Our Process
... investment scenario for our clients. Whether you require a steady stream of income in retirement, growth of your assets to meet future expenses, or some blend thereof, we design the portfolio model accordingly. ...
Under Armour (UA) : Buy, Sell, or Hold?
... in the coming years. We like NKE and view it as a long-term investment but we are hesitant when comparing the athletic giant to UA on a one to one basis. Over the last 16 quarters Under Armour has posted ...
Independent Review of the Fidelity Contrafund (FCNTX)
... 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 ...
Top 3 Diversification Mistakes
Whether you handle your portfolio or hire a professional to manage it, there is no way you have not heard of the importance of diversifying your investments. The reality is, however, most investors ...
MPG Core Tactical 60/40: May 2014 Performance Update
... trendy as that old investment adage is, we must remind you that it doesn’t necessarily have a specific date in mind. Proponents of this theme merely imply that the summer months are the ones to avoid and ...
MPG Core Tactical 60/40: April 2014 Performance Update
Unless you’ve never picked up a financial magazine or read the business section of any newspaper, you have undoubtedly heard of the old investment adage “Sell in May and go away”. Many financial ...
What’s the Asset Allocation of your Investing Freeway?
... attached Callan Periodic Table of Investment Returns, a picture tells a thousand words… Emerging Markets roared back +79.02% while bonds stayed in the slow lane at +5.93%.
What’s the moral of the story? ...
What is the difference between Fee-Only and Fee-Based advisors?
... affiliated with any brokerage firm, mutual fund company, or insurance company. “Fee-Only Advisor” is a Registered Investment Advisor (RIA).
Fee-Based Advisor: So…how are things out there?
Fee-Only ...
Top Tax Tips for 2014
(1) Don’t take investment advice from a CPA and vice versa.
Notice how we practice what we preach. Our first “tax tip” will be to let you know that for specific tax advice you should NOT go to ...
MPG Core Tactical 60 /40: March 2014 Performance Update
March has turned in another month of stubborn market defiance as the investment world is waiting for a correction yet it never seems to come or fully develop! It’s without question that many of the ...