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Social Media & Marketing Director
High School Basketball Coach
University of Cincinnati Graduate
Center of Fiduciary Studies Graduate


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One word - Premium.  That is what the Three Factor Model is about.  If you are going to invest in the market, invest in asset categories or sections of the market that add premium to a portfolio.  Market/Size/Value.  Watch the video for an explanation.

Video posted at 2:11 PM (3 hours ago) | Permalink

» The $3 Trillion 401(k) Rip-Off

Click the title to read an article by Dan Solin discussing the mismanagement of 401k assets by investment providers and plan sponsors.  Many plan sponsors have no idea that they are personally liable for the investment decisions they make on behalf of their participants.  It’s very easy: diversify globally, stay prudent and rebalance yet the lack of providers out there offering this type of vehicle makes it very hard to accomplish.

Link posted at 5:17 PM (5 days ago) | Permalink

01/26/2010

“ An economist is an expert who will know tomorrow why the things he predicted yesterday didn’t happen today. „
Unknown

Quote posted at 10:00 AM (1 week ago) | Permalink

How is it possible that someone like Jim Cramer can get things so wrong and still have people listen to their advice?  Quote from Navigating the Fog of Investing movie from an old proverb: He who predicts the future lies, even if he is telling the truth.

How is it possible that someone like Jim Cramer can get things so wrong and still have people listen to their advice?  Quote from Navigating the Fog of Investing movie from an old proverb: He who predicts the future lies, even if he is telling the truth.

Posted at 11:42 AM (2 weeks ago) | Permalink

» Seven Shocking Tips to Boost Your Returns by 400% (or More) - DailyFinance

Every investor needs a coach in order to be prudent and stay disciplined while investing in the market. This article by Dan Solin adds great support. Definitely worth a read.

Link posted at 12:18 PM (2 weeks ago) | Permalink

This is one of the funniest skits SNL has done this year.  I’m glad someone is trying to pay attention to the reckless spending spree our government is on.  Feel free to discuss.

Video posted at 10:02 AM (1 month ago) | Permalink

12/10/2009

Check this out.  This is a graph that shows how little experience the President and his cabinet members have at running a business compared to past President’s and their cabinets.
So, let me understand this.  The President wants to hold a jobs summit to really think about how to add jobs in America.  He plans to tell entrepreneurs how to add jobs, but he and his cabinet have little to no business experience whatsoever. What?
Better bring your “A” game Mr. President.

Check this out.  This is a graph that shows how little experience the President and his cabinet members have at running a business compared to past President’s and their cabinets.

So, let me understand this.  The President wants to hold a jobs summit to really think about how to add jobs in America.  He plans to tell entrepreneurs how to add jobs, but he and his cabinet have little to no business experience whatsoever. What?

Better bring your “A” game Mr. President.

Posted at 1:58 PM (2 months ago) | Permalink

11/02/2009

[Flash 9 is required to listen to audio.]

Great job by Paul Winkler and his son in this broadcast from his radio show discussing the Top 12 scariest things you can hear from your broker this Halloween.  Check out Paul at www.paulwinkler.net.

(Plays: 13)

Audio posted at 2:50 PM (3 months ago) | Permalink

Think social media is a fad? Check out this video.

Video posted at 2:34 PM (3 months ago) | Permalink

Here is a great clip of Alan Greenspan discussing the unpredictability of markets and the economy.

Video posted at 1:53 PM (4 months ago) | Permalink