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.

The Top Ten Money Excuses

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In his article, “The Top Ten Money Excuses,” Dimensional Funds Vice President Jim Parker suggests that we often deceive ourselves when it comes to our own money. How can this happen, one might ask? It can happen by constructing a façade of logical-sounding arguments that can often lead to decisions that are counter to our own long-term interests. Read on to learn about those top ten arguments and excuses along with how to avoid them.

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Portfolio Advisors' On-line Tools for Your Financial Questions

From time to time, you may have the need to calculate the cost of a loan, or you may need to calculate the impact of increasing or decreasing contributions to your retirement plan. You may be interested in knowing if it is better to lease or buy a new vehicle. Perhaps you are curious about whether an auto rebate is a preferable choice versus securing a lower interest rate.

A wide variety of on-line tools can be found on our website and can be helpful with these and other common financial questions. In addition to those mentioned, you can also find a 1040 tax calculator, an amortizing loan calculator and a Roth IRA Conversion calculator to name a few. These useful tools can all be found on the Portfolio Advisors website at Online Tools.

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Sharing the Wealth: The Case for Equities

Quiz Question: What do these companies have in common—Whitbread of the United Kingdom, Molson Coors of North America, Qantas of Australia, Honda of Japan, and Adidas of Germany?

Dimensional Funds Vice President, Jim Parker, provides the answer in his column “Sharing the Wealth: The Case for Equities”.

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Special Announcement

Portfolio Advisors, Inc. is proud to announce that Tina Mistry has completed her financial planning training and has passed the CFP® Certification Exam. She has obtained her Certified Financial PlannerTM certification, demonstrating that she has met the standards required by the CFP® Board.

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What Will You Remember From 2011?

The year 2011 could be remembered for the unsettling volatility seen in the S&P 500 index, a measure of large company US stocks. January offered a promising start with a 2% gain and by April, the S&P was up 8%. Wobbling followed during May and June, and volatility really began in mid-July with the index diving 17% in just 11 days. In August, the index rose or fell 4%+ on 5 of 6 consecutive days.

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