Index To Investment Advisor Content

Investment advisors should actually be referred to as fee-only fiduciary advisers that offer advice, council, instruction and often implementation of actual investments related to the stock market, equities, bonds, mutual funds etc. The content here will start to give you academic insight to investing. These Tips & Clips on investing including financial concepts currently being taught at the vast majority of business schools and universities in America. Take a glimpse and learn about the empirical science that's been tested for over five decades. Investing can be complex but if you have an investment advisor coaching you you don't need to know everything, just a few right things.

Stock Picking: Confident Assertion or Financial Folly

Have you ever personally experienced a Confident Assertion within yourself or while observing others? I think it’s interesting in the area finance, how many Confident Assertions are made about the stock market. Then with hindsight become a bitter punch line, more so than a reality. We see this with recommendations from bullies on Wall Street; […]

Preparing For Peace of Mind

As Investment Advisors we experience firsthand the roller coaster that many individuals go on emotionally when they start to think about the monumental task of retirement planning. Most issues in retirement can be explained in a logical manner that in reality should trump the emotion. We believe education leads to clarity, clarity to confidence, and […]

Coin Flipping

There’s a saying I’ve heard through the years, “Nobody loses in Vegas “. This makes me think of a relatively new area of financial study amongst many of the top university finance programs. The area of study is designed to understand better about investor behavior and psychology. We have learned more about this particular field from […]

Lies

You don’t know what you don’t know! Simple, but profound. As an investor you may fall victim to the lies of the financial industry, including large investment institutions and the financial media. Belief in and action taken based on these fallacies have caused thousands of investors to lose massive amounts of their investment monies. The […]

Interest Rates & the Price of Tea in China

Altoona, PA – The price of tea in China has been rising dramatically due to supply and demand. Some of the higher end teas are actually being hoarded after the price jumped 50% last year. Pu’er tea, a brew thought to have medicinal qualities, is grown in a remote southwestern province of Yunnan. At the […]

What’s Up Kemosabe?

Lewisburg, PA – Tonto: “The market is up and I am not. What’s the story Kemosabe?” Kemosabe: “What do you mean the market is up?” Tonto: “According to the telegraph office the market is hitting new highs on a regular basis.” Kemosabe: “The total market is not reaching new heights, only one sector, the S&P […]

Evolution of Passive Index Investing!

Lewisburg, PA – Recently I was reading an article from John Bogle founder of Vanguard. John is well known in financial circles as one of the champions of passive investing using index funds. John came from a strong academic background; as such passive index investing makes total sense. He was one of many noted academic […]

Investment Cost: Advisor Beware or Investor Beware

State College, PA – “How are you paid” is a common refrain heard by those working in the financial industry. One would think this is a very black and white, yes or no type of question. Unfortunately within the financial services industry, it can be quite a complex answer when you consider the various components […]

In Life and Retirement Planning “It’s Never a Mystery”

Lewisburg, PA – The common phrase “it’s never a mystery”, should end with, “except for the people involved”. Is it a mystery why the athlete medals in the Olympics? Not when you consider the coaching, training, years of perfecting technique, and all the pieces that it takes to win. In contrast, most people see a […]

Punxsutawney Phil Beats the Pros

Punxsutawney Phil is arguably the most well-known prognosticator in America. Groundhog Day was established in 1887, held annually on February 2nd.  A large crowd will wait with baited breath to see what this famous oracle is going to predict. At Gobblers Knob, at 7:20 am, the crowd will be awaiting the fame rodent’s prime indicator, a […]

What’s Your Sleep Factor for the CRASH to Come?

What is a market crash? It’s a sudden, dramatic decline in the market. As an investor coach and wealth strategist, I find myself always preparing my clients for the crash to come. However, this does not come from a lack of faith in the stock market; in fact, I believe it’s the greatest wealth producing entity known […]

Why Not GIPS?

I was just reviewing our 20 year returns recently for all of our portfolios and was pleasantly surprised how well the market has performed in the last 20 years. Despite the government involvement, the credit bubble, the tech bubble, and the energy bubble, the market has still performed extremely well. You may be wondering, how […]

Looking Out for Mr. Ponzi

This summer Bernie Madoff will be celebrating his 4th anniversary in federal prison, 146 years to go. Madoff masterminded the largest Ponzi Scheme (slang for financial scam) in world history.  Thousands of unsuspecting investors were swindled.  In many cases, ordinary people lost their life savings. Having had such a long prison sentence imposed, you would […]

Don’t You Bet Your Life On It!

This is a famous line, used many times, by the western actor John Wayne. When you think about it, every day we bet our life on decisions we make, from running the yellow light in our automobile, to not reading directions on the medication we might be taking. We of course make many of these […]

Boomers: Children & Chaos

The WealthCounsel® and Trusts & Estates® Magazine recently published an Annual Industry Trends Survey. The survey compiled data from roughly 1500 industry professionals primarily made up of Attorneys, CPAs, Financial Advisors and Wealth management professionals. As the President of a Registered Investment Advisory firm, I find these trends interesting as well as insightful.  The report […]