...  of performance, how might that look like over time? We’re not asking you to entirely abandon the traditional mix of stocks and bonds but here’s something you need to know:   If on December 31 ...

... 82 shares of IVV @ $198.26 (S&P 500 Index) When stocks go down what do you do? Most people sell and go look for what is holding up better. As you’ll note from the above transactions we’re doing the exact ...

... reallocation is that it in essence was your standard “ho-hum” buy low and sell high type of adjustment. If you look back to last month you’ll see that each sale was at a higher price than the respective ...

... In general, the stock market is a forward-looking gauge of what investor expectations are of the economy and interest rates. There are certain economic sectors that typically outperform others depending ...

Making money in the stock market is great but so many forget that eventually they have to reconcile with Uncle Sam come tax time. Look for example at some investments that we have recently discussed: Under ...

... and look forward to building a solid long-term relationship. To see if we are a fit for you or could improve your current situation, click the “Let’s Get Acquainted” button to the right.  ...

... he opportunity to show you how we can do this and what you actually pay now. Take a look at the following chart and really give it some thought. It compares the three main ways of managing your money: S ...

My Portfolio Guide designs a personal wealth management strategy with five elements that revolve around YOU: Discovery – How can we guide you without knowing what you are looking to accomplish? ...

Throughout 2014 consumers have proven that they can be extremely fickle, looking for superior products at the best possible price. They have been very selective how they spend their hard earned money forcing ...

... like we once did. If we acted like we “used to” the aforementioned Dow Jones record would look something more like Dow Jones 20,000 (in our opinion). The markets traded in a fairly narrow range over ...

... 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 ...

  Driving over to the Long Beach Yacht club was pleasant and relaxing. On this first day of summer I looked out over the bridge leading into Naples and Belmont Shore and I could see tons of people ...

... typically appear to be in one of three different camps when it comes to diversification: Under Diversification Improper Diversification Over Diversification Let’s take a moment to look at each ...

... if there ever was a month of May to make this move…it was now. Or was it?   Now that the “sell in May” adage looks flat out stupid, you can perhaps resort to a “June Swoon” for the eye candy headline ...

... the markets but the likelihood of it doing so the next is rare and if you look at historical returns there is no discernible pattern. CLICK HERE to review how asset classes have performed each year from ...

... (888-474-8433). If you find yourself confused or have questions allow us to help you so you are informed and can be confident in any decisions you are looking to make.  ...

... or the portfolio strategy you or your financial advisor has put together. Look to Tip #2 on what your CPA should know about your investment situation: (2) If the introduction hasn’t been made yet…Make ...

... on the outside looking in at the security exchanges?  Here are some key facts and figures regarding High Frequency Trading: The SEC (U.S. Securities & Exchange Commission) authorized High Frequency ...

... very few actually follow with consistent discipline. (Asset Allocation) If you have ever looked at a chart of all the different asset classes and how they perform year to year…there is rarely a pattern ...

In order for My Portfolio Guide to add the most value to our client relationships, we constantly look for ways to help them outside of solely focusing on their investments. Helping clients to make informed ...