The 3rd quarter is a wrap! How'd markets do? 3rd quarter 01/01/2019 - 09/30/2019 US Stocks 1.08% 19.90% Global Ex-US Stocks -1.58% 11.42% Total Bond Market 2.40% 8.60% First thought: Framing is everything You may look at the quarterly return of a diversified … [Read More...] about Quarterly Thoughts (3rd Quarter 2019)
Mark Meredith, CFP®
Mark has been a financial advisor since 2010, after earning a Bachelor’s degree in Finance from Eastern Illinois University. In 2018, he was name by Forbes as one of the top 1,000 financial advisors from the next generation. After 7+ years as a financial advisor with a local community bank, he decided the only way he could serve people in the way he thought was best was to open an independent fee-only firm.
Simple, Common Sense Pricing
You shouldn't have to pay more for the same service, just because the value of your portfolio is growing.OVERVIEW OF SERVICES
Under $300,000 in Assets
0.90% of assets under management ($1,800 annual minimum)
0.90% of assets under management
Flat annual retainer fee of $6,750
My junior year at Eastern Illinois University I took a course called "Financial Markets: Commodities, Derivatives, and Securities". Riveting stuff. Our professor, Dr. Crystal Lin, asked us to participate in an enhanced version of the "stock market game". The stock market game has become pretty … [Read More...] about The Stock Market Game
When an investment strategy is declared as "dead" or "no longer working" there's a reasonable chance it is about to work again. Take for reference this article from CNBC posted in November of 2008, The Death of Buy and Hold. The article claims that buy and hold investing is broken and no longer a … [Read More...] about Is Small Cap Value Investing Dead?