by Money Guy | Jan 18, 2019 | Featured, Podcasts
Assets in passive equity strategies grew to nearly 45 percent of all stock market investments in the U.S., and active equity managers continue to lose ground due to the over $470 billion investors have invested in passive equity strategies like index funds. There is...
by Money Guy | Oct 12, 2018 | Featured, Podcasts
So much is made about this tool of asset management, but how much does the average investor actually know? As a brief overview, rebalancing is getting your investment allocation to the appropriate target. For example, if your portfolio is comprised of 60% in risk...
by Money Guy | Sep 14, 2017 | Blogs
Financial success doesn’t happen in a day, but it can happen over time. If it seems like your money isn’t following an upward trajectory, there may be a simple reason why. When you plant a seed and water it, you expect it to grow. No one expects a seed to become a...
by Money Guy | Feb 23, 2017 | Blogs
For most investors, you know that having a diversified portfolio is a best practice you ought to be following. But many people think they’re diversified when they’re really not. Diversification simply means that you hold a variety of asset classes in your investment...
by Money Guy | Dec 23, 2016 | Blogs
With the DOW Jones Industrial Average striving to reach 20,000 (19,933.81 as of December 23), it creates an investment environment that can easily send investors into a frenzy over what sorts of investment moves should be made. Understandably, investors don’t...
