... is especially true over the past decade. My Portfolio Guide serves the following types of clients nationwide: High Net Worth Individuals Company Retirement Plans Business owners working to create ...

My Portfolio Guide’s investment philosophy is based on our dedication to act only in our clients’ best interests. It’s this client-centric approach that guides each and every investment decision. We are ...

... volved in the investment industry since 1995. After experiencing both the outdated “full-commission” version of the business and the “discount broker” side, he realized neither was properly serving clien ...

... Mindy for more details or specific questions? Mindy Baldwin is a very accomplished attorney specializing in estate planning. Her practice  is based in South Orange County but she serves clients throughout ...

... ty 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 l ...

... Income”. It should be noted that each of these investments offers numerous ways to play them. In other words, we purposely describe “Active Fixed Income” in a rather nebulous way. For our clients we ...

... the attention of many large national firms. Currently there are over 15 established Robo-Advisor firms – the average account size is just over $20,000, each firm has over 20,000 clients and $200 million ...

... we don’t own it in this portfolio, it was one of our best holdings for My Portfolio Guide clients over the past year and a half. After unrealized profits north of 60% with INTC shares, we finally had to ...

... This charity hits home for us as well since we’ve lost several clients to cancer. Prader-Willi Syndrome Association – This team member’s 14 year-old niece battles this disease every day of her life. ...

... on who you speak to, it’s either described as (1) the future and the sophisticated way to invest or (2) more gimmicky products that mutual fund companies are pitching to their clients even though their ...

Comprehensive Financial Planning We build a comprehensive financial plan for all our clients who want to better understand their current and future financial needs and wants. We map out a personalized ...

...  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 ...

... investment scenario for our clients. Whether you require a steady stream of income in retirement, growth of your assets to meet future expenses, or some blend thereof, we design the portfolio model accordingly. ...

... I recall knowing when several of the pictures were taken. (From when they retired and became “clients” to when they took that well deserved and memorable trip to Europe.) As the slide show wrapped up ...

...  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 ...

... Fee-Only. Fee-Based Advisor: Oh c’mon…same thing. I don’t do that stuff to my clients. Fee-Only Advisor: Good for you but…not really (shaking his head) It is shocking how many investors do not understand ...

...  Lastly, we have to share one simple observation we see from many of the investment clients we talk to and service every year; about 50% of them are getting ripped off and their accountants are basically ...

... that HFT trading makes up over 50% of U.S. equity trading volume since 2009. This week we encourage you to view a letter being sent to our clients and friends of the firm :   April 2014 ...

... for clients but with a price under $5 this is a stock we can nibble at and add to certain accounts that need additional small cap exposure. We had a position similar to this last fall when we purchased ...

In order for My Portfolio Guide to add the most value to our client relationships, we constantly look for ways to help them outside of solely focusing on their investments. Helping clients to make informed ...