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.

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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A New Service from Portfolio Advisors - Social Security Planning

A New Service from Portfolio Advisors - Social Security Planning

By Mike Leffler 

In taking a look at our clientele, and where our new business comes from, we see that we have a natural connection with pre-retirees. Pre-retirees, people who have five years or less until retirement, often have many financial needs. No longer are pensions predominant in which fewer decisions are required of individuals. Now, tax deferred retirement plans such as 401(k)s, 403bs and 457 accounts are the norm.

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