ETF Battles: DVY vs. DGRW, Who Wins?
This is an excerpt from ETF Battles on ETFguide TV between DVY vs. DGRW – two stock dividend ETFs. Who wins the battle? More investors…
Category: Retirement Planning
Retirement Pro: Think Cash Flow, Not Rate of Return
This is an excerpt from the video titled Think Cash Flow, NOT Rate of Return with Lynn Dolan at ETFguide and Mark Mappa, CFP and…
3 ETFs in Your Portfolio: Is it Enough?
This is an excerpt from the video titled Is a 3 ETF Portfolio Enough? with Ron DeLegge at ETFguide and Andrew Kadjeski at the Vanguard…
Is Your Retirement Cushion Adequate?
As we get closer to retirement, we need to have an adequate cushion, or would I like to call, a margin of safety? Why? Well,…
How to Minimize Taxes on Your Investments
Taxes are tangled web. So tangled, Will Rogers once quipped, “The only difference between death and taxes is that death doesn’t get worse every time…
Here’s What’s Driving Your Investment Returns
Although your investment results may seem random, they aren’t. In reality, your portfolio’s performance is directly influenced by a number of decisions you’ve consciously or…
Your Market Correction Checklist
“It’s wise to remember that too much success in the stock market is in itself an excellent warning,” once quipped Gerald Loeb. After nine consecutive…
3 Strategies for Managing Higher Volatility
“Everyone has the brain power to make money in stocks. Not everyone has the stomach,” once observed legendary fund manager Peter Lynch. His point was…
Avoiding the Mutual Fund Tax Trap
Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that…
What Behavioral Biases are Messing You Up?
News flash: Your worst enemy isn’t inflation, deflation, a market crash, or whatever other scary financial scenarios you can think of. Rather, we ourselves, in…
How to Hedge in a Rising Market
Hedging, for some investors, sounds complicated. In reality, it’s not because it’s all about reducing investment risk. Who can’t understand that? Sometimes stock prices go up, sometimes…
What to Do About Fading Stock Market Momentum
Wall Street has been so busy with one all-time high after another, many have already long-forgotten that it’s been over one-year since the stock market corrected…
Is Style Drift Increasing Your Financial Risk?
Do you own mutual funds? If you do, there’s a hidden trap called “style drift” that could be increasing the risk of your investment portfolio. How…
Portfolio Rebalancing: Should You Do It?
Everything in life that surrounds you requires maintenance. This includes your home, your automobile, the software application on your mobile device, and even your health.…
Tough Financial Questions that Require Honest Answers
With 2016 now officially history, a new year is upon us. And the great part about each new year is the opportunity for a fresh…
Factors that Should Influence Your Investments
If you asked a thousand different people about the key factors that should drive their investment choices, you’re bound to get a thousand different answers.…
3 Risks that Could Derail Your Retirement Plan
Funding your retirement is a big financial obligation that no one can escape. How big? While other expenses like paying for college education or a…
A $1.3 Million Portfolio Report Card for JPG in Maryland
What are the hallmarks of a well-built and financially sound investment portfolio? For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX).…
Risk and Volatility: Know the Difference
On financial networks and in finance classrooms around the globe, stock market volatility is routinely mis-classified as “risk.” Unfortunately, this erroneous view causes people to…
Got Real Estate?
Look at your investment portfolio. Do you have exposure to real estate? Is your exposure broad or is it limited to just one company? Some…