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The financial services industry has been notorious for overlooking women investors however the ‘tides of change’ are quickly approaching and everyone needs to be aware of it.
Women have become ...
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... number of investors are giving the good times a wide berth.
According to Bloomberg News, recent U.S. stock trading volume has fallen to its lowest level since at least 2008, suggesting there might be ...
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... not stock jockeys with the “hot tip” of the day…We are not market timers with crystal balls or portend the unknown events of tomorrow. We don’t sell investors, we guide them.
That being said, our Investment ...
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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 ...
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... extended its bull market run for one more year. Investors will exhibit a short-term memory lapse and forget that it actually was a very rough year with heightened volatility, the first correction, and ...
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... from emotionally scared and performance chasing investors poured into his funds. It’s hard to blame the average investor for not doing so but at least you can learn from this before the next shiny object ...
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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 ...
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... safe to invest the way we used to?
Without question, acts of terror
usually rattle not just our emotions but the stock market as well. The typical “knee-jerk” reaction is for investors to sell “risk ...
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... such as the European sovereign debt crisis, Greece’s exit from the Euro, or the “fiscal cliff”. For all those investors that ducked for cover and went to cash during the last correction you saw the Dow ...
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... what you did in June except this time your volatile temper began to show more of a resolve and rattled investors. You began the month with some semi-positive economic news along with dovish Fed commentary ...
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... Aside from collecting nice dividends through BND, LQD, and Conoco Philips (COP), the market environment did not warrant making any adjustments.
Why?
All too often investors (professionals and amateurs) ...
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... er when compared to the market? Identifying what your benchmark should be is something investors often struggle with. Make sure you are truly comparing apples to apples!
Sorry Mutual Fund: You’re Fired! (cl ...
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... he year offers the financial media something to tease investors with. Here come all the headlines that tend to repeat themselves much like in the movie Groundhog Day. It begins with reminders of the suppo ...
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... that 99% of even novice investors will inherently know; diversify your portfolio.
Is this “advice” from a guy selling books or is it commonplace in most portfolios? Since most advisors preach proper ...
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... maturity – changes made when there are changes in S&P 500. No sales charge, yearly expense ratio = .07%
Often the argument is made that a Unit Investment Trust allows investors to gain exposure to strategies ...
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... ~$14k worth
The month of March frustrated many investors. After a record setting February the markets turned in a volatile and negative month. In one sense it was tempting to sit tight and not make any ...
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... Fixed Income or Bonds.
Most investors spend a minimal amount of time with this portion of their asset allocation. It is often the textbook definition of a ‘buy and hold’ approach and why shouldn’t it ...
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... That is exactly what happens as COP knocks IVV out in dramatic fashion. We expect a name like COP to reward patient investors in the coming months and possibly years, IVV is a quality investment but only ...
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... many times before. There is a growing sense of frustration among investors; amongst both novice ones and expert financial advisors. The cause of this angst is simply that most people believe their portfolios ...
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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 ...