Blog Archives

Portfolio Report Card: A $569,742 Retirement Plan with Sluggish Performance

Why do we take unnecessary risk with our investments? Is it because we’re gluttons for punishment or is it because we’re incredibly brave? Often, it’s because we’re simply distracted or unaware.

Although the S&P 500 is still hanging on to its year-to-date gain, stock market volatility or “VIX” has advanced more than 30% over the past three months.

Read more ›

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

Don’t Make These Widespread Mutual Fund Mistakes!

“People should only buy mutual funds with experienced portfolio managers that have good long-term track records.”

“Investing in highly rated mutual funds with at least 4 or 5 stars is a sure-fire way to choose the best fund.”

“Our firm screens thousands of mutual funds to help our clients find funds and managers that have stood the test of time.”

The above thinking is just a small sample of the entrenched but dead-wrong conventional wisdom the investing public is constantly sold.

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!