Education
5 Financial Advisor Red Flags
A good money manager is always worth it. While it’s basically impossible for anyone to outperform the market 100% of the time, a competent and dedicated financial advisor should always be able to help you leverage your finances and achieve your goals. With that in mind, being able to identify a “bad” financial advisor before…
Read MoreThis One Mistake Costs Investors $17 Billion Each Year
Studies conducted by the U.S. government estimate that a full 1% of annual investment returns are lost each year for one simple reason…and it’s an easy mistake to make. That’s 1% of all investments in the U.S. by the way, or about $17 Billion dollars. Every single year. That’s a pretty big number, and it’s…
Read More7 Questions You Need to Ask Before Hiring an Advisor
As an individual investor, if you’ve reached the point where you feel ready to hire your first financial advisor, you’re going to want to prepare a list of questions in order to evaluate possible candidates. Each investor is different, and your specific needs are going to be unique to you. These questions will help you…
Read MoreRIAs Vs. Broker-Dealers
Today, we’ll be diving deeper into the world of Registered Investment Advisors and one of their counterparts, Broker-Dealers. As an investor, it’s important you have a good understanding of all of the options available to you in terms of advisors and money managers. This way, you’ll always know exactly what you’re getting, and you’ll feel…
Read MoreUnderstanding the Two Major Advisor Classifications
The classifications for financial advisors and the standards we hold them to has changed several times over the years. Currently, there are two broad categories of financial advisors you should be aware of, Fee-based and Fee-only. One of these advisors is legally required to put their clients’ best interest first. The other is only required…
Read MoreRS Investing Vs. The Dow
Today, I want to share how one simple strategy has the potential to earn investors four to five times the 2018 returns of the Dow Jones Industrial Average (DJIA). And the great thing is, once learned, this same strategy can be applied to almost any investment portfolio. But first, a little context.. Most investors are…
Read MoreChoosing the Best Financial Advisor: 3 Common Mistakes to Avoid
Navigating the world of financial advisors can be intimidating at first glance. There’s dozens of search platforms to choose from, and each one tends to turn up different results. Unless you’ve got a close friend or family member with experience, you’re basically on your own, with way too many options to pick between. Whether or…
Read MoreHow Much Do You Know About Market Seasonality?
What would have happened if, each year, we invested in the stock market in March, April, and May – ONLY? One study shows that strategy may have generated an average annualized return that’s 31% higher than that of the U.S. stock market benchmark, the S&P 500… all year around. Today I’ll dive into a few…
Read MoreConsumer Goods: A Tale of Two Sectors
Market volatility since February 2018 has led many to ask: “Have we been experiencing corrections within a bull market… or is it the beginning of a bear market?” That seems to be THE question on everyone’s mind. First, let’s dispense with the obvious: there’s no crystal ball, and no way to know for sure. However,…
Read MoreDiscretionary versus Non-Discretionary: The 2 Types of Consumer Stocks [Infographic]
We created this infographic to clarify the differences between the two Consumer equity sectors, Discretionary and Non-discretionary. Mike Reilly’s article, Consumer Goods: A Tale of Two Sectors, explains how to use the Relative Strength relationship of the two sectors to gauge the health of the broader market.
Read More