Blog Archives

(Podcast) Your 2016 Investing Philosophy in Just Three Words

The beginning of a new year is always an important moment for personal reflection.

And whatever it is that we want from our lives – whether it’s to become a better spouse, begin a new exercise routine, or just become better people – we must recognize that change is imperative if we’re going to reach our goals.

Read more ›

Tags: , , , , , , , , , , ,

Portfolio Report Card: One Doctor’s Sick $503,929 Retirement Plan

Some illnesses can go undetected for many years. Others are accompanied by obvious warning signs like coughing, sniffling, shortness of breath, and other red flags.

Similarly, we can distinguish between a healthy investment portfolio versus a sick one by how each deals with important matters like taxes, investment cost,

Read more ›

Tags: , , , , , , , , , ,

Portfolio Report Card: A $200,598 Retirement Plan Stuck in Neutral

Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of many people follows this unfortunate pattern. If you’re in this situation, there’s hope.

Before I do a Portfolio Report Card for J.W.

Read more ›

Tags: , , , , , , , , , , , ,

One FREE Month of ETF Premium

Click the report icon to sign up and receive one FREE month of ETF Premium Membership.


Show Buttons
Hide Buttons

Get One FREE Month of ETF Premium

Simply provide your email address and we'll give you One FREE Month of ETF Premium!