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Archives for June 2011

Stock Pickers Market?

06/28/2011 by

Just getting back from the Dimensional Fund Advisors (DFA) conference in Austin. Other than 104 degree temperatures, it was a great conference.

Anyways, I got to meet and talk to Eugene Fama and Kenneth French. They will probably win a Nobel Prize at some point for their ground breaking research on which our portfolios are based. They are some big brains!

I’d like to share with you a little of what French had to say. I love the consistency of his message. He doesn’t change with the wind. Based on his extensive research, he knows what works and he sticks with it through all market cycles. He only has ONE message.

Filed Under: Clarity Coaching Tagged With: ,

Women More Likely to Consult a Professional Advisor

06/15/2011 by

Women More Likely To Consult A Professional Advisor

Women investors are more likely to consult a professional financial advisor than men, according to a new study of wealthy women investors released by the Spectrem Group on Tuesday.
According to the Lake Forest, Ill.-based consulting firm, around 46 percent of those with a net worth of between $100,000 and $1 million rely primarily on a financial advisor for their information. Women’s use of financial advice increases with wealth levels, according to the survey. Roughly 64 percent of female millionaire investors and 82 percent of female ultra-high-net-worth investors — with assets of $5 million and up — seek financial information from a professional advisor.

Filed Under: Clarity Coaching Tagged With: , ,

Smorgasbord Investing (Town & Gown)

06/08/2011 by

This weeks Weekly Clarity Coaching is also this months “Town & Gown coaching article that we create here at Financial Abundance. For those not local, T&G is a prestigious local magazine, a State College and Penn State tradition since 1966. This month article featured Deb Seward here in the office and she explains why most american’s end up with a lot of stuff in their portfolio. A short and informative read…

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Smorgasbord Investing

06/01/2011 by

Many people walk through life trying to be good stewards and prudent investors finding on the eve of retirement that they basically acquired a huge pot luck of various investments […]

Filed Under: Town and Gown Tagged With: , ,