Portfolio Advisors Blog

Our Blog postings occur from time to time when we have an interesting article or opinion to share. We hope that you will find our postings of interest and encourage to forward them on to your family and friends.


When you join Portfolio Advisors, you join our family. Developing and maintaining strong personal relationships with our family of clients is fundamental to our way of doing business and one of the reasons why many of our clients have been with us since the beginning, over twenty years ago.

A Transformed Investor's View of Market Uncertainty

Markets have been up and down this year, which can alarm many investors.  During periods like these, hearing stories about how other people deal with uncertainty can be helpful. 

Our story is from Dave Goetsch, an executive producer of the popular television show, The Big Bang Theory.  Even though he and other writers on the show make common sense out of complicated science for a living, Dave used to respond to market fluctuations with panic rather than logic.  His point of view has changed fundamentally when he learned that there was a different way to think about investing and discovered a new path for his financial life. 

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Tuning Out the Noise

You will recognize many of the headlines and voices in "Tuning Out the Noise" as viewers are taken on a two minute journey through the "lost decade." The video features the media's amplified coverage of headlines and points to the positive outcome that a disciplined investor could have experienced in the recovery.

Click here to view Tuning Out the Noise

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Dimensional Fund Advisors Ranked by 1,544 Advisors

At Portfolio Advisors, we strive to achieve a positive financial experience for our clients and believe that an important part of that experience is through the use of low cost, highly diversified mutual funds.  Dimensional Fund Advisors' mutual fund offerings help us to ensure that these, and other important objectives, are met for our clients.  We thought it noteworthy that 1,544 other advisors share this opinion as voiced through a recently conducted survey by Advisor Perspectives, an interactive publisher for Registered Investment Advisors (RIA's), Wealth Managers and Financial Planners.  The survey asked advisors which asset manager they would recommend to their peers, and Dimensional ranked number one in the majority of the categories, including the fund family which advisors are most likely to recommend.     

Click here to view the results from the Advisor Choice AwardsTM

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2018 Retirement Calendar Checklist

Whether you're retired or preparing for retirement, our 2018 Retirement Calendar and Checklist can be a valuable planning tool. This retirement checklist serves as a great reference for important dates, details, and deadlines throughout the year. We at Portfolio Advisors are here to answer any questions that you may have and to assist you with your planning needs.

Click below to access our 2018 Retirement Calendar Checklist

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Nine Experts, Four Surprises, and One Million Dollar Bet

For many investors, 2017 was a paradox. The harder they tried to enhance their results by basing investment decisions on current events, the more likely they failed to capture the rate of return the capital markets delivered.

Dimensional Fund Advisors Vice President Weston Wellington's article entitled "Nine Experts, Four Surprises, and One Million Dollar Bet," is a great read providing a healthy dose of reality and perspective. Wellington's piece not only tells you where the experts got it wrong, but also addresses "The Million Dollar Bet" made between Warren Buffet, chairman of Berkshire Hathaway, Inc., and Ted Seideds, a New York hedge fund consultant. If you aren't familiar with this public challenge, made by Buffet, you may want to read this.

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2017 Market Review

At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea's weapons buildup, and other factors. The global equity markets defied their predictions, with major equity indices in the US, developed ex-US, and emerging markets posting strong returns for the year.

The broad global advance underscores the importance of following an investment approach based on diversification and discipline rather than prediction and timing. Attempting to predict markets requires investors to not only accurately forecast future events, but also predict how markets will react to those events. The 2017 markets were a good reminder that there is little evidence suggesting either of these objectives can be accomplished on a consistent basis.

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.  Please click the link below to learn more about whether an investor should consider investing in Bitcoins.

To-Bit-or-Not-to-Bit_-What-Should-Investors-Make-of-Bitcoin-Mania.pdf

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Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half of its value over the next year and a half during the global financial crisis. What are the lessons for the next crisis? This, another article with the benefit of hindsight, provides a useful perspective for investors. To read the article please click here: Lessons-for-the-Next-Crisis.pdf

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A Look Back at 2016 - Weston Wellington

Weston, many of you may recall, spoke at our Speakers Forum and Reception two years ago and is well known for his compelling talks and prolific writing. In his piece 'A Look Back at 2016", Wellington says, "Every year brings its share of surprises. But how many of us could have imagined that 2016 would see the Chicago Cubs win the World Series, Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected president, and the Dow Jones Industrial Average close out the year a whisker away from 20,000?"

This short piece is worth the read. Please click the link below to read the full story.

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How to Respond to a Data Breach

We are often asked by those who may have experienced a personal security breach, or may have been the victim of identity theft, what actions they should take. A good reference piece has been prepared by Charles Schwab, and we felt it useful in answering questions related to the steps to take after having been a victim of such a crime. The piece notes, "Time is of the essence, whether your personal data has been compromised as part of a larger cyberattack, or you are the victim of an individual cybercrime. You'll need to take immediate action to minimize the impacts." The piece provides steps that you should take and how to respond within the first 24-48 hours, as well as valuable suggestions, websites, phone numbers and email addresses to be utilized should you become a victim.

While we at Portfolio Advisors are not experts in this area, some of our staff members have been victims themselves and may be of assistance to you in helping answer questions that you may have.

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Latest Blogs

Portfolio Advisors
12 April 2018
Markets have been up and down this year, which can...
Portfolio Advisors
12 April 2018
You will recognize many of the headlines and voice...
Portfolio Advisors
12 April 2018
At Portfolio Advisors, we strive to achieve a posi...
Portfolio Advisors
12 April 2018
Whether you're retired or preparing for retirement...
Portfolio Advisors
29 January 2018
For many investors, 2017 was a paradox. The harder...
Mike Leffler
11 January 2018
By Mike Leffler  In taking a look at our clie...
Portfolio Advisors
08 January 2018
At the beginning of 2017, a common view among mone...
Portfolio Advisors
08 January 2018
Bitcoin and other cryptocurrencies are receiving i...
Ken Hatfield
21 September 2017
By Ken Hatfield Financial Advisor, Partner Portfo...

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