... your allocation with a hedge of Alternative investments as we’ve noted consistently over the past few months). First and foremost, we bring up Emerging Markets because they are typically very “under-owned” ...

... policy investors need to be prepared to make changes to this portion of their investment portfolio. When rates do change the behavior of bonds can be explained using something that everyone has seen ...

... each other our imaginations are swept up in wondering who will “win” between a relatively unknown investment or a popular stock that has the media in a frenzy. You may be asking what does a basketball ...

... mix of investments it allows us to share adjustments one can make to illustrate our thoughts. We trimmed a bit from two U.S. equity asset classes and added to ETFs in diversified international and emerging ...

... it really be that surprising? Robo-Advisors target market is a segment of the market that has long been underserved and some would say flat-out ignored. The typical investment advisory firm has targeted ...

... we think we’ll “use it or need itagain one day”? When it comes to your investments, however, these feelings (that’s really what they are) need to be scrapped. Rip off the Band-Aid and sell stuff that isn’t ...

... amongst increased volatility. Even if this only happens for us once this calendar year, let the following adage remind you of another investing truth: “An investment portfolio can be like a bar of soap; ...

... your other “mainstream” investments? We believe it’s actually the perfect opportunity to learn why currency exposure should make up part of your overall asset allocation. Most people, including experienced ...

... as we have noted before but with about 21% profit we rebalanced our exposure down to roughly 5% of the portfolio. 11/25/14:     Sold 300 shares of iShares Investment Grade Corporate Bond Index (LQD) ...

... can make you rich, poor, and crazy. The reality of what picking stocks does for the health of your investment portfolio is what we really want to show you. In the long-run, it’s not the stocks you pick ...

...  to real estate and for most individuals it’s their largest investment so it should suffice. Your home is actually considered a “consumption good” instead of a pure investment. Although it’s likely to appreciat ...

... Small Cap Index) 100 shares @ $111.35 (~$11k total) If you read last months update the nugget we put on the table was the “alternative investment story”. In short…this market environment is one that ...

...  Bill Gross, the co-founder of Pacific Investment Management (PIMCO) in Newport Beach, quit and packed his bags to join Janus Capital this past Friday. Gross has long been known as the “King of Bonds” ...

... to alternative investments. We’ll touch on this more later but let’s first address the sale of a market darling that we haven’t owned for all that long. The simple rationale behind this move was to take ...

... at +6.57% YTD. Lastly, although the investment world was quick to write off bonds…they obviously still hold a place in a portfolio. Hopefully July reminded people of that as the bond index is tracking ...

... individuals and families a comprehensive and personal approach to investment management coordinating estate planning, legal resources, tax planning expertise, charitable giving, insurance needs and college ...

... time at our sole discretion. My Portfolio Guide, LLC ("MPG") is a Registered Investment Advisory practice located in Seal Beach, California. MPG and its representatives are in compliance with the curren ...

My Portfolio Guide works in conjunction with your existing attorneys, accountants and other professional advisors. During the Discovery phase of our Investment Process, we carefully review who the key ...

... s for investment guidance….not for a plush office in a high rise building, fancy desks, or a $100 steak dinner. We take the time to educate you on the various fees your portfolio currently has (both t ...

... to help businesses meet their legal responsibilities under ERISA. Our retirement plan services include: Plan design review Investment options selection Plan compliance Full, integrated back-office ...