2014
Who Routinely Trounces the Stock Market?
Jul24
Who Routinely Trounces the Stock Market? Try 2 out of 2,862 Funds! Many investors and advisors use active management (stock picking) to try to beat the market. After fees, expenses, trading costs and taxes, active managers typically don’t beat their benchmark. Look at this NY Times article. Active vs. Passive investing: Who Routinely Trounces the Stock Market? Try 2 Out of 2,862 Funds! via NY Times “The study examined mutual fund performance in recent years. It found that very few
2014
33 Months without a 10% Correction in Stocks
Jul17
We have gone over 33 months without a 10% correction in the stock market. At some point we are bound to have a correction. It is normal and you should welcome it as part of your investing journey. Think of it as “stocks on sale” and a chance for you to rebalance toward your risk tolerance and target allocations. When it comes to investing, we need to focus on our long term goals: to maintain our lifestyle in retirement and
2014
Is Your Financial Strategy Working?
Apr10
Find Out Now if Your Financial Strategy is Working! Many investors I meet think they are doing OK. The truth is, they really don’t know how to analyze their portfolio or compare their actual results against a proper benchmark. They gauge their assessment on gut feel or if they gain/lose money over time. For most people, this lack of a data driven approach will require them to work for many years longer than anticipated and retire with less money than
2014
Why You Need a Fee Only Fiduciary Advisor!
Mar07
This should be the foundation of your investing relationship! Watch this shocking PBS video. You will see how big banks and Wall Street firms may ruin your retirement… Go to 16:30 to see the footage about why you need a fiduciary! If you invest with any of the big banks (Bank of America, JP Morgan, Wells Fargo) or big brokerage firms (like Merrill Lynch, Morgan Stanley, Fidelity, Edward Jones and American Funds), you may want to rethink your strategy. 85% of Investors Don’t Understand The Foundation
2014
Strategic Wealth Advisor Audiotech
Jan28
Strategic Wealth Advisor Audiotech: Will it work for you? Let’s start by saying that I am a huge fan of AudioTech and James O’Shaughnessy. I have been a subscriber for many years. I was actually an investor with James O’Shaughnessy when he was at Bear Stearns and believe in having a data driven approach to investing. However, for individual investors, I don’t think that buying individual stocks from a newsletter is the best way to invest for the long term.
2014
Did You Miss the Bull Market of 2013? If so, What do You do Now?
Jan27
Bull Market of 2013 and asset class review. Did you miss the bull market of 2013? If so, what do you do now? Look at our video recap below. The current bull market is now the sixth longest in S&P 500 history (of 26 total bull markets). As of year-end 2013, it’s run for 1,758 days, with the longest ending in 2000 at 4,494 days. It is the fourth strongest in history; up over 202% cumulatively as of year-end 2013. The
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