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".

Stick a Stake In It Already!

It's Your Money
It's Your Money
Stick a Stake In It Already!
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Altoona- The market has been on a wild ride! The Fed continues to speculate as to whether they’re going to raise interest rates or keep interest rates as they are…..this sends the wrong message to the market speculators creating chaos. This week, the market update includes a dose of common sense and reality. Stockpicking, market […]

Short and Sweet Market Update

It's Your Money
It's Your Money
Short and Sweet Market Update
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This week on “It’s Your Money”, we have a short and sweet market update. The market has been turbulent as of late, primarily due to the continuing debt saga in Europe. Asia, more specifically China, has been dealing with some currency issues and have been creating uncertainty and speculation as the result. These things are […]

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 […]

Is It Gambling or Is It Investing?

It's Your Money
It's Your Money
Is It Gambling or Is It Investing?
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This week, Paul focuses on the usual market update, coupled with the three most common investor mistakes. These are mistakes that happen every day, they are…almost encouraged by the industry. The transactional costs that results from mind boggling trading volume daily, creates a huge windfall for the financial services industry. The vast majority of this […]

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 […]

Buckle Up, It’s Getting Turbulent!

State College, PA – I learned aviation slang for turbulence is called dirty air. What has been going on in the market is like dirty air? Recently we have seen the wildest ride on the Dow Jones industrial average in 17 years. Dow Jones is a representation of how large companies are doing and we […]

Market Timing

It's Your Money
It's Your Money
Market Timing
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State College, PA – This week, Paul Nichols, the investment coach and host of “It’s Your Money”, discusses market timing in investments with the current Ukraine issues along with the market update. As you may have noticed, Monday had a big drop with only a bigger gain to come the next day. When it comes to retirement planning there is […]

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’ […]

Tax Planning and Madoff’s Accountant

It's Your Money
It's Your Money
Tax Planning and Madoff's Accountant
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This week, Paul Nichols, the “investor coach” and president of Financial Abundance, a registered investment advisory firm in State College, Pennsylvania, once again pulls back the curtain on the financial services industry. This show focuses on the market update as of 9/26/13, taxes, and the recent news of Madoff’s accountant.

The Boys of Summer: 2013 Market Returns

The Dow Jones Industrial Average (DJIA) index is up 13.8% half-way through the year.  The Standard & Poor 500 (S&P 500) index is up almost as much, at 12.6%, but the markets didn’t rise over the last six months in a straight line.   They rarely do. The markets were all over the place.  Sometimes up, sometimes down, especially over the last […]

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 […]

Social Security Benefits and the Global Investment Performance Standards With Investing

It's Your Money
It's Your Money
Social Security Benefits and the Global Investment Performance Standards With Investing
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This week, Paul Nichols, the “Investor Coach” and president of Financial Abundance, a registered investment advisory firm in State College, Pennsylvania, once again pulls back the curtain on the financial services industry. This show focuses on the market update, Social Security benefits, and most importantly defines Global Investment Performance Standards (GIPS), and what that means […]

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 […]