... is: “A goal without a plan is just a wish” – Antoine de-Saint Exupery One major thing to remember when writing down goals is to make them concrete and specific. “Saving money” is not good enough. “Saving ...

... and how that relates to investment management and financial advice services in the areas of Seal Beach, Rossmoor, Los Alamitos, Long Beach, Los Angeles, and Orange County: Money and income are very personal ...

... make your money work for you and not pay useless fees or loaded investment products to line someone else’s pockets. During our initial analysis of the average portfolio we will typically be able to identify ...

...  founder of My Portfolio Guide, LLC. Matt Pixa grew up in the San Francisco Bay Area and at a very young age learned from a World War II Veteran father who grew up in the Great Depression that money an ...

... It’s one thing to have the occasional bad year but losing that much money during a bull market is beyond dismal. This type of massive underperformance is actually hard to do yet here we are reading articles ...

... take here…. If you manage money smartly you will eventually see that you are wrong before it happens. Once that day comes you need to already have a procedure and strategy in place to hedge your bets. ...

... on Fast Money. We’ve traded in and out of Tesla twice now (each time for a profit) but once this fine and innovative company gets labeled a “mo-mo” or momentum stock…we force ourselves to take a break ...

... news source or preconceived notions that tell you otherwise. The irony is that some of the “smart money” could not have got the volatility prediction more wrong. In January of this year Scott Wren, senior ...

... re to read) How many firms sponsor a team of triathletes, each of them raising money for a charity or foundation important to them? We did and we will continue to make a difference in peoples lives. L ...

... ts Index) @ $43.85 ~$9k worth The challenging part about making this adjustment, albeit minor, is that it’s extremely difficult to sell something we love. Taking a bit of money off the table by trimm ...

... of CNBC’s Mad Money show. If you’re a novice investor you may have heard of him as well due to his popularity but we would caution you to stay away. Why? This article is not a hit piece on Jim Cramer. ...

You don’t have to be a professional money manager to be aware that the swift decline in oil prices has been one of the most impactful financial headlines in years. As a matter of fact if you didn’t ...

... of EVOL will see another reason to remain patient with holding this stock…it has a quarterly dividend of $0.11 which works out to be 5.18%. How does that compare to the money market or savings account ...

... apparently been able to digest the renewed concerns over Greek debt resolutions. International markets are up +5.88% and emerging markets are also up a healthy +4.29% on the year. Most money managers will ...

... products or even money markets where the firm (or related partner) make more money and create a possible conflict of interest. There is “no such thing as a free lunch”. Expect to pay for something whether ...

... how many put their time, money and actual bodies on the line? Our journey began the weekend of November 17, 2013 as Team My Portfolio Guide (Team MPG) gathered in Tempe, AZ. We volunteered at an aid ...

... market environments. Over the last several years the Fed has printed funny money to “kick the can down the road” and prop up a less than stellar economy, stocks could get blasted at any minute. On the ...

... pulling money from bond funds due to fears of increased interest rates. As the Federal Reserve scales back its stimulus of $85 billion in monthly bond purchases, there simply has to be an eventual end ...

... not uncommon knowledge that the real economy doesn’t reflect the best of times. The “smart” and ultra wealthy money is actually avoiding both stocks and bonds right now. We’ll write more in future articles ...

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 ...