Home
Search for:
Search Only:
Total: 41 results found.

Our Philosophy

... management, earnings, dividends etc). We typically favor companies that are leaders of their respective industries. We simply lean towards the adage of “buying what you know”… One must also consider ...

Meet the Firm

... et as well as one of the most eminent private wealth management firms in the nation. Early on in his financial career, he learned that most "advisors" are actually not trained to give unbiased investment adv ...

Why My Portfolio Guide?

... models designed around your specific risk tolerance and goals (no “buy & forget” or boilerplate solutions) Investment and risk management decisions driven by strategic and tactical asset allocation with ...

John Hussman says we are headed for a stock market crash!

... cash balances that arise due to the day-to-day management of the portfolio. When market conditions are unfavorable in the view of the investment manager, the fund may use options and index futures to reduce ...

There’s no YOU in UIT (Unit Investment Trust)

... when it comes to Unit Investment Trusts – honestly we are struggling to find any positives that truly stand out from other investments. If an investor wants to lock in their investment with no management ...

MPG Core Tactical 60/40: March 2015 Performance Update

... company in your long-term basement and wait patiently as they now have new management with an eye on what counts; improving fundamentals and operational efficiencies. It will likely take time but if a ...

March Madness: Final Four Investing Bracket 2015

... their management has allowed them to outperform their peers on both a three and five year basis. Small & Mid Cap 2013 was a year that anyone who was late to the equity party but still wanted to get ...

Robo-Advisors: How do you like your hair cut?

... provides portfolio management online with minimal human intervention. You might not be aware of these offerings but with several large firms introducing new strategies this year it is a safe bet that you ...

3 Main Criteria for Selling a Stock

... to monitor fundamental metrics ranging from earnings, valuation, cash flow, and debt, among others. Lumped into this category should be a keen awareness of key changes in management and their effectiveness. ...

The Black Thursday you likely never heard about…

... successful hedge fund Long Term Capital Management (LTCM) was driven into the ground as a result of the ripple effect caused by the Russian government’s debt default. The Russian government’s default represents ...

Experts and Amateurs are Wrong on REITs

...  at Buckingham Asset Management, sold REITs in 2013. Why did this action grab our attention? Mr. Swedroe makes some of the most convincing arguments for passive investing and the use of indexes. If you’r ...

Bill Gross leaves PIMCO…Should you sell your funds?

...  Bill Gross, the co-founder of Pacific Investment Management (PIMCO) in Newport Beach, quit and packed his bags to join Janus Capital this past Friday. Gross has long been known as the “King of Bonds” ...

Important Disclaimer

... ing services. Advice may only be rendered after delivery of Form ADV Part II, the execution of an investment management agreement and/or financial planning agreement by the client and the advisor. Our  ...

Our Fees

... t advisory fees by 25% or more: Fees for these services will be based on a percentage of Assets Under Management as follows: TOTAL ASSETS UNDER MANAGEMENT ANNUAL FEE $0 - $1,000,0 ...

Our Process

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? ...

Under Armour (UA) : Buy, Sell, or Hold?

... With 33% growth in revenue for the first quarter it is interesting that management only came in with full-year guidance of 1% to 2% over 2013’s numbers. During the release of the 1st quarter numbers ...

Independent Review of the Fidelity Contrafund (FCNTX)

... it to other funds or indexes using simple tools like Google finance by clicking here  Fees: The fund charges a management fee of 0.51% with “other expenses” amounting to 0.15% which total for an overall ...

Top 3 Diversification Mistakes

... ‘A risk management technique that mixes a wide variety of investments within a portfolio. The rationale behind this technique contends that a portfolio of different kinds of investments will, on average, ...