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Fee-only vs. Fee-based: The Dirty Little Secret All of us at Wealth Advisor Group make a big deal about being a fee-only Registered Investment Advisor. We shout it from the rooftops whenever given a chance. If you look at the three-ringed logo in the upper right corner of this letterhead, note that one represents the importance of objectivity in the investment process. We, and virtually all other independent, unbiased experts, believe that fee-only investment management is the supreme way to sh...
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One Bad Apple Can Indeed Spoil the Whole Bunch Former superstar Michael Jackson has made some blunders in his career. Included on this list would be dangling his child out of an upper-story window, and having sleepovers with inappropriately aged bedmates. But for our purposes, his biggest mistake occurred much earlier in his life, when he, Tito, Jermaine and the other two brothers sang the lyrics “One bad apple don’t spoil the whole bunch, girl!” Poor grammar aside, that statement was pate...
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Conventional Market Wisdumb The wisdom floating around the investment world is vast. If you doubt that statement, just ask almost any highly paid Wall Street guru and they will confirm just how wise they are. All this pent-up brilliance usually filters down to the average investor as a type of conventional wisdom. Remember, a wise man once said that conventional wisdom is information you overhear at a convention. That unfortunately means that your mentor might be wearing a hat with a tassel or ...
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A Coin Toss Many investors, both amateur and professional, believe that they can beat common stock market benchmarks, such as the Dow Jones Industrial Average, the S&P 500 Index, etc. All of our country’s top universities offer business degrees in finance, and the top brokers, bankers and mutual fund companies pay their managers top dollar to determine what to buy and sell and when to do it. So naturally, being able to outperform an industry benchmark shouldn’t be too difficult—wouldn’t...
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Indexing Is Not Enough Sometimes when a sophisticated investor first learns about Wealth Advisor Group’s adherence to Modern Portfolio Theory and asset class investing, they will immediately exclaim, “You must be ‘Indexers’”. Translated, that means they think WAG uses all index mutual funds to build our clients’ portfolios. They are wrong. In fact, we are currently using only three index-based fund vehicles to represent three of the 15 specific asset classes our clients can hold in their ...
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