...  name or two added to the portfolio. Lastly, our clients may see added exposure to Emerging Markets since most of the herd is still running away from them almost like it was 2008 when they were clobbere ...

... and quickly added it to the investment solutions they present to clients.  Walt Bettinger, Schwab President and CEO, was quoted as saying, “Their long-term track record of portfolio construction which ...

    As most of our readers and clients know we rarely use mutual funds but in some cases a strong case can be made for certain ones. My Portfolio Guide, LLC was granted an interview with the management ...

... in the list itself.  The advisors are provided with a questionnaire from Barron’s that has over 100 questions regarding their business.  The majority of the questions cover the number of clients the professional ...

... and municipal clients, and provides home consumer filtration products among several other lines of business. Normally we’re not one to play with too many penny stocks but this is a company that has considerable ...

...  industry works from within and also how professionals will work with female clients. “It’s been a male dominated field – the vocabulary, the way we measure it.  It’s a language that has been always spoke ...

... index of exchange-listed companies that have revenues in exploration and production of natural gas. We’ve nibbled at this for a few clients but again…this sector has a different wrinkle to it. We add ...

... was getting a bit too much hype and somewhat frothy. Not only did we have them “losing” in our investment bracket but in the real world we sold it for several clients who owned it, locking in profits. ...

... vide our clients with the highest level of service and experience possible. This national investment conference was dubbed "Breaking Through Boundaries" and as we left towards the airport we clearly unde ...

... plan. Contact your plan provider for more information as each plan different and consider rolling over your assets to an IRA. My Portfolio Guide, LLC takes the time to guide our clients through ...

...  economic and market developments and communicating updates on financial market performance, economic trends, and the firm’s outlook and portfolio positioning to clients and their advisers.  ...

... Throughout his career he has attempted to redefine the industry and bring a higher level of service than clients are used to typically receiving. While he has a variety of experience in the financial services ...

... Guide LLC is truly dedicated and focused on specifically improving at least one if not all of these three key elements for clients: Unwavering Ethics, Superior Discipline and Unsurpassed Value. When ...

Financial advisors spend much of their time helping clients accumulate money. But when the client turns 70 1/2 years old, he has to start taking required minimum distributions (RMDs) and a wealth ...

... thout a transaction charge. (ETF's that are held for more than 30 days are commission-free to all of our clients) The following article from Financial Planning magazine highlights recent trends in the ETF in ...

First and foremost, let me express a huge thank you to all clients, friends, and family who came to see me at the hospital and/or called to check on my recovery. No, I am not fighting some terminal ...

... even when the overall economy is suffering. Q: What are some of the metrics advisors should consider when they’re evaluating REITs on behalf of clients? A: Dividend history is a big deal. Federal Realty, ...

... clients from what I view as a market continuing to climb on rather slim fundamentals. Are we climbing a “wall of worry” and seeing the markets essentially ignore some very real land mines? I think so but ...

... and weak rally. Iran: There is always some sort of “risk” that something unknown simply crushes a market. I see and suspect more of them are in this environment and therefore I’m bracing clients for ...

... move to get extremely defensive and liquid. All of our clients have some sort of model allocation to which we then customize. I’m sure some portfolio models, that hold for example, a 40/60 type mix of ...