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Our Philosophy

... economic activity in a constant state of change, we look for opportunities in diverse asset classes. We believe that while broad diversification is crucial, there are also times when it’s prudent to “tap ...

Meet the Firm

... simple and management fees easy to understand. He believes in developing a deep understanding of how each client defines success, so he can help them toward that end with appropriate planning. Mat ...

March Madness: Final Four Investing Bracket 2016

... demonstrated during the market correction last August as well as what happened in January. We believe that as we enter the mature phase of an aging bull market, you’ll see Mid and Small cap underperform ...

John Hussman says we are headed for a stock market crash!

... to John Hussman, who…like the author and many other pundits, believe we are on the brink of a -50% or more “crash”. Allow us to be blunt since very few are… This type of financial journalism is complete ...

Investing in a New World: Cyber Crime and Terrorism

... and other ill-willed people will find new ways to attack. We believe we are in the very early innings of a long ballgame. Cybercrime and cyber-war will fast become two of the most challenging geopolitical ...

Q3 2015 Stock Market: Déjà vu of 2011 not 2008!

... much better as the market peeled off almost -12% at one point. Believe it or not, Q3 of 2008 was much better at “only” -9%. Most people don’t remember that because of how bad Q4 of 2008 was at -22.54%! ...

MPG Core Tactical 60/40: August 2015 Performance Update

... believe there will be more of that volatility throughout the end of summer. Lastly, don’t be surprised to see the year end positive even if it’s only in the single digit range. See you next month!  ...

MPG Core Tactical 60/40: July 2015 Performance Update

... Our next article will actively describe what we’re talking about…. We believe it’s not an environment that paints a rosy picture towards Dow 20,000. While that could happen you’re more likely to see ...

MPG Core Tactical 60/40: May 2015 Performance Update

... against other currencies the prices of commodities typically drop and vice versa. If you believe (as we do) that we might see one last lunge upwards from the dollar followed by a natural retreat, position ...

MPG Core Tactical 60/40: April 2015 Performance Update

... o. In other words, don’t rush to exit door yet…As a matter of fact we believe there are still some pockets of value in REITs and rates are not going up yet. Simply put, the economy has to be a lot hot ...

Is Jim Cramer's Diversification Advice Insane?

... take at least 50 stocks to achieve those same diversification benefits. If you’re still intrigued by owning individual stocks and believe you or your advisor can adequately manage 50 different companies, ...

MPG Core Tactical 60/40: March 2015 Performance Update

... component of our portfolio is trashing domestic equities +7.54% YTD and +8.34% YTD respectively. We continue to believe that this trend will persist and make a case for it to be especially so in Emerging ...

March Madness: Final Four Investing Bracket 2015

... we believe you should exercise even more caution than normal with selections in the Small and Mid Cap area. Key match-ups and seeds: #5 Vanguard Mid-Cap ETF (VO) vs. #11 Evolving Systems (EVOL) Often ...

MPG Core Tactical 60/40: February 2015 Performance Update

... 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 ...

3 Main Criteria for Selling a Stock

...  Technical Analysis: Whether you believe in following the charts and trading patterns of a stock or not…you still need to be aware of them. Like it or not, many decisions from the bulk of the investing ...

The Black Thursday you likely never heard about…

... your other “mainstream” investments? We believe it’s actually the perfect opportunity to learn why currency exposure should make up part of your overall asset allocation. Most people, including experienced ...

MPG Core Tactical 60/40: December 2014 Performance Update

...    What does about a 60% haircut in oil prices mean to the stock market? Simply put, the bulls believe that it is a positive for economic growth and is basically like a huge tax cut for consumers and ...

MPG Core Tactical 60/40: October 2014 Performance Update

... “sale”. Trim back REITs per your allocation as they have clearly risen far beyond expectation. We believe you should buy back in where there is some value. Take a look at gold (GLD) as an example for an ...

Experts and Amateurs are Wrong on REITs

...  about $221k! Lastly, what again were those experts worried about with the threat of rates rising? First and foremost, are rates any higher than a year ago? Do you believe the economy is humming alon ...