... economic activity in a constant state of change, we look for opportunities in diverse asset classes. We believe that while broad diversification is crucial, there are also times when it’s prudent to “tap ...

... We are not driven by sales quotas or commission goals; we are focused on taking pride in our fiduciary responsibility. We actively look to lower expenses and investment fees, and listen to what is important ...

... what lies ahead. Six years ago we became the first Registered Investment Advisor to use the NCAA basketball tournament as a way to show our readers a forward-looking view on the stock market. We break ...

... at face value but when it comes to a dynamic investing environment there is zero predictive power in looking at what has happened as a measure of what will happen. Secondly, the article then alludes ...

... How can you apply this mindset to investing without succumbing to Point #3 above? Since you don’t have a crystal ball and nobody else does either…simply take a look at one area of the world that we know ...

...  “Experts” looked really smart making that prediction because it seemed obvious. Where are they now? Yep...silent….or pounding their fists now for an October rate hike. (they will eventually get it righ ...

... designed and intelligently constructed portfolio you are actually DOWN more than the overall stock market! What does that mean? Most people look at the Dow Jones as their benchmark. That’s what the media ...

... inches higher it all comes without a healthy and much needed correction. As of this writing we haven’t had a correction (-10%) for 1,359 days! You can look to our previous articles on how often corrections ...

... ty of topics and events that our clients and readers have been confronted with. Over 15,000 individuals have visited the website and our top rated articles have been viewed over 12,500 times! As we l ...

Have you ever bought a product or service and afterwards felt like you had been taken to the cleaners? Consumers look for superior products and they also want a great deal. Imagine buying a top of the ...

... manage has at least 5% exposure to that asset class) One area that continues to make the “smart money” look dumb…is International equities. Right now the International (VEU) and Emerging Markets (VWO) ...

... with a change in interest rates. The calculation itself is semi-complicated but this indicator is considered standard data when looking at bond bond funds and ETFs. It is expressed in years; the higher ...

... each “region” of our bracket, let’s please revisit something everyone claims they know but so very few actually follow with consistent discipline. (Asset Allocation) If you have ever looked at a chart ...

... suggesting is to look in areas that are not being overly hyped. Your first order of business is to of course make sure you have proper diversification. We won’t rehash this topic here but diversifying ...

... even dating. As investors continue to evolve, Robo-Advisors will need to adapt as well, this could ultimately be the factor that will dictate their longevity. Let’s take a look at one of the largest ...

... Of course the stock could continue to march higher but knowing that we achieved our profit goal at almost five times the return of the S&P 500 during that same stretch allows us to not look back. Remember…Mr. ...

... are still at historic lows and inflation is certainly coming,…right? If the idea is for the Fed to tame inflation concerns, we believe one should take a closer look at actual economic realities. The ...

... still remains to be in REITs at +23.92% YTD! Where are we going from here? In this section last month we touched on looking at some investments that have been beaten up and could potentially bounce. ...

... found himself faced with questions regarding his own health and future. Sitting in a cancer center and fighting back tears as he looked into the eyes of his family he realized he wanted to make a difference. ...

... Our take on this is that there is never such a time and no matter what economic period it is that you’re looking at there will always be something to fret and worry about. We just exited an almost unprecedented ...