Posted in our blog
... products and loaded mutual funds, but today we will look at a product that is making a come back after declining in popularity over the last few years….Unit Investment Trusts or UITs.
The name itself ...
Posted in our blog
Making money in the stock market is great but so many forget that eventually they have to reconcile with Uncle Sam come tax time. Look for example at some investments that we have recently discussed: Under ...
Posted in services
Investment Management is My Portfolio Guide’s core business. We believe that Investment Management boils down to the understanding, management, and mitigation of risk.
HOW WE MANAGE INVESTMENT RISK: ...
Posted in our blog
... that goes against the market trends. He or she is likely to buy when an investment is performing poorly and sell when it’s doing well. There are many variations to this approach. Some investors might simply ...
Posted in our blog
Through the end of last week the S&P 500 had posted a return that was up just over 19% for the year! We’ve seen investors pull money out of fixed income investments at a record pace as they are chasing ...
Posted in our blog
... We can apply the law of supply and demand to investments to find the next lucrative opportunity. In general if there is low supply but high demand the price will rise. Conversely, heavy supply with weaker ...
Posted in our blog
... was indeed a vacation setting in "America's Finest City", it was what was shared inside the hallways that helps shape not only My Portfolio Guide as a leading fee-only Registered Investment Advisory fir ...
Posted in our blog
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 ...
Posted in about
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 ...
Posted in about
My Portfolio Guide, LLC is a Registered Investment Advisory firm serving investors nationwide and currently registered in the state of California. The firm has grown organically by serving high net worth ...
Posted in about
... or investment company (zero conflict of interest!)
Single point of contact with responsive, seamless, one-stop service all supported by our world class Institutional Service Team
Personalized portfolio ...
Posted in our blog
Are you ready for some surprises and wild finishes? That’s what March Madness brings each and every year! It’s also an opportunity to take a high level view of the current investment environment with ...
Posted in our blog
... bear market. Some other investment managers, like Ken Fisher of Fisher Investments, also were able to sidestep some of the carnage. Unlike Fisher however, Hussman even hedged his way to some impressive ...
Posted in our blog
The stock market has been rather nasty as of late so let us switch gears and touch on a topic that most investors avoid yet need to pay more attention to. After all, what exactly happens to your investments ...
Posted in our blog
... has you upset and the same goes for the “experts” that are trying to influence your investment decisions.
What you need to do right now…in other words… immediately…is to tune out ALL of the media. You’l ...
Posted in our blog
... that are close to or in the retirement phase will naturally get spooked or feel more emotional than others. Times like this allow fear to creep in and make you second-guess your investment strategy. Making ...
Posted in our blog
... All World Index) @ $47.09 ~$14k
7/27/15: Bought 200 shares of VWO (Vanguard Emerging Markets Index) @ $84 ~$7k
7/27/15: Sold 84 shares of LQD (Investment Grade Corporate Bond) @ $115.83 ...
Posted in our blog
... 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 ...
Posted in our blog
Have you checked out and signed up for our free investment blog called "Dear Mr. Market"? If not, sign up now and receive a notice each time we publish a new article. We've just written our 100th "lette ...
Posted in our blog
... ng our exposure to Managed Futures is not easy. Over the past rolling 12 month period this investment has returned just over +16% versus the S&P 500 at around +12%. Oddly enough this position is not suppo ...