... it be via lack of service or by being cross-sold other offers and services. With firms like Charles Schwab, Fidelity and Vanguard announcing that they will be offering a Robo-Advisor service, consumers ...

... 10% in one day.   Currency markets, like any other, can be volatile but never in history have we seen such a dramatic move. What was most odd about this event is that central banks normally telegraph ...

... can ever be right all the time, our aim is to best manage risk by being right most of the time… My Portfolio Guide’s investment philosophy is centered around the following criterion: Structure Like ...

... ornia. He has been settled in the Portland, Oregon, area since 2002 with his wife Kristin and two sons, Max and Graham. Matt enjoys outdoor pursuits like cycling, hiking, and skiing, along with follow ...

... the “FANG” stock phenomena, however, 2015 would have been very negative. In other words, the index was falsely propped up by some mega cap names like Facebook, Amazon, Netflix, and Google (ergo the acronym ...

... to John Hussman, who…like the author and many other pundits, believe we are on the brink of a -50% or more “crash”. Allow us to be blunt since very few are… This type of financial journalism is complete ...

... trustee administers the trust and directs distribution of the trust assets. Unlike a will, a trust is effective at the time of creation. Thus, trust assets can be distributed both during the life and ...

... assets” (like stocks) and find safety elsewhere (cash or bonds). The reality of trying to time the market after horrible and “shock” type events is that the downside is typically very short-lived. Even ...

... 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 ...

...  be a better investor the second you do it! If you don’t …you’ll repeat mistakes like thinking the Fed would raise rates in September. They had to raise rates… right? Slam dunk! No doubt! 17 of 19 Federa ...

... that owns a crystal ball and can consistently time the market. If you’re new to this monthly series…remember what we’re doing. This exercise, as we like to call it, is not an attempt to pick the best ...

... we know exactly why a certain piece of our hedge has been hurt. In an ideal world the hedge piece should buffer against the recent performance slip of equities. When it comes to things like commodities, ...

Dear Mr. Market: Like clockwork you set us up for another stretch of pretending that you wanted to inch up higher and then sold off the last week of the month. How you behaved in May is similar to ...

... anytime soon.” We’re not out to point fingers but it’s blanket statements and unaccountable predictions like this that paralyze people or simply clutter their investment strategies and overall mindsets. ...

  If you’re new to this monthly series…remember what we’re doing. This exercise, as we like to call it, is not an attempt to pick the best stock or “time the market”. We leave that futile task to ...

... it for your portfolio or has it been sold to you? What is the difference between Fee-Only and Fee-Based advisors? (click here to read) They sound like essentially the same things but the devil is in  ...

... ng these “letters”), you will likely see that holding a properly disciplined and balanced portfolio of instruments tracking specific indexes beats out most “potpourri” type portfolios. Every month of  ...

... want and can devote enough time to research and monitor them. Does this number seem right to you? Ironically, we think numbers like this are “insane” which counter the title of Cramer’s book! The market ...

Have you ever bought a product or service and afterwards felt like you had been taken to the cleaners? Consumers look for superior products and they also want a great deal. Imagine buying a top of the ...

... own a computer, read a newspaper, or have basic access to media, you would still know that oil has dropped like a rock. All you had to do was go to the gas station and see that it costs far less to fill ...