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When was the last time you burned an hour of your life watching TV? Sometimes there's nothing wrong with that; everyone is entitiled to "veg" out and just enjoy some mindless entertainment once in ...
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... then find an advisor you can trust. Make sure that they don’t get paid based on commissions or other investment product fees ; over the last several years investors have been moving in droves to fee-only ...
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... stood what makes the best investment advisor in America. Today's investor has changed and the investment advisory landscape needs to adjust accordingly. With some new tools and innovative offerings, we' ...
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... to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable ...
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... make your money work for you and not pay useless fees or loaded investment products to line someone else’s pockets. During our initial analysis of the average portfolio we will typically be able to identify ...
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... for each client and to what makes them unique.
Matthew Pixa founded and built My Portfolio Guide after working for some of the most respected and imminent firms on Wall Street. Within the financial ...
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... Large Cap. This is the type of year where we could easily see a very adept and competent manager make nimble picks that could outperform an index. Again…the chances are slim but we picked one mutual fund ...
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... fact we know you have emotions. Everyone who has emotions will make investing mistakes.)
Not to be an ambulance chaser (we all want to “win” or gain…but the aim isn’t against a greater cause or necessarily ...
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... that are close to or in the retirement phase will naturally get spooked or feel more emotional than others. Times like this allow fear to creep in and make you second-guess your investment strategy. Making ...
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... you will learn that that the Dow Jones is just an antiquated index that means nothing. Yep….we said that! The Dow Jones means zilch!
Make no mistake about it. This is one of the strangest and least predictable ...
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... 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 ...
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... earning “zero point zilch” needs to work harder and smarter but without a material pullback in the market it makes it somewhat uninviting to deploy cash.
Low volatility doesn’t necessarily equate to ...
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... 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. ...
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... er when compared to the market? Identifying what your benchmark should be is something investors often struggle with. Make sure you are truly comparing apples to apples!
Sorry Mutual Fund: You’re Fired! (cl ...
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... 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 ...
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... He is a wildly successful entertainer who adds color and talking points on the stock market but make no mistake about it…he is not your financial advisor. As a matter of fact he advises nobody professionally ...
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... 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 ...
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... they can move very quickly in either direction and make a dramatic impact on investor’s portfolios. Future Fed activity will have an impact on what is often the most neglected portion of a portfolio – ...
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... any team that makes the “big dance” has a shot at winning it all. Each and every year there is a proverbial “Cinderella” team that surprises everyone including all the ‘so-called’ experts. Prior to the ...
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... we make?
The following moves were made during the month of February:
2/6/15: Sold 55 shares of IVV (S&P 500 Index) @ $206.68 ~$11k worth
2/6/15: Sold 100 shares of ...