News & UPDates
Reacting to Volatility Can Hurt Performance
It is normal to worry about your retirement and financial markets. The key is to have a plan to handle market volatility in advance. You don't want to get emotional and and change your plan in the middle of a short-term crisis. Here are some key thoughts: Reacting...
Key Actions to Survive the Next Bear Market
Are you ready for the next stock market correction? We have been 721+ days without a 10% correction in stocks. This is the 4th longest period since 1929. Pullbacks are a healthy part of markets dynamics. Every trade has a buyer (who thinks that markets are going...
Just Say No To Active Management
I believe your lifestyle in retirement depends on it. Many investors don't fully understand the power of compound interest and the devastating effect fees can have on your portfolio over time. I recently reviewed a portfolio for a potential client. The fees they...
Evidence the Fund Management Industry Would Prefer You Not to See
Wall Street needs your money! They want to keep your money in motion, they want you to trade, they want you to use their layers and layers of services. Wall Street wants you to have as many middlemen in the process as humanly possible. Each of these middlemen takes...
Who Routinely Trounces the Stock Market?
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...
33 Months without a 10% Correction in Stocks
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...
Is Your Financial Strategy Working?
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...
Why You Need a Fee Only Fiduciary Advisor!
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...
Strategic Wealth Advisor Audiotech
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...
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