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Our Philosophy

... performance. See our Fees page for a clear example of just how important this topic can dramatically impact your life.  ...

March Madness: Final Four Investing Bracket 2016

... with a dividend of 3% take note of how the stock has performed versus the index; not just this year but going back as far as you can (since 1995 it’s up +721% vs the S&P 500 at +312%). Small and Mid ...

Investing in a New World: Cyber Crime and Terrorism

... us to analyze how the world is changing and what we need to do in order to survive. As an investor, your job (at least how we have defined it) is to design a plan and adjust it accordingly to outside ...

Q3 2015 Stock Market: Déjà vu of 2011 not 2008!

... nobody wants to see the market go through a nasty quarter like we just witnessed, like it or not, it will happen again. Stock market corrections are not predictable and they air on their own time! Our ...

MPG Core Tactical 60/40: August 2015 Performance Update

... of others, you should know that markets “correct” on average at least once every 12-18 months. One reason why this feels worse than other corrections is because we just went 47 months without a correction ...

MPG Core Tactical 60/40: July 2015 Performance Update

  Yes…the stock market is down. Your portfolio is down. There is no way it is not down. We just said the word “down” three times in a row. Get it? Everything is down.   If you have a decently ...

MPG Core Tactical 60/40: June 2015 Performance Update

... this writing (July 2, 2015). Click here to compare our portfolio against the benchmark. What adjustments did we make?   6/9/15:            Sold 91 shares of TSLA (Tesla Motors) @ $255.78 ~$23k ...

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: May 2015 Performance Update

... portfolio mix, which is updated as of this writing (June 5, 2015). Click here to compare the portfolio against the benchmark What adjustments did we make? We didn’t make any portfolio moves in May. ...

The 100th Letter to Dear Mr. Market

Have you checked out and signed up for our free investment blog called "Dear Mr. Market"? If not, sign up now and receive a notice each time we publish a new article. We've just written our 100th "lette ...

MPG Core Tactical 60/40: April 2015 Performance Update

... re Tactical 60/40 portfolio mix, which is updated as of this writing (May 11, 2015). Click here to compare our portfolio against the benchmark What adjustments did we make? We decided not todance  ...

Is Jim Cramer's Diversification Advice Insane?

... you should know is that ignoring someone that is successful is not smart but taking their opinion as truth is just as risky.   In one of Cramer’s most popular books, Jim Cramer’s Real Money: Sane Investing ...

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

... ETF (Exchange Traded Fund) but when you pull back the covers the differences are glaring.  If we go back to our computer scenario just imagine that you invest in a product that sounds very promising ...

MPG Core Tactical 60/40: March 2015 Performance Update

... Core Tactical 60/40 portfolio mix, which is updated as of this writing (April 1, 2015). Click here to compare our portfolio against the benchmark What adjustments did we make? The following moves ...

How much will your bonds lose when interest rates increase?

... were available just five years ago. There are many factors that investors need to consider on both the domestic and international stage when it comes to fixed income. The most important thing for investors ...

March Madness: Final Four Investing Bracket 2015

... just at the right time winning their conference tournament to earn their ticket and then those that get in just by the skin of their teeth! We feature a variety of investments with similar stories associated ...

MPG Core Tactical 60/40: February 2015 Performance Update

... the current summary of the MPG Core Tactical 60/40 portfolio mix, which is updated as of this writing (March 2, 2015). Click here to compare our portfolio against the benchmark What adjustments did ...

Robo-Advisors: How do you like your hair cut?

... the attention of many large national firms. Currently there are over 15 established Robo-Advisor firms – the average account size is just over $20,000, each firm has over 20,000 clients and $200 million ...