... 4.24% in dividends. Once it dips lower we’ll likely buy more and round out our position for the long-term.                        With our standard and passively managed 60/40 Benchmark we made the monthly ...

... largest monthly percentage drop in West Texas Intermediate (WTI) crude oil occurred in November. Trading lower than $65 per barrel, crude oil has not seen this long of a losing streak (five straight months ...

... supporting this foundation already had a full plate with becoming a brand new father along with balancing a demanding schedule of being a firefighter for the city of Huntington Beach and his wife being ...

...  All that being said, we had a wild October with some long lost volatility! After the S&P 500 peaked on September 18th, it was all downhill from there until October 15th. The last two weeks of the month ...

...  about $221k! Lastly, what again were those experts worried about with the threat of rates rising? First and foremost, are rates any higher than a year ago? Do you believe the economy is humming alon ...

...  Bill Gross, the co-founder of Pacific Investment Management (PIMCO) in Newport Beach, quit and packed his bags to join Janus Capital this past Friday. Gross has long been known as the “King of Bonds” ...

... to alternative investments. We’ll touch on this more later but let’s first address the sale of a market darling that we haven’t owned for all that long. The simple rationale behind this move was to take ...

... held for less than a year you will pay your ordinary tax rate (up to 35%). If the investment is held for longer than one year you will pay a lower rate of 15% (high-rate tax payers will pay more). There ...

  Have you ever woken up long before your alarm clock was set to go off? Put yourself in that state of mind for a minute. You see the alarm clock, take a pleasant mental check that you still have ...

  The longer we go on without a stock market correction the potentially worse it will be when it eventually hits. At this point, it’s clearly not a matter of “if” but “when” it is coming.   First ...

... - Along with Corporate accounts we can establish and help manage Business Retirement plans (SEP and Simple IRA’s, 401k, and "Money Purchase" Pension Plans Financial Workshops for Employees - We come directl ...

... and look forward to building a solid long-term relationship. To see if we are a fit for you or could improve your current situation, click the “Let’s Get Acquainted” button to the right.  ...

... well over the long-term is based on Strategic Asset Allocation. We provide ongoing reporting that clearly illustrates how your portfolio is performing, including outside assets that we may not be managing. ...

... in the coming years. We like NKE and view it as a long-term investment but we are hesitant when comparing the athletic giant to UA on a one to one basis. Over the last 16 quarters Under Armour has posted ...

... we saw no such thing as a “June swoon” and the correction that has never come is still lurking out there somewhere. Everyone has telegraphed it by now and the longer we go without one the more severe it ...

... of management with the Contrafund. Changes in management always impact mutual funds regardless of how that is reported. After such a long tenure you can expect a solid job from Fidelity’s PR team but don’t ...

  Driving over to the Long Beach Yacht club was pleasant and relaxing. On this first day of summer I looked out over the bridge leading into Naples and Belmont Shore and I could see tons of people ...

... that long ago and it had a profound impact as investors over-weighted their portfolios with technology stocks and felt the impact. The NASDAQ lost -78% of its value over an 18-month period as it fell from ...

... portfolio balance. Along with some other exposure in the managed futures area we have added our standard allocation to both currencies and commodities.        As for the standard and passively managed ...

... market. The challenge behind all of this, however, is that the longer we go without a healthy correction the deeper and more severe the inevitable sell-off will be. When this occurs it will whipsaw and ...