... is especially true over the past decade. My Portfolio Guide serves the following types of clients nationwide: High Net Worth Individuals Company Retirement Plans Business owners working to create ...

... companies to be both creative and resourceful. When looking at consumer discretionary companies returns have been all over the board, separating the contenders from the pretenders. For a company to be ...

... to keep”. We often see FCNTX in company retirement plans as Fidelity has a massive presence and influence in this space. If you own this fund in your 401(k) or 403(b) that does not mean that it needs ...

... bias. Improper Diversification  Individuals will often have a concentrated position with their employers stock or in a company that has been posting impressive results (think Apple, Google, Tesla, ...

... affiliated with any brokerage firm, mutual fund company, or insurance company. “Fee-Only Advisor” is a Registered Investment Advisor (RIA). Fee-Based Advisor: So…how are things out there? Fee-Only ...

...  hear people say, “my plan is awful” or “the company doesn’t even match”. Folks…those are not good enough reasons to not take advantage of reducing your tax burden and setting yourself up for tax-deferre ...

... animated movies and amusement parks is fooling themselves! The company operates in five key business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive ...

...  to “lead by example” we actually averaged down on Clean Energy Fuels (CLNE) due to our opinion that the company still has long-term promise in being a transformative and leading company in their industr ...

...  but when looking out 12 to 18 months we believe it will outperform the United States. Aside from owning the broad index that we currently use for this area (VEU), you can expect to see an individual compan ...

... over the last several years: Windhaven Investments. In 2010 Charles Schwab & Company (SCHW) purchased a small investment advisory firm in Boston named Winward Investments.  The firm’s strategies had ...

... savings that operators will benefit from by converting from gasoline and diesel to natural gas along with movements towards clean air regulations bode extremely well for companies like CLNE. Company ...

... 2.4 mile swim, a 112 mile bike ride, and a 26.2 marathon run all in succession on the same day. By the way, here's a peek at our initial jersey design. For a very small investment your company could hav ...

... etc. Let’s also be realistic about “expertise” as it’s perceived on television. If we asked you to read up on a company and memorize three to four solid facts and then report them with conviction…you ...

... $8,000 in fees go?  Those funds go directly to the either the advisor or his/her company.  How does this possibly make sense!?  Separating advisors by the fees they charge is a valid point to take into ...

... there are still several with considerable value. Here’s a brief list of some companies that are worth a look: Hyflux Ltd. (HYF)- This is an investment holding company based in Singapore that provides ...

... from 13% to 22% and your friendly neighborhood bank is 'generously' giving you 0.01% to hold your money….there is a serious disconnect. (4) Buy the company not the coffee- This has been written abou ...

...  Weyerhaeuser Company (WY)                                             0.78% Vornado Realty Trust (VNO)                                                 0.78% AvalonBay Communities, Inc. (AVB)                                   ...

... some who cover the stock and see the potential to surpass $100 or even $200 per share due to the massive growth story that it presents. The other side to this story is that the company still doesn’t make ...

... solutely do not.As always, consider their vantage point. For example: If you're listening to an "advisor" that happens to work for or is compensated by an insurance company... Simply ask them how much t ...

... media coverage can really amplify an earnings miss or a hit and it’s not inconceivable to see a company drop or rise by 20% during this time. Today will bring us Alcoa Inc.’s results and officially kick ...