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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,...

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....

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...

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...

Understanding Sector Analysis

Understanding the movement of the stock market as a whole helps investors commit to their investing strategy and to manage their portfolios like a professional, but well diversified investors may find that understanding total stock market movements do not...

Your goals and your asset allocation

The single most important question for an investor to ask him or herself is, "Why am I investing?" The answer to that question will influence everything about the way you manage your portfolio. Your goals will influence everything about the way you manage your...

Who is certified to manage your assets?

Financial complexity drives investors to financial advisors, but professional help isn’t always what it seems. In fact, given the right set of tools, most people can overcome the complexity of the financial markets and manage their portfolios as well or better than a professional.