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Meet us at #FinCon16

From September 21st-September 24th, we will attend FinCon16, a money and media conference. During the conference, we will compete in the FinTech Startup competition. We're excited to show off our professional grade software for the everyday investor. Big or small,...

Good or bad isn’t enough when choosing stocks

My first stock purchase ever was 40 shares of DPS. I loved Dr. Pepper, and I googled, "Is DPS a good stock?" Apparently, the answer was yes, because I proceeded to dump most of my life savings (a hair over $1000) into the stock. Nobody accused me of being a...

Don’t Crowdfund Investing Advice

Most people think they've risen above petty behaviors like following the crowd. But, when it comes to investing have you? Investing news and prophesies crowd internet forums, traditional media outlets, and personal finance blogs. Salespeople selling complicated...

The Audacity to Invest

You can invest and achieve professional results It is no secret that most investors under perform the standard S&P 500 benchmark. Poor behaviors like chasing past performance, neglecting asset allocation, and succumbing to emotion in bear markets leaves average...

Seeking Alpha? 3 places you shouldn’t look

If you're the average investor, you're below average. According to the Dalbar Quantitative Analysis of Investor behavior, over the last 20 years, investors under-performed the markets by a whopping -4.66% annually. That's an alpha of -4.66% compounded annually....

Your Investing Timeline

Elections, Brexit, Initial Public Offerings, changes in the Federal Reserve Rate. The marketplace changes at breakneck speeds, but the changes to the world don't have to result to changes in your portfolio. When it comes to investing, one of the keys to success is...

Self Control as a Strategic Advantage

Investment gurus want to profit by convincing you of their financial wizardry, but they don't have your best interests at heart. The only way to avoid falling under their spell is to practice self control. Practicing self control allows DIY investors to stick to their...

3 Things to Do Rising Interest Rate Environment

The Federal Reserve Rate and other interest rates sit near historic lows, and most economists and market forecasters predict that the United States is moving towards a rising interest rate environment. In the current environment, even small interest rate movements...

The Individual Investor’s Trap

My inbox often gets filled with new tools just for financial advisors.  They all tout some new way to allow advisors to manage their clients accounts.  There is Wealthscape by Fidelity, that allows for client rebalancing and portfolio management. How about Veo by TD...

Sector Performance and Economic Cycles

On any given day, stock prices move so quickly that it is impossible for any single person to understand why. However, over a longer periods, stock market patterns emerge. In general, the market cycle begins from a market bottom after which stock prices rally during a...