... 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 ...

... is not only underway but it’s brewing in a seductive yet deceptive way. In our opinion this market is taking the last few suckers’ money and setting up for a possibly violent pullback. It will be one that ...

... - Along with Corporate accounts we can establish and help manage Business Retirement plans (SEP and Simple IRA’s, 401k, and "Money Purchase" Pension Plans Financial Workshops for Employees - We come directl ...

... 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 ...

... Allocation is the deceptively simple yet critically important process of allocating your money among (and within) asset classes, such as stocks, bonds, and cash. However, this theory doesn’t mean you simply ...

...  Implementation- Based on the structured model that optimally suits your investment goal, we begin putting your money to work. Unlike many boilerplate solutions, we don’t dump your entire portfolio into ...

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 ...

... an earthquake or a hurricane? Sure…you can but should you? “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections ...

... whether they have held the fund for 3 months or 45 years. Take caution and don’t ignore the imbedded tax liabilities associated with a fund like this. “It’s not how much money you make but how you get ...

... and spread her ashes out at sea. Now everyone was gathered together to celebrate her life. As I walked in I was immediately introduced to friends and other family members as “the money guy” or “here’s ...

... Jim Cramer’s television show ‘Mad Money’. One of his more popular segments is, “Am I Diversified?”.  Investors will call in with their equity holdings and Cramer provides them with a “boo-yah!!!”, some ...

... most but are poised to bounce back first. What is tying up most investors right now is uncertainty. Do you trust the market? The answer is probably not and you’re not alone. Most intelligent money managers ...

... of your performance is determined by how you allocate your money… you will sleep much better at night and improve the odds of getting to your destination on time. If you need help in creating an intelligently ...

...  The SEP-IRA is a fantastic way to sock away a bunch of money towards retirement. Contributions cannot exceed the lesser of: (1)  25% of compensation, or (2)  $51,000 for 2013 and $52,000 for 2014 ...

... in +2.49% for the quarter. Where are we going from here? The MPG Core Tactical Portfolio took money off the table in both Small Cap and passively managed Bonds for one simple reason; each is showing ...

... of the money the Fed has printed via quantitative easing we simply don’t fully trust this market. The correction that really has yet to fully develop WILL come and we’re confident it’s going to happen ...

... so could mean saving a significant amount of time, effort, money and sleepless nights.   If you think you have an AB Trust, it is highly advisable that you speak with your estate attorney about whether ...

...  and weighting towards International and Emerging Markets. This portfolio decision may underperform in the short-term while most of the “smart” money is doing the opposite. (Remember folks…Most of the “experts ...

... argument to consider adding gold as a hedge due to future pressure on the dollar.   Some very big players are moving money back into gold after it has been crushed the past couple of years (-28% in ...

... their employees are incentivized with higher payouts to encourage clients and prospects to move their money into investment options that Schwab owns! This is like going into a Fidelity Investments office ...