. To practice what we preach we actually sold some of our Direxion Indexed Managed Futures Strategy (DXMIX) holding. Most financial advisors had been pounding the table on buying managed ...

... insist on owning a mutual fund at least make sure they are beating their peers on a consistent basis. (5) Management- This is what we are highlighting in this article. If a manager or team of advisors ...

... have the right ones and in the case of LSOFX (LS Advisors Opportunity) it wasn’t performing in line with expectations and falling behind its peers in dramatic fashion. Normally one should exercise more ...

... death and taxes.”                             - Benjamin Franklin              *** Before we move any further in this discussion it is important to note that we are not tax advisors. ...

...  registration and/or notice filing requirements imposed upon registered advisors by those states in which MPG maintains clients. MPG may only transact business in those states in which it is registered ...

My Portfolio Guide works in conjunction with your existing attorneys, accountants and other professional advisors. During the Discovery phase of our Investment Process, we carefully review who the key ...

...  advisors will look to bring down the risk of a portfolio in an effort to keep their clients happy but what are they really delivering?   While they are certainly bringing down the risk associated wit ...

... As early in the year as it is, we have one stock that is a huge “stinker” in the portfolio and a couple that are knocking the cover off the ball. Many advisors drool at the opportunity to show you their ...

... takes place in the investment industry.  Investors often think they are diversifying their assets and using multiple advisors when in reality their portfolio is with only one firm.   While the information ...

...  Long Short Advisors (LS): The simple answer is to provide downside protection in an increasingly volatile world where equity markets are near all-time highs and bond yields remain near all-time lows. ...

... We have to chuckle with how many hypocritical financial advisors there are out there doling out stale or emotionally driven advice. When the @#%& hits the fan they tell you to “stay the course”. Very few ...