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.

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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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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