Our Philosophy
... Philosophy was developed from best learned practices known to the industry yet we uniquely integrate them to guide investors through the dynamic changes that global markets present. Since no one philosophy ...
Meet the Firm
... individuals and business owners using a high-touch and personal approach. Leveraging some of the strongest names in the financial services industry and numerous resources allows the firm to offer a truly ...
Investing in a New World: Cyber Crime and Terrorism
... in market cap than some in the cyber-security industry but this is the sweet spot you should be looking for.
Right upfront we’ll let you know that it obviously has a relatively short track record and ...
Are we climbing the “Wall of Worry” ?
... out right now and start jotting down leading company and industry names that you want to own. Get your shopping list ready! If you need help completing your list let us know as we would be glad to help ...
There’s no YOU in UIT (Unit Investment Trust)
... industry is littered with products and services that do little for the individual investor but benefit companies and commission driven brokers by lining their pockets. We’ve covered annuities, life insurance ...
March Madness: Final Four Investing Bracket 2015
... the brightest minds in the industry can’t beat this index on a consistent basis. Last year 86% of investment managers could not beat the index; on a five-year basis it is 89%, and 82% over the last decade! ...
Robo-Advisors: How do you like your hair cut?
The financial services industry is notorious for creating new terms and services in an effort to meet the ever-changing needs of investors. Often these ‘solutions’ are quickly adopted and become broadly ...
3 Main Criteria for Selling a Stock
... going into all the details the basic premise for owning the stock was due to it being:
(1) Depressed in price (2) an industry leader relative to many of its peers (3) overly punished with some bad PR ...
MPG Core Tactical 60/40: August 2014 Performance Update
... financial services industry ranging from those who manage billions in the most sophisticated manners available, all the way to a retired blue collar worker who wants straight forward investor education ...
Our Clients
My Portfolio Guide was founded after years of learning what investors really need from an advisory firm and a relationship standpoint. The financial services industry has changed dramatically and this ...
Strategic Alliances
... they offer the best overall value in the industry.
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Our Fees
... e as anyone else in the entire financial services industry because we know what it costs to provide actual value. We eliminate vast amounts of overhead so that costs don’t get passed to you. You hire ...
Company Retirement Plans
... 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 ...
Under Armour (UA) : Buy, Sell, or Hold?
... successful they must provide a superior product with quality service at a competitive price. When it comes to the sporting goods/apparel industry there is a relatively young company that has emerged as ...
Independent Review of the Fidelity Contrafund (FCNTX)
... oriented analysis when selecting positions. William Danoff is known as one of the hardest working managers in the industry, often meeting with up to 20 different companies a week as he looks for new investment ...
Top 3 Diversification Mistakes
... this is not only comical “advice” but it’s flat out wrong! Even if each stock position is in a different industry and market cap, the risk associated with a portfolio like this is huge. The brightest minds ...
What is the difference between Fee-Only and Fee-Based advisors?
... Advisor: Good…I keep plugging away but sometimes it’s frustrating to see how undereducated the general public is about this industry.
Fee-Based Advisor: What do you mean?
Fee-Only Advisor: Well…take ...
Top Tax Tips for 2014
... net or the Yellow Pages first. We deal with some of the best CPA’s and tax professionals in the industry on a regular basis and not one of them came via an internet search. Word of mouth and the nurtu ...
High Frequency Trading : Is the Stock Market "Rigged" ?
... we turn to alliances such as TD Ameritrade Institutional. We are proud to use the industry leading and lowest cost ETF’s from Vanguard who demonstrate a transparent track record for managing underlying ...
March Madness: Final Four Investing Bracket 2014
... of 2.87%. Not only is this ETF diversified by country and region it also offers industry diversification to its shareholders. When you consider all the rapidly changing global headlines, a broader approac ...