Index To Portfolio Management Content

With the constant changing social political economic environment we live in today compounded by the influx of 24 hour news. It is easy to see why so many are overwhelmed with the management of their portfolio. A lot of the information we see today implies that ones portfolio constantly needs to be adjusted for the social, political, and economic climate. Nothing could be further from the truth. The reality, it's about construction and allocation of one's portfolio that determines their long-term success. A reactive vs proactive mindset does not serve investors well. If you're not sure you have a well diversified portfolio, request a portfolio MRI to learn what your portfolio looks like and if your getting "Market Returns".

Now what? Panic?

Burton Malkiel had a great article in today’s WSJ. Malkiel is a highly regarded professor from Princeton and the author of the investing bible, A Random Walk Down Wall Street. Here’s a link to the article:

http://online.wsj.com/article/SB10001424053111903366504576492512709525754.html

The title really says it all….Don’t Panic About the Stock Market, Investors who resist the urge to get out during rough times like this will be glad they did.

Einstein’s Insanity

You’ve probably heard Einstein’s definition of insanity…doing the same thing over and over again and expecting different results.

Seems that the majority of sophisticated institutional investors as well as individual investors could be deemed insane by Einstein’s definition. Seems like most people are looking for the money manager with the “hot” hand. This usually ends up with very disappointing results. Yet, investors continue the same process over and over again.

Listen to this short video were Larry Swedroe discusses this phenomenon.

http://moneywatch.bnet.com:80/investing/video/why-good-fund-managers-get-poor-results/6250481/?tag=video-river;video-load-river

Stock Pickers Market?

Just getting back from the Dimensional Fund Advisors (DFA) conference in Austin. Other than 104 degree temperatures, it was a great conference.

Anyways, I got to meet and talk to Eugene Fama and Kenneth French. They will probably win a Nobel Prize at some point for their ground breaking research on which our portfolios are based. They are some big brains!

I’d like to share with you a little of what French had to say. I love the consistency of his message. He doesn’t change with the wind. Based on his extensive research, he knows what works and he sticks with it through all market cycles. He only has ONE message.

Market Update April 2011

It's Your Money
It's Your Money
Market Update April 2011
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This week, Paul Nichols, the president of Financial Abundance gives a market update as of 4-7-11.

Financial Abundance, Inc is a Registered Investment Advisory Firm based in Centre County with offices throughout Pennsylvania.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

http://www.FinancialAbundanceInc.com or 866-867-5745

Thank you

What’s Your Investment Philosophy?

It's Your Money
It's Your Money
What's Your Investment Philosophy?
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This week, Paul Nichols, the president of Financial Abundance gives a market update as of 3-4-11 and talks about our investment philosophy. Have you purchased, “The Investment Answer” yet? We’ve talked about this great investing primer over the past few weeks and continue to promote it. Pick up a copy, you won’t regret it.

Financial Abundance, Inc is a Registered Investment Advisor based in Centre County with offices throughout Pennsylvania.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

http://www.FinancialAbundanceInc.com or 866-867-5745

Thank you

Interview with Dan Goldie, Author of The Investment Answer

It's Your Money
It's Your Money
Interview with Dan Goldie, Author of The Investment Answer
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This week, Paul Nichols, the president of Financial Abundance interviews the author of “The Investment Answer”, Dan Goldie. He and Dan sit down and discuss the reasons behind writing the book and what Dan hopes will come from the book being written and read by investors, both seasoned and those just starting out. After reading this book for yourself, pass it on to close friends and family! This is a must read for anyone who is serious about learning how to invest the right way.

Financial Abundance, Inc is a Registered Investment Advisor based in Centre County with offices throughout Pennsylvania.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

Market Update February 2011 & The Investment Answer

It's Your Money
It's Your Money
Market Update February 2011 & The Investment Answer
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This week, Paul Nichols, the president of Financial Abundance gives a market update (as of 2-14-11) and talks about the book, The Investment Answer. I just finished reading this fascinating book last weekend and it, almost precisely, encourages the academic method of investing that we have been advocating for years in our practice and in our coaching content. Upon finishing the book, I immediately ordered a case and have been handing out to close friends, family and clients as I believe this to be the best financial primer for anyone that seriously wants to take control of their financial future. This book was recently #1 on the Wall Street Journal’s Hardcover Business Best Seller Category and is now listed on my website as the number one book under recommended reading.

Market Update February 2011 & Listener Questions

It's Your Money
It's Your Money
Market Update February 2011 & Listener Questions
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This week, Paul Nichols, the president of Financial Abundance gives a market update (as of 2-4-11) and answers some listener questions. These questions were sent through the “Ask the Coach” link on our website. Submit any investing, retirement planning and insurance questions that you have for the “Investor Coach” and we’ll answer them on the air. Financial Abundance operates under the core belief that education plus understanding leads to clarity and confidence resulting in peace of mind.

Financial Abundance, Inc is a Registered Investment Advisor based in Centre County with offices throughout Pennsylvania.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

The Investor Dilemma

It's Your Money
It's Your Money
The Investor Dilemma
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This week, Paul Nichols, the president of Financial Abundance gives a market update (as of 1-26-11) and talks about the investor dilemma. What is the investor dilemma? Well, Paul talks about that and explains how a purely academic and scientific approach to the market makes investing quite simple. We review modern portfolio theory, dissimilar price movement and that the market is efficient. Listen in and find out more about why we subscribe to an academic approach to investing and how it can help you. Financial Abundance operates under the core belief that education plus understanding leads to clarity and confidence resulting in peace of mind.

Financial Abundance, Inc is a Registered Investment Advisor based in Centre County with offices throughout Pennsylvania.

The Rule of 72 Can Be Revealing To You

Have you ever noticed that the published 3 year, 5 year and 10 year annualized returns on your mutual funds and investments often show 10%+?  I’ve always found this interesting […]

Learning the Game

It's Your Money
It's Your Money
Learning the Game
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This week, Paul Nichols, the president of Financial Abundance gives a market update (as of 11-12-10) and gets a little fired up about how the market has been the best wealth producing tool known to man when they don’t chase the market and gamble with their money. Paul also talks about how not learning the rules of the financial game can cost you money. Financial literacy is one of the most important things to focus on, especially the closer you get to retirement. Financial Abundance operates under the core belief that education plus understanding leads to clarity and confidence resulting in peace of mind.

Financial Abundance, Inc is a Registered Investment Advisor based in Centre County with offices throughout Pennsylvania.

Investing Myths

It's Your Money
It's Your Money
Investing Myths
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Our podcast this week focuses on separating myths in investing. The myths that Paul and Deb talk about are Stock Selection, Track Record Investing, Market Timing and Cost of Investing. Let us know what you think and drop us a line if you have a subject for the Investor Coach!

Paul Nichols is the President of Financial Abundance, Inc., a registered investment advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

http://www.FinancialAbundanceInc.com or 866-867-5745

Thank you

Common Investor Mistake – Part Two

This week, Paul Nichols, the president of Financial Abundance talks about one of the most common investor mistakes that he’s noticed in recent times. That is, riding a losing stock […]

Portfolio Talk

It's Your Money
It's Your Money
Portfolio Talk
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This is Financial Abundance’s first podcast without a radio show attachment. This is a new format for us, a shorter show that’s more to the point and streamlined. Let us know what you think and drop us a line if you have a subject for the Investor Coach!

Paul Nichols is the President of Financial Abundance, Inc., a registered investment advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County.

Visit Financial Abundance’s website and send Paul Nichols a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

http://www.FinancialAbundanceInc.com or give us a call at 866-867-5745

Thank you

Dollar Cost Averaging – Portfolio Management

Paul Nichols of Financial Abundance posts a video blog to review an investment basic, Dollar Cost Averaging. This technique is used when you buy a fixed dollar amount of a […]