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I’ve been writing alot about passive investing (which anyone can do) and detailing pretty much how I run my business. One may think I’m giving away all the secrets, giving away the shop.

Why would I want to do something like that? If you show clients how its done then clients won’t need you, right? If you’re taking a passive investment approach then what am I paying you to do? to choose investments that I can pick myself?

There certainly is surface risk here but there’s risk in everything. It also bears noting that anyone can piece most of this stuff together, from various media sources, but I hope what will differentiate this site is the fact that you can find a lot of it in one place, one stop shopping:)

Continue Reading “Giving away the shop gladly!”

As I’ve stated before, I use ETF’s (Exchange Traded Funds) to construct the majority of our client portfolios. I started using ETF’s in the early 2000’s and have never looked back.

Since then, many different companies have brought 100’s of new ETF’s to the marketplace.

These days, there is no shortage of ETF’s to choose from… you can build a wonderfully diversified portfolio, using ETF’s of different sizes, styles, asset classes– from international ETF’s to a specific emerging marketplace (i.e. Brazil, Russia, South Korea, etc.)

So without further ado here’s 5 reasons I love ETF’s:

Continue Reading “5 reasons I love ETF’s”