... two curves laid over each other on this graph. Simply explained, the red curve shows you where the stock market is and the green curve shows you what stage we’re at in the current economic/business cycle. ...

... that nobody likes to discuss, let’s take a step back and look atwhy people invest. If people wanted their money to stay stagnant and simply stay at the same value for years down the road they would simply ...

... Small Cap ETF) @$113.90/share (~$7k total) 7/29/14:       Sold 20 shares of IVV (S&P 500 Index) @$198.71/share (~$4k total) These are small adjustments which equate to us simply reducing equity exposure ...

... market correction could be the most telegraphed one ever… Stock market corrections are simply part of the game. Going back to 1932 we have seen corrections of at least -10% an average of every two years. ...

...  is and the severe impact it has on their portfolio. We’re not questioning anyone’s work ethic; we work extremely hard for you too. We’re simply questioning what you pay for over what you actually get ...

... Allocation is the deceptively simple yet critically important process of allocating your money among (and within) asset classes, such as stocks, bonds, and cash. However, this theory doesn’t mean you simply ...

...  Communication- We view each and every client as an individual and therefore you are treated like one. Some investors simply want the bottom line and others take a keen interest in following the markets. ...

... industry and is 10 times larger than Under Armour based on revenue. Based simply on the size of the two companies it is easy to see that UA has the ability to post significantly higher growth potential ...

... I’m bullet-proof or immortal. I’ve lost friends, family, and colleagues and I know that it’s simply part of life. Seeing a slide show like this, however, brings you to the reality that I’m building my ...

... we will be driving with our high beams on and carefully paying attention to what is lurking ahead. The best portfolio for this terrain is simply one that is flexible, disciplined, and properly allocated. ...

... With a well- diversified portfolio you simply understand that some assets will go up while others go down. You don’t need to frantically change lanes all the time; instead you should have your car in a ...

... What type of tax professional do you need? Do you simply need a tax preparer? Do you need help with specific tax planning? Are you being audited? Should you use TurboTax? Depending on your situation, ...

... it simply won’t feel good…or real. See you next month!  ...

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

...  over exaggeration and swinging of the pendulum is familiar… See you next month and if you would like to learn which specific stocks are on our immediate watch list, simply email us at This email address is being protected from spambots. You need JavaScript enabled to view it. an ...

...  year in style! (simply email us at This email address is being protected from spambots. You need JavaScript enabled to view it. and put “Tote bag” in the subject line.) Happy New Year!           ...

... Paying someone else’s taxes or more than what and when you should is simply an uniformed choice. You and your wallet deserve better than that…  ...

... simply too many and we find very little upside in wasting our energy in that department. Certain issues, however, have a direct economic impact to you and we believe those are worth digging into. The most ...

...  My Portfolio Guide, LLC (MPG): First off…thank you for the opportunity to meet and learn more about your investing strategies. Our first question is perhaps best intended to simply set the table for ...

... gusts and shiny objects, those types of strategies change instantly. If the whole idea is to “buy low and sell high” you simply need to get exposure to those things that are now low. We won’t spell this ...