... model is the use of technology over human interaction. They embrace automation in an effort to streamline their offering and make it scalable to the masses. The process is initiated by the prospective ...

... times when it simply makes sense to sell a stock. The following are a few situations where this may come into play: Taxes: There are times when your portfolio is begging to be treated better by Uncle ...

... adjustments did we make? The following moves were made during the month of January:   Nothing! Nada! Zippo… The “fun” thing about trading a diversified portfolio of this size is that there is ...

... their moves and make incremental changes. These adjustments are typically well thought out and often take weeks, if not months to materialize. Several very savvy currency traders we interact with have ...

...  What adjustments did we make? The following moves were made during the month of December: 12/31/14:     Sold 373 shares of Direxion Indexed Managed Futures Strategy (DXMIX) @ $42.95 (~$16k worth). ...

... was an airplane flight you undoubtedly survived a violent voyage. It would make the month of November seem like the smoothest flight ever, although anyone in their right mind didn’t trust in a safe landing ...

... 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. ...

... it’s in November or March. Unfortunately, we are all inclined to pay attention to the calendar because those that run our 24 hour media/news cycle get paid to make such an imprint on your brain.   October ...

...  estate aside from what’s happening on your residential street. Commercial real estate, for example, makes up about 13% of the U.S. economy. In 2013 almost every expert pounded the table and made intelligen ...

... the final signs of the rally peaking out. What adjustments did we make? The following moves were made during the month of September: 9/2/14:          Added to our position of DXMIX (Direxion Indexed ...

... insist on owning a mutual fund at least make sure they are beating their peers on a consistent basis. (5) Management- This is what we are highlighting in this article. If a manager or team of advisors ...

... documented as they’ve perhaps ever been. What adjustments did we make? The moves we made were as follows: 8/18/14:       Sold entire position of LSOFX (LS Opportunity Fund) @ $118.20 (~$50k total) ...

... make investing here potentially more volatile than normal. Ironically enough, if some of these geopolitical concerns escalate you will undoubtedly see higher oil prices. A conversation around energy ...

... impressive and would certainly make any investor happy but what happens when they are sold? How will they impact your tax return and how much of the gain will you have to pay? “Nothing is certain except ...

... against the benchmark. What adjustments did we make? One thing we try to avoid when it comes to managing money is to “pat yourself on the back without breaking your arm”. We did very little this month ...

... with large gains consider taking some light profits. Why not pare down a position or trim one that you have too much exposure to? Aside from some gradual adjustments it’s also a time to make sure you’re ...

... n being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of informati ...

... benchmark What adjustments did we make? As usual we enjoyed several dividends hitting the portfolio. Although we believe it’s futile to think one can prepare for a correction, we continued to whittle ...

... Services and Utilities which make up almost 6% of the S&P 500. Top 10 Holdings Berkshire Hathaway Inc. Class A   4.54% Google Inc. Class A   3.48% Google Inc. Class C   3.48% Wells Fargo & Co   ...

... yield higher returns and pose a lower risk than any individual investment found within the portfolio.’ At first glance this makes sense and doesn’t appear to be complex, right? We find that investors ...