Index To Portfolio Management Content

With the constant changing social political economic environment we live in today compounded by the influx of 24 hour news. It is easy to see why so many are overwhelmed with the management of their portfolio. A lot of the information we see today implies that ones portfolio constantly needs to be adjusted for the social, political, and economic climate. Nothing could be further from the truth. The reality, it's about construction and allocation of one's portfolio that determines their long-term success. A reactive vs proactive mindset does not serve investors well. If you're not sure you have a well diversified portfolio, request a portfolio MRI to learn what your portfolio looks like and if your getting "Market Returns".

Large US Companies’ Cautionary Tale

State College, PA – Large growth companies have been the top performing asset class for the last several years starting back in 2014. They have been better than small and value companies by comparison in six of the last seven years.  This environment does create pause for the academic minded investor knowing the historic reality […]

Summarizing Portfolio Construction

It's Your Money
It's Your Money
Summarizing Portfolio Construction
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The current economy is booming. The bull market is on a record run. The consumer confidence at an 18-year record high. With everything in the news, there has been a lot of speculating in the current stock market. Paul asks the question, does the social and economic climate really have a pull on the market? […]

College Planning: Student Loans

It's Your Money
It's Your Money
College Planning: Student Loans
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Ashton Immel talks about college planning and how you treat your student debt load has never been more important than it is today. The historical amounts of debt that college graduates are coming out with is mind boggling. The debt is so enormous that it is considered the next bubble and now higher than credit […]

April’s Market Update

It's Your Money
It's Your Money
April's Market Update
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In this podcast, Paul Nichols, the host of “It’s Your Money” does a brief market update encompassing February, March, and April of 2017. We also have a little input on how 2016 closed. We talk about how important international companies are when it comes to portfolio allocation and portfolio construction. Education leads to clarity, clarity […]

Why Is the Stock Market the Only Bright Spot for the Economy?

It's Your Money
It's Your Money
Why Is the Stock Market the Only Bright Spot for the Economy?
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This week’s market update includes common sense comments on the rationale as to why Donald Trump mentioned the stock market is the bright spot in our economy. Pulling back the curtain to explain why the stock market is the only area of recent years that has shown any hopeful economic signs. Unfortunately with the government intrusion, it’s not what it always appears to be. Get the real scoop once again as Paul pulls back the curtain on the financial services industry and exposes the truth about money and investing, brought to you by Financial Abundance.

What’s the NASDAQ?

It's Your Money
It's Your Money
What's the NASDAQ?
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On this week’s It’s Your Money podcast, Investor Coach Paul Nichols pulls back the curtain and finds “What is the NASDAQ” as it recently hits new highs. He will also go over the normal market update and a brief review of three of the biggest mistakes investors make related to long-term goals.  

A Broken Record

The more I study my industry, the more I’m noticing that the news of pessimism, fear, and greed, are always in cycle and at play. The more I identify these strategies and share them, I know I must sound like a broken record. The sensational opinion laded broadcasts are starting to actually become a daily […]

Do Not Give Up

For those of you that know me, you know that I am an eternal proactive optimist, balanced with a dose of realism, and a sprinkle of discernment. I have always prided myself on the ability to take complex issues and simplify them, that is my unique ability and why I love coaching so much. As […]

British Go…”Cheerio”?

It's Your Money
It's Your Money
British Go..."Cheerio"?
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On this week’s “It’s You’re Money” podcast, Paul Nichols offers a commonsense view of the European Union and the aftermath of the UK’s exit. With a midyear Market Update and an overview of the ‘Basics of Investing’, we see the news once again, hypes the realities of any fall out. When it comes to Investing, […]

20 Investment Questions

What if everything you thought you knew about retirement planning and investing turned out to be incorrect, when would you want to know? Once you did know would you do something about it? The real battle for investors comes when they attempt to exercise discernment not knowing or understanding the mechanisms involved. In other words, […]

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 […]

If You Can’t Beat Them, Join Them

Lewisburg, PA – The goal of investing is to get an overall market return. The stock market consists of large cap, small cap, micro cap; value and growth; developed international large, emerging markets, emerging small, and emerging value companies. Additionally, there is fixed income, cash, T-bills, and bonds. A broad based, global portfolio may hold […]

Market Update: November 2015

It's Your Money
It's Your Money
Market Update: November 2015
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This week on “It’s Your Money’, Investor Coach Paul Nichols pulls back the curtain and exposes the truth about investing. He focuses on a market update with a well-rounded overview of the basic truths of prudent investing.

The Basics of Investing

It's Your Money
It's Your Money
The Basics of Investing
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This week Paul offers up another market update. He focuses on some of the academic truths of investing and discusses some of the basic investing rules. It is always important to get back to the basics whenever things are out of sorts. The recent volatility brought on primarily due to monetary supply policies, or lack there of, have created some speculation or short term market noise.

Interest Rates & The Price of Tea in China

It's Your Money
It's Your Money
Interest Rates & The Price of Tea in China
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This week Paul discusses the current market conditions with the usual market update. 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. This podcast discusses the significance of the price of tea […]