Investment Management
... not “independent purchase decisions made over time”. In other words, most individual investors think of investing as a purchase decision and consequently purchase investments at different times, under ...
Our Process
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Communication- We view each and every client as an individual and therefore you are treated like one. Some investors simply want the bottom line and others take a keen interest in following the markets. ...
Under Armour (UA) : Buy, Sell, or Hold?
... force and have caught investors attention. UA is up over 34% YTD and has left many of its competitors in the dust: Nike (NKE, YTD =-1.87%), Lululemon Athletica Inc. (LULU, YTD = -33%), Adidas (ADDYY, YTD ...
MPG Core Tactical 60/40: June 2014 Performance Update
... an earthquake or a hurricane? Sure…you can but should you?
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections ...
Independent Review of the Fidelity Contrafund (FCNTX)
... funds and can have a profound impact on investors. Morningstar calculates the PCGE at 45.42%. This is an estimate of the percent of a fund’s assets that represent gains that have not yet been distributed. ...
Top 3 Diversification Mistakes
Whether you handle your portfolio or hire a professional to manage it, there is no way you have not heard of the importance of diversifying your investments. The reality is, however, most investors ...
MPG Core Tactical 60/40: May 2014 Performance Update
... years.
It’s not so much the market or serious investors that love catchy phrases but it’s those that feed you the news who are the perpetrators. If this article were being written in November we would ...
MPG Core Tactical 60/40: April 2014 Performance Update
... “experts” and journalists do their best to paint the summer months as those that are primed to underperform. Does history always repeat itself in exactly the same way? Nope. It’s not hard to find investors ...
What’s the Asset Allocation of your Investing Freeway?
... 1994 to 2013:
One of the better examples of this is Emerging Markets in the early 2000’s.
The BRIC’s (Brazil, Russia, India, and China) were all the rage from 2003 until 2007. Hardly any investors ...
What is the difference between Fee-Only and Fee-Based advisors?
... get compensated to vector investors and Schwab account holders to meet with advisors who pay to be in their program. Advisor #2 (who we will call Fee-Only Advisor) is not part of any network and is not ...