Here I will present you with information about two mystery companies that operate in the same industry (which is a cyclical one) and are competitors of one another. Company A Highlights Founded in 1908 $144 billion in trailing 12 month revenue, and consistently $130 billion+ in annual … [Read More...] about Why Stock Picking is Hard
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.
Recent Posts
A Market Timing Strategy That Works?
"The idea that a bell rings to signal when investors should get into or out of the market is simply not credible. After nearly 50 years in this business, I do not know of anybody who has done it successfully and consistently." -John Bogle Conventional financial advice would suggest market timing … [Read More...] about A Market Timing Strategy That Works?
Complification
Financial advisors are often encouraged to outsource the portfolio management portion of their business in order to scale their practices. This is not always a bad thing, as some advisors tend to be more focused on budgeting, estate planning, insurance etc. they do not have the time or desire to … [Read More...] about Complification