Blog Archives

A Wonderful Fluke

One online dictionary defines the word “fluke” as an “unlikely chance occurrence, especially a surprising piece of luck.” Alternative descriptions include chance, coincidence, and accident. All of these synonyms are accurate adjectives for the cryptocurrency market.

For the record, I am not cryptocurrency hater. In fact, my stake in Litecoin –

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Posted in Asset Allocation, cryptocurrency, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, SEC Market Regulation, stocks, Yahoo Feed
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4 Things to Understand about Your Portfolio’s Margin of Safety

Does your portfolio have a margin of safety?

I ask that question because the total U.S. stock market (NYSEARCA:SCHB) has been rocky over the past few weeks and now has a year-to-date (YTD) loss of -1.23%. And since most investor underperform the stock market and the index ETFs tied to it,

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Posted in Asset Allocation, Bonds, Commodities, ETF, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Precious Metals, Retirement Planning, U.S. Stock Market, Yahoo Feed
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The Cost of Investment Advice is Still Too High

There are 118 million U.S. households and 108 million have under $500,000 of investable assets while 100 million have less than $100,000 to invest. What does it mean?

It means the vast majority of the investing public still doesn’t meet the dollar minimums required to work with a licensed financial advisor.

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Posted in Asset Allocation, ETF, Financial Planning, Fox Feed, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, Yahoo Feed
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Portfolio Report Card: A $294,439 Retirement Plan with a Tax Threat

Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got distracted or got into trouble and temporarily paused saving money, I think empathy is due when empathy is warranted.

This week’s Portfolio Report Card is for K.E.,

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Posted in Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, U.S. Stock Market, Uncategorized, Yahoo Feed
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