... stock selections. That said, it sure sounds better to tell people at a cocktail party that you own Alibaba or a ground breaking biotech company that’s going to wipe out Ebola than it does to brag about ...

...  at such a hot pace that the Fed is going to run interest rates up quickly so we don’t get too ahead of ourselves? Folks…rates will eventually rise but don’t buy into the hyperinflation story too early ...

... REIT ETF) decling over -7% but they’re still leading all asset classes for the year at over +12% YTD! Where are we going from here? Don’t listen to anyone who is pounding the table with fear tactics ...

... typically invest in them to hedge your portfolio against either (and/or both) stock and bonds going down together. Think of an asset class that you would feel comfortable investing in right now with the ...

... is by design. What’s more important than the size of these moves is the fact that they were actually made. Anyone can buy a stock or fund with the hopes of it going up; very few ever have the discipline ...

... market correction could be the most telegraphed one ever… Stock market corrections are simply part of the game. Going back to 1932 we have seen corrections of at least -10% an average of every two years. ...

... 18 over an average advisory firm. Even if you’re going it alone and paying nothing in investment management fees we can save you $7,322 every year inclusive of our service! Lastly, to show you how import ...

... support Cost containment and industry leading savings We also provide comprehensive participant support, including ongoing education and support for all employees. From enrollment meetings to educational ...

... well over the long-term is based on Strategic Asset Allocation. We provide ongoing reporting that clearly illustrates how your portfolio is performing, including outside assets that we may not be managing. ...

... the last several years with impressive performance but should you buy, sell, or hold it going forward? Buy, Sell or Hold? This leads us to the ultimate question regarding UA: Is now the time to invest ...

... of June and is now tracking at +1.83% YTD. Where are we going from here? We now move into the second half of 2014! Contrary to any themes of “the summer duldrums” the markets have continued to reach ...

... to their peers and other investment options. Today we are going to take an in-depth look at a fund we see in many portfolios but very few individuals actually understand what it is. The Fidelity Contrafund ...

... splashing in the water, kids building sand castles, and nearby boats sailing in and out of the marina. As I parked my car however, the reality of why I was going to the yacht club struck me harder than ...

... managed 60/40 Benchmark is up +5.83% YTD. The S&P500 is at +6.71% YTD, the Nasdaq had a remarkable month and now sits at +5.04% YTD, and the bond index is tracking at +2.04% YTD. Where are we going from ...

... passively managed 60/40 Benchmark is up +2.88% YTD. The S&P500 is at +3.16% YTD, the Nasdaq has barely broken positive now at +0.59% YTD, and the bond index is tracking at +1.83% YTD. Where are we going ...

... model called for a slight paring back on Bonds with the proceeds going back into Stocks: 3/31/14:       Sold 21 shares of BND (Vanguard Total Bond Index)                      Bought 28 shares of IVV ...

... portfolios. OK...Let’s dig into some of the key match-ups and explain why our Final Four going into Q2 2014 looks the way it does (CLICK HERE TO VIEW THE BRACKET):   Large Cap – What we typically ...

... in general, I encourage my clients to occasionally review their living trusts and associated documents to make sure that everything is still going according to plan. In particular, there has been one ...

...  space. Conversely, Tesla (TSLA) is up +37.87% since we took a nibble at it and Monitise (MONIF) is up another +13.80% since our purchase. Where are we going from here? We barely got the stock marke ...

... returns by losing another -7.18%. So…was anything going well? You bet… Gold climbed to $1,750 an ounce in August of 2011. The shiny yellow metal, historically considered a hedge against the markets and ...