Posted in our blog
... and news events (4) exposed to near-term pressures from competition and market expansion (5) for those investors who patiently waited for a turn around they would be rewarded with a healthy dividend yield ...
Posted in our blog
... points. Emerging markets are doing even better with a +1.60% YTD start. Lastly, those old stodgy bonds which some investors wonder why they’re worth keeping, are proving their position in a portfolio. ...
Posted in our blog
... it or not, investors can potentially enhance their overall portfolio returns while actually reducing risk. This topic deserves an entirely separate article but for now take note on the key benefits to ...
Posted in our blog
... in, we’ll revert back to what the magic of supply and demand dictates. The focus for investors will at that time switch to what the Fed does in 2015.
The bets in place right now are that the Fed will ...
Posted in our blog
... simply oversold, it will allow us to sell and move on.
This ‘invisible handcuff’ is what hampers most investors and that’s what the MPG Core Tactical Portfolio exercise is all about. Overall we have ...
Posted in our blog
... owning a stodgy index fund.
For those that have been following this series of articles, you’ll gradually understand that part of the point of this exercise is to educate investors on why picking stocks ...
Posted in our blog
... sounding comments calling for investors to reduce exposure to REITs. These words of caution came after it was first announced the Fed would slow down its bond-buying program (Quantitative Easing). Conventiona ...
Posted in our blog
... and emotional investors probably looked at 2013’s performance of +41% in Small Caps and wanted to park more money there. What goes up the strongest is typically what comes down first…and Small Caps did ...
Posted in our blog
... had over $70 billion in assets liquidated and withdrawn. Over the past 72 hours (only 1 trading day including the weekend) the firm has already seen $10 billion bolt for the door!
Investors were already ...
Posted in our blog
... “writing on the wall” in the bond markets being one that could really sting investors accustomed to boring and steady returns; or a stock market that is setting records even though for the most part it’s ...
Posted in our blog
... economies will continue to require energy for infrastructure as well as to support improving economies. Lastly, while investors need to be selective in this sector, there are some decent valuations in ...
Posted in our blog
... – these are called “qualified dividends”. If the dividend is received from a foreign company or are classified as “non-qualified” they are taxed at the investors regular tax rate.
Interest: Interest ...
Posted in our blog
... the course”. Investors use these as mini-buying opportunities during longer bull market stretches.
Correction- Much like a pullback, a market correction is also short-term but just a bit more significant. ...
Posted in resources
News Services
The Wall Street Journal
Investor's Business Daily
Barron's Online
Bloomberg
Forbes.com
Fortune.com
W ...
Posted in about
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 ...
Posted in about
... that you're not aware of) When you add in transactions costs, operating expenses on mutual funds, loaded sales charges and other miscellaneous expenses, many investors are shocked at what the total expens ...
Posted in services
... not “independent purchase decisions made over time”. In other words, most individual investors think of investing as a purchase decision and consequently purchase investments at different times, under ...
Posted in about
...
Communication- We view each and every client as an individual and therefore you are treated like one. Some investors simply want the bottom line and others take a keen interest in following the markets. ...
Posted in our blog
... force and have caught investors attention. UA is up over 34% YTD and has left many of its competitors in the dust: Nike (NKE, YTD =-1.87%), Lululemon Athletica Inc. (LULU, YTD = -33%), Adidas (ADDYY, YTD ...
Posted in our blog
... an earthquake or a hurricane? Sure…you can but should you?
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections ...