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Our Philosophy

... not stock jockeys with the “hot tip” of the day…We are not market timers with crystal balls or portend the unknown events of tomorrow. We don’t sell investors, we guide them. That being said, our Investment ...

March Madness: Final Four Investing Bracket 2016

... lived and for the most part already priced into the economy. Vanguard Emerging Markets Index (VWO) is a “team” much like Wichita State – you don’t want to bet against them as they’ll come through with ...

Investing in a New World: Cyber Crime and Terrorism

... but when you then introduce a dramatically changing world, most people don’t know how to adjust. Over the past month our world has seen acts of terror force people into a state of fear and shake our faith ...

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%! ...

Are we climbing the “Wall of Worry” ?

...  be a better investor the second you do it! If you don’t …you’ll repeat mistakes like thinking the Fed would raise rates in September. They had to raise rates… right? Slam dunk! No doubt! 17 of 19 Federa ...

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: June 2015 Performance Update

... please don’t assume we’re day trading the stock. As much as we’ve been enamored with its potential we want to avoid any company that starts becoming a daily staple with calls to Jim Cramer or gets highlighted ...

What stock market volatility?!?

... global equity strategist at the Wells Fargo Investment Institute, predicted dramatic swings in many areas of the market. He summarized this sentiment by saying, “I don’t see this volatility going away ...

MPG Core Tactical 60/40: May 2015 Performance Update

... eventually weaken and once that happens it will make your favorite imports more expensive. Don’t fret too much however, as those with healthy allocations towards international stocks will do well. See ...

The 100th Letter to Dear Mr. Market

... s, plan providers are required to disclose all fees – make your money work for you and not your plan provider! Understand the Herd…don’t follow it! (click here to read) Behavioral Finance is a relativ ...

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?

... the market’s gains 5% of stocks lost 75% of their entire value Do you still want to spend your time trying to pick stocks or take “hot tips” from a guy on TV? Hey…don’t get us wrong. Picking stocks ...

There’s no YOU in UIT (Unit Investment Trust)

... of the well-known research firms like: Morningstar, Lipper, Value Line and the Wall Street Journal do not follow or publish ratings or performance of UITs. Expenses – We don’t want to beat a dead horse ...

MPG Core Tactical 60/40: March 2015 Performance Update

You don’t have to be a professional money manager to be aware that the swift decline in oil prices has been one of the most impactful financial headlines in years. As a matter of fact if you didn’t ...

March Madness: Final Four Investing Bracket 2015

... their respective growth rates in the single digit range. EVOL knocks out the #1 seeded Steelcase Inc. (SCS) and #9 Owen & Minor (OMI). Even if our predictions don’t pan out entirely in this region, shareholders ...

MPG Core Tactical 60/40: February 2015 Performance Update

... break. This is about Nielson ratings…not your portfolio goals. Don’t get us wrong here…there is plenty of decent news that should comfort the long-term investor. Yes, many reports of healthier corporate ...

3 Main Criteria for Selling a Stock

... world are made or triggered due to technical analysis so even if you think it’s hogwash don’t be short-sighted and ignore them. Investor Sentiment: Ideally, you’ve kicked the tires and performed your ...