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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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 start.

But before completely ignoring or forgetting what happened in 2016, the beginnings of a brand new year offer more than just a clean slate,

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Posted in Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Talk, Retirement Planning, risk, saving, Yahoo Feed
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Portfolio Report Card: Analyzing a Frugal $1.15 Million Account

Today, there is a singular focus by certain investors on minimizing investment cost. In their world, cost is the only thing that matters. Unfortunately, this exceedingly narrow view fails to acknowledge that curtailing your portfolio’s cost is only part of the overall puzzle for obtaining satisfactory investment results.

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Posted in Asset Allocation, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, Yahoo Feed
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Portfolio Report Card: A Poorly Designed $863,309 Advisor Managed Account

How can a person tell the difference between a healthy and unhealthy investment portfolio? Naturally, it’s by how well (or poorly) a portfolio does at addressing crucial areas like taxes, cost, diversification, risk, and performance. Here’s the problem: Poorly constructed portfolios are usually ignorant about these first four things, which explain why unsatisfactory performance results follow.

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Posted in Asset Allocation, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Report Card, Yahoo Feed
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