Tags » Investments

Guaranteed Investment Performance Or You Don't Pay

In the same way that I urge investors to use an adviser I too have a business coach. This week I complained that my performance of a 31% gain in 2013 was not gaining me the respect or new clients to which I thought I was entitled. 268 more words


Should You Be Shooting For The Stars In Your Portfolio?

You’re probably familiar with Morningstar, Inc. as one of the leading global research and investment management firms in the industry. In 1984, its founder, Joe Mansueto, had the idea of reviewing mutual fund annual reports and providing more transparency to the fund industry. 793 more words

Investor Education

Are Market Crosscurrents A Warning Sign Or A Buying Opportunity?

Each Monday morning, I receive a weekly recap from one of the largest institutional investment managers in the U.S. and overseas. The recap provides a one-page snapshot of returns for various equity indices, fixed-income indices, and for key interest rates. 555 more words

Investor Education

Finding Value At All-Time Highs

Buy? Sell? Hold? Where will U.S. equities go next? With the S&P 500 up around 6.5% YTD and flirting with all-time highs, this question is likely perplexing most investors at the moment. 719 more words

Investor Education


I heard an ad this morning on the radio, so I went to this guy’s website and read an article.  This post is my response to that article. 1,107 more words


Investor's Almanac Field Notes

At this year’s halfway point, we offer the LPL Financial Research Mid-Year Outlook 2014: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014. 561 more words