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Our Philosophy

... Value Style Trends Unlike some advisors we will never be one or the other. Without dismissing the entire notion that investment style is important, we simply think that growth versus value is sometimes ...

Meet the Firm

... ce. Many simply get licensed and then are employed as salespeople to pitch products or build a book of business that is only scalable by outsourcing the relationship to others. It becomes a numbers game ...

March Madness: Final Four Investing Bracket 2016

... note in the above bracket we have Amazon (AMZN) continuing to outperform the vast majority of the market until it runs into Lockheed Martin (LMT). Simply think of Amazon as last year’s Kentucky and Lockheed ...

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

... We’re not questioning whether a guy like John Hussman is intelligent; he undoubtedly is but why are we led to chug his (or anyone’s) Kool-Aid simply because they got one market call right? Once you’ve ...

Investing in a New World: Cyber Crime and Terrorism

... How can you apply this mindset to investing without succumbing to Point #3 above? Since you don’t have a crystal ball and nobody else does either…simply take a look at one area of the world that we know ...

MPG Core Tactical 60/40: July 2015 Performance Update

... How the last quarter of the year shakes out will determine whether this bull market is finally over. This doesn’t mean one needs to run for the hills and write off owning stocks forever. It simply means ...

What stock market volatility?!?

... 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. ...

MPG Core Tactical 60/40: May 2015 Performance Update

... convincing is that this “consolidation” phase is perfectly healthy and a precursor to a final strong move up. Since nobody has a crystal ball it’s simply a matter of being ready for both possible outcomes. ...

MPG Core Tactical 60/40: April 2015 Performance Update

*** IF YOU'RE INTERESTED IN RECEIVING AN EMAIL ALERT EACH TIME WE POST A FREE BLOG ARTICLE, SIGN UP FOR "DEAR MR. MARKET"! SIMPLY CLICK HERE AND TOWARDS THE UPPER RIGHT HAND CORNER YOU CAN INP ...

There’s no YOU in UIT (Unit Investment Trust)

... they otherwise would not have had access to. With the changes in the investment world over the last decade this statement simply does not hold water. A very popular UIT has been the ‘Dogs of the DOW’, ...

March Madness: Final Four Investing Bracket 2015

... parallels. After all, there are many folks who have simply thrown their hands in the air at one time or simply succumbed to the notion that investing is like educated gambling. There could be some truth ...

MPG Core Tactical 60/40: February 2015 Performance Update

... many times before. There is a growing sense of frustration among investors; amongst both novice ones and expert financial advisors. The cause of this angst is simply that most people believe their portfolios ...

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

... used while others simply fizzle away only to be quickly forgotten. Unless you’re inside the industry you won’t hear the term “Robo-Advisor” but with advertising and slick marketing you will soon be solicited ...

3 Main Criteria for Selling a Stock

... times when it simply makes sense to sell a stock. The following are a few situations where this may come into play: Taxes: There are times when your portfolio is begging to be treated better by Uncle ...

MPG Core Tactical 60/40: December 2014 Performance Update

... into a crystal ball and prognosticating, however this “prediction” was mentioned simply due to all the noise surrounding oil and its dramatic plunge. A multitude of experts began making statements that ...

MPG Core Tactical 60/40: November 2014 Performance Update

... simply oversold, it will allow us to sell and move on. This ‘invisible handcuff’ is what hampers most investors and that’s what the MPG Core Tactical Portfolio exercise is all about. Overall we have ...

Team My Portfolio Guide

... simply writing a check and walking away. Last year we decided to take our game to a new level – we created a team of individuals to raise funds and awareness for charities and compete in Ironman Arizona ...

MPG Core Tactical 60/40: October 2014 Performance Update

... the noise and stick to your discipline and plan. That’s exactly what our “60/40 Benchmark” does every month. Like a monotonous zombie on Halloween, this model simply buys what went down and sells what ...

Bill Gross leaves PIMCO…Should you sell your funds?

... pulling money from bond funds due to fears of increased interest rates. As the Federal Reserve scales back its stimulus of $85 billion in monthly bond purchases, there simply has to be an eventual end ...

MPG Core Tactical 60/40: August 2014 Performance Update

... purchase and vice versa. Part of this exercise that we are tracking with the MPG Core Tactical Portfolio is to give you a running record with proof that even in some of the trickiest markets simply staying ...