Category: Featured


 
Expectations & Emotions: Investors Biggest Dangers
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Expectations & Emotions: Investors Biggest Dangers

Most investors are their worst enemies when it comes to investing along with the corrupt marketing system of selling investments that we call Wall Street & brokerage firms (and their minions: Financial Salespeople).  Not understanding our risks in an investment strategy, falling prey to clever marketing and ‘Past Performance’ along with emotions that sidetrack us [...]

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Invested Properly: 2008 & 2009 were fun but you’re back even or better!

The market was wild in 2008 and 2009 but if you maintained focus, kept to your investment strategies and rebalanced you were highly successful! Blue Ocean Portfolio’s, utilizing low cost index and Exchange Traded Funds, did what they were supposed to do in 2008 and 09. Watch the video to see how you [...]

Congress Rejects Bill To Force Stockbrokers/Advisors To Act In Clients Best Interest
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Congress Rejects Bill To Force Stockbrokers/Advisors To Act In Clients Best Interest

Jason Zweig from the Wall Street Journal discusses how the Congress rejected the bill requiring stockbrokers and insurance agents to put consumers interest first.  The only people giving independent advice conflict free are Registered Investment Advisors.

401k/Trustee Directed Plans – Excerpt from 02.21.10
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401k/Trustee Directed Plans – Excerpt from 02.21.10

Bryan and Jim continue discussion about 401k plans and the high fees associated with choice vs. the lower fees of trustee directed plans. For most plans under $6 Million Dollars, the costs of 401k plans can be rather prohibitive, ranging in the 2.5% to 3.5% category when all costs are figured in. In [...]

 
icon for podpress  Trustee Directed Plans - 2.21.10 [10:58m]: Play Now | Play in Popup | Download
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Common Investing Mistakes

(click on title to watch the video)
As the new year approaches and stock picks galore are posted on websites, magazines and television shows, remember the basics of investing.  This video will also help us learn why so many investors and professionals receive abysmal returns and always seem to be making the wrong moves.

Prepare For A Market Crash!
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Prepare For A Market Crash!

I Can’t Believe I’m Saying It, But Here It Goes:

The Market Will Be Crashing Soon—Prepare!
(This is a MUST READ to protect your future)
Most of you know me as the common sense investing and financial planning coach who is there revealing the ‘crooks of Wall Street’ and the other con games that are perpetrated by [...]

Point Counterpoint:  Deflation or Inflation Ahead?
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Point Counterpoint: Deflation or Inflation Ahead?

(Click on the title to watch the video)
As with anything going on there are always two sides to every story.  When it comes to investing that is especially true.  So many people are afraid of Inflation but there is still a strong case for potentially Deflation (things becoming worth less money).  In order to protect [...]

Brokerages Should Prepare For A Fiduciary World (putting clients first)
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Brokerages Should Prepare For A Fiduciary World (putting clients first)

Great ‘insider article’ describing how currently brokers and brokerages must act in a ’suitable world’ in which they just have to show that invest recommendations they made were suitable, although not necessarily the best for an investor.  In addition, when it comes to special offerings, IPO’s and other specialty items that brokerages create or are [...]

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Worst First Quarter Ever! (Originally Posted 4.21.09)

The Market was killed in the first quarter of 2009 and most investors fled for the exits. The Financial Coach on April 21, 2009 related the worst first quarter and the Business Week article by bringing up the facts of how markets work and how as an investor you cannot fall prey to fear [...]

Gold and The Dollar–What’s Happening?
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Gold and The Dollar–What’s Happening?