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March Madness: Final Four Investing Bracket 2016

... you’ll quickly know that we are typically not fans of very many mutual funds. Long story short, since most are expensive and drastically underperform their passively managed benchmarks, you better have ...

John Hussman says we are headed for a stock market crash!

... from emotionally scared and performance chasing investors poured into his funds. It’s hard to blame the average investor for not doing so but at least you can learn from this before the next shiny object ...

Investing in a New World: Cyber Crime and Terrorism

... our favorite comes with a ticker symbol that you won’t soon forget… HACK. The PureFunds ISE Cyber Security ETF (HACK) focuses on the most innovative companies in this space. By nature they are smaller ...

The 100th Letter to Dear Mr. Market

... ck here to read) Paying high fees for consistent underperformance essentially guarantees that you will not reach your investment goals. On a yearly basis approximately 75 - 80% of mutual funds can’t b ...

There’s no YOU in UIT (Unit Investment Trust)

... products and loaded mutual funds, but today we will look at a product that is making a come back after declining in popularity over the last few years….Unit Investment Trusts or UITs. The name itself ...

March Madness: Final Four Investing Bracket 2015

... The performance of emerging markets has caught plenty of attention with over $18 billion flowing into funds similar to VWO through the first two months of the year. Economists will often refer to a theory ...

The Black Thursday you likely never heard about…

... described the move by the SNB as unprecedented but also almost “irresponsible”. The fallout has been disastrous to several hedge funds and financial firms. The largest US retail currency firm, FXCM, ...

MPG Core Tactical 60/40: November 2014 Performance Update

... Traded Funds (ETFs) works.               With our standard and passively managed 60/40 Benchmark we made the monthly and automated adjustment to the allocation. On the first trading day of the month ...

Team My Portfolio Guide

... simply writing a check and walking away. Last year we decided to take our game to a new level – we created a team of individuals to raise funds and awareness for charities and compete in Ironman Arizona ...

"Don't let the tax tail wag the investment dog"

...  Sell higher cost basis shares – if you have multiple purchases in a stock and are looking to cut back on your exposure, sell the higher priced shares first. If you own mutual funds avoid buying ones ...

Our Fees

... that you're not aware of) When you add in transactions costs, operating expenses on mutual funds, loaded sales charges and other miscellaneous expenses, many investors are shocked at what the total expens ...

Investment Management

... among stocks, bonds, money market instruments, international securities, and alternative investments. If mutual funds are part of your existing portfolio, every holding will be analyzed and assessed for ...

Independent Review of the Fidelity Contrafund (FCNTX)

  We’ve certainly not held back with our opinion in the past when it comes to mutual funds. While they certainly can warrant a spot in many portfolios, they need to be reviewed and compared carefully ...

More than a Client …

... forward though I feel compelled to share what our firm is doing about it. Along with several other athletes I’m personally competing in an Ironman triathlon to raise funds and awareness to fight cancer. ...

Top 3 Diversification Mistakes

... on Wall Street are managing billions of dollars, yet over 80% of the actively managed mutual funds underperform their index or benchmark every year!  If they struggle to beat, or even match the market, ...

MPG Core Tactical 60/40: April 2014 Performance Update

... right now but that actually does not mean you need to shift your focus and abandon good growth names. We see this mistake with so many mutual funds and this emotional error coupled with excessive trading ...

Top Tax Tips for 2014

... rn and still own one! OK…Let’s fess up: Not all mutual funds are bad. (just most of them!) If you’ve read our opinions on most mutual funds you’ll know that we don’t mince our words on the topic. As ...