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October 2014

The Fee-Only Advisor Definition: Trick, or Treat?

Let’s face it: Halloween for investors knocking on Financial Advisors’ doors only spells “treat” if there’s a Fee-Only advisor on the...

What You Don’t Know About Variable Annuity Funds Could Postpone Your Retirement

The most complex of investment products on the market are variable annuity funds.  And with complexity comes opportunity…to the annuity seller. ...

The Anatomy of a Market Correction: Deflation, Inflation or Both? Noise, or Food for Thought?

When you consider the anatomy of a market correction, as defined as a decline of 10% or more, what truly contributes...

The Ultimate Buy and Hold Strategy: Worst Advice You Could Ever Get?

The worse advice you could ever get about the ultimate buy and hold strategy? Use this strategy 100% of the time....

Forget the S&P 500 200-day moving average, I agree with Warren Buffett

I’ve been sharing with clients that this type of market separates the “men from the boys.” Not so “PC” I suppose,...

MARKET ALERT: October 14, 2014

While these markets are NO FUN, this is where markets separate the “men from the boys.”  Will we take opportunity as...

How To Explain a Market Timing Update to Your Kids

Today’s rocky markets make for a market timing ses-pool.  So what better time to offer a brief market timing 101 session,...

Angles Q4 2014 Overview

Quiet the Noise (Listen to the Data): Below you will find a “temperature reading” on the market and the risk level...