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 7, 2018 | Featured, Podcasts
One of our biggest issues with the financial industry is when products are sold to consumers and investors through fear tactics. And while there are instances where fear is a natural motivator behind certain financial products, such as having a will if you have...
by Money Guy | Aug 24, 2018 | Featured, Podcasts
It’s an exciting time to be an investor because price wars have been gradually bringing down the cost to invest in recent years. But is it really possible to invest with zero fees? Well, as a matter of fact on August 1, 2018, Fidelity Investments announced two index...
by Money Guy | Jul 20, 2018 | Featured, Podcasts
When it comes to investing, do you ever find yourself reacting to the media headlines? If you spend even one day listening to financial news updates, you could be convinced that you need to do something drastic to combat the doom and gloom that’s perpetuated by...
by Money Guy | Jun 29, 2018 | Featured, Podcasts
Remember when the “pundits” were forecasting at the end of 2016 that the closing value for the S&P wouldn’t rise above 2,500? The prevailing sentiment was certainly negative. In fact, just 1 of 10 Wall Street equity strategists polled by Barron’s on...