... Furthermore, guess how many bull markets over the past 40 years have had a legitimate 10% correction? (a) 15% of bull markets have had at least one -10% correction (b) 25% of bull markets have had ...

... is especially true over the past decade. My Portfolio Guide serves the following types of clients nationwide: High Net Worth Individuals Company Retirement Plans Business owners working to create ...

... the past month and we like this type of action. So many investors are becoming increasingly nervous right now but if you’re properly balanced, or close to it, you’ll be better prepared than someone who ...

  We’ve certainly not held back with our opinion in the past when it comes to mutual funds. While they certainly can warrant a spot in many portfolios, they need to be reviewed and compared carefully ...

... in the same room are not only dealing with the loss of a friend or past colleague, but it’s a harsh reminder that we’re all headed for the same finality. I’m not 25 years old anymore, with thoughts that ...

... of the day. After all, June is the 10th worst calendar month of the year. Since 1950 it’s basically been a flat month but more recent history points to June losing an average of -1.33% over the past 10 ...

... ption that it’s an automatic trigger for an IRS audit. From our research this isn’t the case anymore as the way people work has shifted and many do not go into a regular office as in years past. The home  ...

... four major asset classes (like the regions) and chosen several individual picks within each. There is some basic science applied to this process. We consider how the “pick” did over the past 12 months ...

... major change which I want to make you aware of. Many people have created AB Trusts over the past two decades. AB Trusts are designed to protect more of a married couple’s assets from being taxed by the ...

...  that truly study their textbooks you will undoubtedly learn that gold has been falsely presented to you as such. Gold, in fact, has NOT earned its crown as an inflation hedge. There was just one past decad ...

  Over the past few weeks the world has been focused on Gold as world class athletes compete at the Winter Olympics in Sochi. These athletes have dedicated their lives towards the dream of standing ...

... invest less elsewhere and that more than offsets the mild stimulus that the increased wage earners would theoretically bring. We won’t bore you with footnotes or attachments to piles of past economic ...

... over the past thirty years. Unfortunately for these investors, the current state of the bond market dictates that these returns are not repeatable over the next decade. We believe the bond allocation ...

... reset the table so you know what this is all about. Over the past few years we have been avid supporters of our local communities and in particular youth sports. To name a few we’ve sponsored Seal Beach ...

... to hold some percentage of them to act as a volatility buffer but you obviously can’t expect the 7% returns that most have been accustomed to receiving over the past few decades. We’ve said this before ...

... that again… If you went the opposite of what Jim Cramer recommended buying you would make money. Cramer didn’t stumble onto the TV set by accident. He and those who have touted the past successes of ...

... up negative emotions and is the topic of many heavy conversations. This past recession was impactful enough to have even earned itself its very own name. It’s been called the “Great Recession” and some ...

... China). Each is respectively down YTD about -22%, -12%, -15%, and -11%) Investors are running for the exit doors at a rapid clip. Just this past June alone we saw $9 billion of outflow from International ...

... e to their peers and their respective benchmarks.  Ask yourself if your mutual fund has earned the right to charge me for their performance?  How have they performed in the past when a typical market correcti ...

... a “diamond in the rough” and that even applies within a stock market that has hit all-time records over the past year. Tetra Tech is such a company and it’s simply overly punished this year but is extremely ...