... last months article where we talked about VNQ (Vanguard REIT ETF) still warranting a viable place in your portfolio? That portion of our “alternative” asset class is now up +23.03% YTD and positions that ...

  On countless past occasions the stock market fools not only the average emotionally driven investor but also the seasoned professional. It's happening again in an asset class that has fooled everyone ...

... to compare our portfolio against the benchmark. It’s finally happening. Yes…it appears the stock market is correcting. As a matter of fact for the second time this year alone the Small Cap asset class ...

... had over $70 billion in assets liquidated and withdrawn. Over the past 72 hours (only 1 trading day including the weekend) the firm has already seen $10 billion bolt for the door! Investors were already ...

... typically invest in them to hedge your portfolio against either (and/or both) stock and bonds going down together. Think of an asset class that you would feel comfortable investing in right now with the ...

... in the proper asset allocation. If you’re truly anxious go ahead and stay on the lower recommended bandwidths of what you should own in areas that are the most volatile. Every correction will be different ...

... t advisory fees by 25% or more: Fees for these services will be based on a percentage of Assets Under Management as follows: TOTAL ASSETS UNDER MANAGEMENT ANNUAL FEE $0 - $1,000,0 ...

...  Asset Allocation is the dominant factor in determining total portfolio return. Studies prove that over 90% of a portfolio’s variability of return is the result of asset allocation decisions. Asset ...

... investment scenario for our clients. Whether you require a steady stream of income in retirement, growth of your assets to meet future expenses, or some blend thereof, we design the portfolio model accordingly. ...

... (FCNTX) is one of the largest actively managed equity mutual funds there is with assets just under $110 billion!     Fund Information: The Fidelity Contrafund (FCNTX) is managed by William ...

...  different asset classes, industries and geographic locations. Over Diversification Another side to diversification is the extreme of having too much of it. Warren Buffett is known for saying “ Diversificatio ...

... everyone has been wrong about several asset classes. Take Bonds and REIT’s as a quick example. As referenced above REIT’s have done extremely well this year and are once again far outpacing the stock market. ...

... worth it to hide assets or income from the IRS or take any deductions you’re not entitled to. Even though the chances of an audit are only around 1%, there's no long-term upside in taking the risk. Kee ...

... of itself, and flat out frothy! Small Cap (VB) is the asset class that typically breaks down first during overbought conditions but is also the one that leads the rally from the bottom after a bear market ...

... asset allocation parallels. After all, there are many folks who have simply thrown their hands in the air at one time or simply succumb to the notion that investing is like educated gambling. There could ...

... major change which I want to make you aware of. Many people have created AB Trusts over the past two decades. AB Trusts are designed to protect more of a married couple’s assets from being taxed by the ...

...  those of gold. Buy gold when nobody wants it…(psstt…that is now) From an overall asset allocation standpoint we believe you should be nimble right now. We are selectively buying on overall market dip ...

... 2013). Some other famous investors like Warren Buffet will continue to avoid owning it. His basic premise on not owning gold it that it’s a “nonproductive asset and doesn’t produce anything of value”. ...

... been somewhat awake that one should never completely abandon as asset class. As you’ll see from our current “Core MPG Tactical Portfolio” we are still underweight equities and aside from that slightly ...

... year!  If you crunch the numbers the assets under management doubled each year over this short time frame.  While the market has done very well for investors this kind of growth is remarkable! If we ...