You’re Welcome!

Sometimes in life it’s not what you do that matters, it’s what you don’t do. One of the hardest things for an adviser to do is to demonstrate the value and worth they bring to their clients. Sometimes clients may ask questions like “Why am I paying fees? Can’t I do this myself? What am […]

Valentine’s Special: Learning to Love the Bear

With Valentine’s Day around the corner, love should be in the air but for many individuals fear reigns supreme. Take a short two minute break and learn to love the bear. Keep it real, Mark

Don’t Forsake International Diversification

Don’t Forsake International Diversification

Check out Zack Shepard’s appearance on Fox Business where he illustrates the premium available in small value stocks by highlighting a few of the holdings representative of the small value class. In addition, discussion surrounded investing in just the US vs. investing globally; right now many investors are myopically focused on just the US when […]

The Number of Companies You Should Own

Check out Zack Shepard’s appearance on Fox Business with Liz Claman and David Asman where he discusses portfolio diversification and how to offset market risk.  Leave me a comment and let me know what you think. Keep it real, Mark

How To Try To Get The Highest Returns From Your Portfolio Regardless Of What The Market Is Doing

In the list of my many network TV appearances, this one ranks at the top! Check out my latest appearance on Fox Business with Liz Claman and Dave Asman.  Investors are waiting for certainty before they dip into the market, but guess what, that certainty is never going to come. Leave me a comment and […]

Zack Shepard on Cavuto

Check out Zack’s debut on Cavuto discussing the greatest wealth creation tool known to mankind and the recent market volatility that may have investors on edge.  Leave me a comment and let me know what you think. Keep it real, Mark