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Meet the Firm

... te for California State University Long Beach. After advancing his career he decided to return to graduate school and further his business and finance education by earning an MBA from the W.P. Carey Sch ...

Why My Portfolio Guide?

... of our ethics, portfolio discipline, and fee structure. If you find one, tell us! Along with this promise to you, here is what sets us apart: Fiduciary obligation putting client interests first (ask ...

March Madness: Final Four Investing Bracket 2016

... Martin as Wisconsin…In other words, the overwhelming favorite gets knocked out by a fundamentally sound company that in our opinion will continue to outperform the broad market in good years and bad. Along ...

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

... is presented to you. The following is a summary of Hussman’s flagship long/short mutual fund, Hussman Strategic Growth (HSGFX): “The investment seeks to achieve long-term capital appreciation, with added ...

Investing in a New World: Cyber Crime and Terrorism

... load the boat on certain stocks. Granted, if you are long-term on a solid defense company like Lockheed Martin (LMT), Northrop Grumman (NOC), or Raytheon (RTN)…you will likely see outperformance; especially ...

Are we climbing the “Wall of Worry” ?

...  Open Market Committee economists said it would happen. Done deal. Nope. Didn’t happen. If your investment time horizon is longer than five minutes; let’s say five years…or even 10…. Take out your penci ...

MPG Core Tactical 60/40: August 2015 Performance Update

... of -10% or more! (third longest streak on record)   For a refresher, stock market corrections are short and sharp declines of -10% to -20%. They’re typically accompanied by sensationalized stories ...

MPG Core Tactical 60/40: July 2015 Performance Update

... ~$10k In light of how brutal markets overseas treated everyone we actually nibbled more at them. Sure there is a great chance they continue to feel pressure but we are looking long-term and buying areas ...

MPG Core Tactical 60/40: June 2015 Performance Update

... what you did in June except this time your volatile temper began to show more of a resolve and rattled investors. You began the month with some semi-positive economic news along with dovish Fed commentary ...

What stock market volatility?!?

... If your long-term belief is that the economy will improve and inflation seems to remain very much in check, you want a pullback in the market in order to put some money to work. Cash sitting in a bank ...

MPG Core Tactical 60/40: May 2015 Performance Update

... to your client but you’re adding zilch in long-term performance. If you’re a self-directed investor making moves for the sake of it…stop. It’s not like going to the gym; the more you move/trade is not ...

The 100th Letter to Dear Mr. Market

... he details! Learn about the critical differences and the impact it can make on your relationship with your financial advisor and your long-term financial success. Team MPG: Ironman for Charity (click h ...

MPG Core Tactical 60/40: April 2015 Performance Update

... ed “January Effect” and ends in December with the “Santa Claus Rally”. As 2015 races along we’re already in May and it’s time to digest fabled warnings of “Sell in May and Go Away”. Some things never cha ...

MPG Core Tactical 60/40: March 2015 Performance Update

... adjustments as the long awaited correction that never seems to materialize sure began to show increased signs of an arrival. If a correction ever develops, your primary allocation adjustments should already ...

March Madness: Final Four Investing Bracket 2015

... trending well with recent strength or was more consistent over a longer period of time. Each asset class (Large Cap, Small Cap & Mid Cap, Bonds/Alternatives, and International) was ranked and seeded, ...

MPG Core Tactical 60/40: February 2015 Performance Update

... That final emotion of not wanting to “miss out on this market” is potential kryptonite to you and your portfolio. The market has been artificially propped up and we’re now witnessing one of the longest ...

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

... it really be that surprising? Robo-Advisors target market is a segment of the market that has long been underserved and some would say flat-out ignored. The typical investment advisory firm has targeted ...

3 Main Criteria for Selling a Stock

... due diligence (reasons #1 and #2 above) on what made you buy the stock in the first place. If the honeymoon phase is no longer there, it may be time to sell. Don’t get us wrong here…this is not about selling ...

The Black Thursday you likely never heard about…

... successful hedge fund Long Term Capital Management (LTCM) was driven into the ground as a result of the ripple effect caused by the Russian government’s debt default. The Russian government’s default represents ...