Index To Portfolio Construction Content

When it comes to prudent investing the science is very clear. In this area you will find a plethora of information concerning an academic and scientific approach to portfolio allocation and construction. There are number of subtleties that can often throw people off track, it's important you get educated about the realities of what the science teaches concerning how to pick a different investments for a well diversified global based portfolio.

The Portfolio MRI

Is the goal of investing to get a yield/return? Specifically isn’t the goal of investing in the stock market to achieve a market rate of a return? The resounding answer is yes! In the last couple of decades, at various “Retirement Planning Today” classes that we conduct at local schools and universities, as well face to face […]

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 […]

Market Update August 2014

It's Your Money
It's Your Money
Market Update August 2014
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Paul discusses the constant barrage of doom and gloom news, promoting how bad things are currently. The data suggest otherwise as you will hear in this podcast, as well the most recent market update. When considering retirement planning, life insurance, investments, income planning, wealth strategies and estate planning; get educated, knowledge is power!

Sleep Factor

It's Your Money
It's Your Money
Sleep Factor
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This week Paul Nichols, the president of Financial Abundance, a registered investment advisor, shares a Super Bowl prediction as well as a recent blog, “What’s Your Sleep Factor for the CRASH to Come?” The “Investor Coach” is preparing listeners for the next stock market crash.  In addition to the regular market update, he also discusses […]

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 […]

Year End Market Update 2013

It's Your Money
It's Your Money
Year End Market Update 2013
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This is the last market update for 2013. Paul Nichols, the host, offers an overview of what the markets have done this year and talks about the academic truths of investing. Paul is the president of Financial Abundance, a registered investment advisor. The firm focuses on investor coaching, estate planning, wealth strategies, and primarily, investors’ […]

Income Planning Using Dividends

It's Your Money
It's Your Money
Income Planning Using Dividends
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This week, Paul Nichols, the president of Financial Abundance, a registered investment advisory firm, and host of It’s Your Money, once again provides a market update of how we’re doing so far this year. He also talks about some interesting news tidbits in the area of income planning, utilizing dividends, and stocks over total market […]

Active Management or Active Hype?

Well, the market must be up, we’re seeing it again.  It’s all over the TV, radio, and popular financial press, that you can easily identify the Active Mutual Funds that far and away outperform the Passive Mutual Funds. The temptation being?  All you have to do is study the active fund manager’s past performance and […]

Fiscal Cliff: Blah Blah Blah

How many of you are tired of all the talk on the fiscal cliff, including the non ending stream of opinion and regurgitated sound bites?? May I suggest we spend the month of December focusing on family, love ones, and our community? Let the spinning heads, politicians, and so called expert economists beat this horse […]

Prudence not Prognostication

According to the Wall Street Journal, 21 of Fidelity’s Mutual Funds dumped nearly two million Facebook shares in June, less than two months after this “IPO (Initial Public Offering) of the Century” went public. Over that brief period of time, this wildly anticipated and super-hyped stock plummeted to almost half of its original price.

Do we own, or did we own Facebook shares in any of our investment portfolios? The answer is a resounding NO! As with any new public offering, Facebook does not meet the screening criteria of Dimensional Fund Advisors (DFA), the primary investment company we use in the development of our portfolios. To put it simply, at this stage of its corporate life, Facebook is just too risky for too many of our clients.

Main Street Money Part 6

It's Your Money
It's Your Money
Main Street Money Part 6
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“Main Street Money Part 6” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus promoting his new book and PBS special, “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Paul Nichols, President

Main Street Money Part 5

It's Your Money
It's Your Money
Main Street Money Part 5
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“Main Street Money Part 5” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus promoting his new book and PBS special, “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County. Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Paul Nichols, President

Main Street Money Part 4

It's Your Money
It's Your Money
Main Street Money Part 4
/

“Main Street Money Part 4” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus promoting his new book and PBS special, “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Paul Nichols, President

Main Street Money Part 3

It's Your Money
It's Your Money
Main Street Money Part 3
/

“Main Street Money Part 3” is a segment of a special to our radio show that we had done here in Happy Valley with Mark Matson, my investor coach, when he came through on his bus promoting his new book and PBS special, “Main Street Money”. Mark and I pull back the curtain on the financial services industry as we talked about investing, Wall Street, insurance, the bullies, and why most American investors have the cards stacked against them.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County. Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Paul Nichols, President