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Here comes the stock market correction…What should you do?

... the stock market is on borrowed time. We’ve gone without a real correction for far too long and anyone who is within earshot of an expert will have heard solid rationale for why it’s coming. This impending ...

Our Clients

... wealth and save for the future Retirees Trusts and Estates Foundations Professionals that are time strapped or handcuffed by Independence issues We strive to truly change the way relationships ...

Financial Planning & Wealth Management

... strategy for all financial goals. The plan is monitored and updated as circumstances change and becomes a living breathing financial plan instead of a one-time exercise. Wealth Management We provide ...

Important Disclaimer

... time at our sole discretion. My Portfolio Guide, LLC ("MPG") is a Registered Investment Advisory practice located in Seal Beach, California. MPG and its representatives are in compliance with the curren ...

Our Fees

... s for investment guidance….not for a plush office in a high rise building, fancy desks, or a $100 steak dinner. We take the time to educate you on the various fees your portfolio currently has (both t ...

Investment Management

... “buy and hold/forget”. Your allocation must adjust over time according to your goals, the overall investment environment, and dynamic financial markets. Our unique tactical approach to Asset Allocation ...

Company Retirement Plans

My Portfolio Guide provides a full suite of corporate retirement plan services to help businesses retain and attract the best employees. At the same time, we help our plan sponsors maintain their administrative ...

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

... required them to change several times during two-a-day practices. When he couldn’t find a product that fit his needs he set out to create one. The first shirt was named #0037, after the jersey he wore ...

MPG Core Tactical 60/40: June 2014 Performance Update

... is trying to time the top of this bull market or than the poor guy/gal who has been stubbornly sitting in cash. While the main point of this series of articles is to actually show you that investing ...

Independent Review of the Fidelity Contrafund (FCNTX)

... take the time to research and make an informed decision! Another factor to consider when looking at FCNTX is that William Danoff has been managing the fund nearly 24 years! The fund is often compared ...