... haven’t seen a meaningful correction in years. The S&P 500 bounced back 7% in two weeks and in case you’re wondering…we’re once again bumping up against “overbought” conditions. This is the type of market ...

...  We advocate using them due to how well they perform! Most investors don’t realize this but over 30 years they have beat the stock market and they’re doing it again this year. The core investment we us ...

... market environments. Over the last several years the Fed has printed funny money to “kick the can down the road” and prop up a less than stellar economy, stocks could get blasted at any minute. On the ...

... As of this writing PTTRX is down -1.09% for one month,           -0.91% over three months, +1.68% YTD, and -0.37% over five years. We use the Vanguard Total Bond Market ETF (BND) as a core holding to track ...

... here is that these losses can be used to offset capital gains realized either in the same tax period or carried forward from previous years.   Investors can deduct up to $3,000 of losses against income ...

... July brought people a wicked reminder of what the market can do if you let it put you to sleep. We haven’t seen a sharp drop like this in a few years and it certainly got your attention, didn’t it? We ...

... 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. ...

My Portfolio Guide was founded after years of learning what investors really need from an advisory firm and a relationship standpoint. The financial services industry has changed dramatically and this ...

... nt this is, let’s assume you allowed us to serve you for the next five years. Those savings compound and using an annual return of just 7% over five years you would have an extra $121,785.07 !!! Let ...

... came in at $642 million beating the prior years number of $472 million by over 35%. Net income increased an impressive 73% from the prior year ($14 million vs. $8 million) resulting in earnings of 6 cents ...

... that we are actually in recovery mode the market will continue to march upwards. It is telling and ironic to note, however, that even after five years of economic growth this country is not trusting tomorrow ...

... the last 10 years the fund has posted some impressive returns from 2004 to 2007 (15.07%, 16.23%, 11.54% and 19.78%). In 2008 the fund was down -37.16% while its benchmark (S&P 500) was down -37%. More ...

... she and her family wanted, it sure was difficult to “celebrate”. After all these years a client becomes a friend and a part of your extended family. Earlier in the day, family members boarded a boat ...

... years. It’s not so much the market or serious investors that love catchy phrases but it’s those that feed you the news who are the perpetrators. If this article were being written in November we would ...

...  Over the next four years Bonds returned 4.1%, 4.34%, 2.43%, and 4.33%. This “lane” choice was slow yet safe; all the while Emerging Markets returned 56.28%, 25.95%, 34.54%, and 32.59%! Countless investors ...

... hat you have health insurance this year. If you don’t have health insurance you will face a penalty of $95 or 1% of your adjusted gross (taxable) income, whichever is higher, starting with next year's re ...

... lurking in the shadows for years, suddenly it jumped up and grabbed headlines raising concerns and paranoia with investors. High Frequency Trading (HFT) has dominated headlines over the last week prompting ...

  This is the fourth year publishing our March Madness Investing Bracket and we begin this years edition by wondering why is it one of the most popular investing articles on the internet? Every year ...

... every 3 to 5 years to ensure that your plan is not adversely affected by other changes in the law or your personal situation. Brian Y. Chou, Esq., MBA is an associate at the law firm of BarthCalderon, ...

...  2/26/14:        Some of those proceeds were reallocated into Gold. WHAT?!? Gold? Isn’t that something we’ve avoided for years? Yes indeed…and if you’re curious what we said about gold when it was at ...