Meet the Firm
... et as well as one of the most eminent private wealth management firms in the nation. Early on in his financial career, he learned that most "advisors" are actually not trained to give unbiased investment adv ...
Why My Portfolio Guide?
... your current advisor to actually put this in writing…We will!)
No hidden commissions or fees (simple & transparent fee-only compensation)
100% independence from any Wall Street firm, bank, insurance, ...
March Madness: Final Four Investing Bracket 2016
... extended its bull market run for one more year. Investors will exhibit a short-term memory lapse and forget that it actually was a very rough year with heightened volatility, the first correction, and ...
John Hussman says we are headed for a stock market crash!
... buffoons by irrational and unpredictable markets. When you add in a 24/7 media cycle and the fact that human beings are emotionally driven creatures…your IQ (or stubbornness) can actually work against ...
Mindy Baldwin explains the Differences between a Will and a Trust
... when you’re gone? Do you actually need a living trust or would a will suffice? We reached out to Mindy Baldwin, an estate planner in Rancho Santa Margarita for expertise on this topic:
The terms “will” ...
Q3 2015 Stock Market: Déjà vu of 2011 not 2008!
... Current emotions also negate memories of what happened in Q4 of 2011 as well…the stock market actually rallied over +12%.
We don’t expect quite that strong of a finish but firmly believe that we’ll see ...
Are we climbing the “Wall of Worry” ?
... pessimistic levels of recent history, yet the underlying economics and pure fundamentals of the stock market actually counter such negative and extreme doom & gloom sentiment.
If you’ve read anythin ...
MPG Core Tactical 60/40: August 2015 Performance Update
... it doesn’t mean we are entering a recession. Economic growth, albeit slow is still positive. We’re actually seeing fairly solid fundamentals; none of which smell of an impending recession.
It’s without ...
MPG Core Tactical 60/40: July 2015 Performance Update
... designed and intelligently constructed portfolio you are actually DOWN more than the overall stock market! What does that mean? Most people look at the Dow Jones as their benchmark. That’s what the media ...
MPG Core Tactical 60/40: June 2015 Performance Update
... watch closely is actually China. Again, perhaps it’s no surprise that a slow-down was overdue; the real issue could be a financial contagion. Commodities are also feeling China’s pain and in our opinion ...
What stock market volatility?!?
...
We’re actually in an extremely low level of volatility. It’s been eight weeks since we’ve seen a move of at least 1% or more in the S&P 500 and that hasn’t happened in 21 years! We also just wrapped ...
MPG Core Tactical 60/40: April 2015 Performance Update
... re enjoying with their allocation towards International equities. In some of our recent writings we actually spoke of the “changing of the guard” from domestic leadership to international. That being sa ...
Is Jim Cramer's Diversification Advice Insane?
... but by virtue of his massive media platform he commands a lot of attention, which gets construed as diligent financial advice or valid recommendations.
It’s actually because of Jim Cramer’s success that ...
March Madness: Final Four Investing Bracket 2015
... each “region” of our bracket, let’s please revisit something everyone claims they know but so very few actually follow with consistent discipline. (Asset Allocation)
If you have ever looked at a chart ...
MPG Core Tactical 60/40: February 2015 Performance Update
... hit a record” and they subconsciously assume the “we” actually means Joe and Jane. It doesn’t. The media just needs your eyeballs on the tube for a few more minutes, or at least until the next commercial ...
MPG Core Tactical 60/40: January 2015 Performance Update
... always something that you can find to trim, adjust, or add to. That being said, however…sometimes, “doing nothing is actually doing something.”
Let that thought marinate for a bit because if there is ...
The Black Thursday you likely never heard about…
... your other “mainstream” investments? We believe it’s actually the perfect opportunity to learn why currency exposure should make up part of your overall asset allocation. Most people, including experienced ...
MPG Core Tactical 60/40: December 2014 Performance Update
... average investor. To practice what we preach we actually sold some of our Direxion Indexed Managed Futures Strategy (DXMIX) holding. Most financial advisors had been pounding the table on buying managed ...
MPG Core Tactical 60/40: November 2014 Performance Update
... until the wheels actually touched the runway.
After October brought triple-digit moves for the Dow Jones in 16 of the 23 trading sessions, we only experienced one such day in the entire month of November. ...
MPG Core Tactical 60/40: October 2014 Performance Update
... that came from September. Two of the three above listed crashes were delayed reactions from catalysts that kicked off in September; which historically actually brings more down markets than does October. ...