Good News from China

Don’t forget to sign up to see Doug at the San Francisco Money Show! He’ll be giving several presentations on ETF investing and we highly recommend this great show, especially if you’ve never attended before.

As you probably know, we have changed and expanding our newsletter: Successful ETF Investing. If you haven’t seen our new newsletter and you are interested, please send an email to askdoug(at)dougfabian(dot)com with your name and street address, and we will send you a complimentary copy.

A few things to note about the world markets right now:

  • China has broken out
  • U.S. markets seem to be stalling out, but other areas of the world are moving well
  • Japan and Europe are also stalling

Overseas markets have seen a lot of action, particularly in the emerging markets, despite the flat-line in the more established markets, such as the U.S. and Europe. The bond market continues to be strong and interest rates seem to be staying quite low, which is good for bonds. We are seeing big profit growth in the industrial sectors of China, and easing access for Chinese investors and us to buy into the Chinese stock market. Banks over there are improving and we are seeing Wall Street’s negative sentiment toward China begin to turn around.

If you have questions about how to incorporate the emerging markets into your portfolio, or if you simply need a wealth management tune-up, call our offices at 800-391-1118 today.

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Video Update: The Case Against Mutual Funds

For more detail and information, please watch the full video update from Doug Fabian here.

Here are Doug’s main reasons for choosing ETFs instead of Mutual Funds in the “Case Against Mutual Funds”. Mutual Funds are:

  • Too expensive
  • Not tax efficient
  • Not index based
  • Too hard to access
  • Not liquid enough
  • Not innovative enough

For these reasons and more, Doug Fabian and Fabian Wealth Strategies are excited about the opportunities presented in ETFs rather than Mutual Funds. For more information on ETFs and how they can help your portfolio, check out our weekly podcast, here and video update, here.

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Blog Redeux – Investing Advice for Every Decade

A couple of summers ago, we did about a month-long series on investing advice for your 40′s, 50′s, 60′s, 70′s and 80′s. It’s always wise to take some time for personal finances, and we thought that since it is “halftime” in the markets this year, we’d revisit some of Doug’s great personal finance and investing advice again.

Enjoy revisiting these articles and remember – if you have questions or need personalized input on your portfolio, please call our offices today at 800-391-1118.

Investing Advice for Your 40′s

Investing Advice for Your 50′s

Investing Advice for Your 60′s

Investing Advice for Your 70′s

Investing Advice for Your 80′s

Also, don’t forget about our other great investing resources – Doug’s Monday Morning podcast (found here) and our fantastic newsletters at

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Video Update: What Kind of Investor Are You?

It’s important to select your strategy for investing. Are you a growth investor (aggressive), an income investor (conservative)? This has nothing to do with age, but it has everything to do with risk tolerance.

The determining factor is how much tolerance you have for risk, and how quickly you need or want to grow your money. This is an important thing to consider – many investors simply put money into the latest thing without considering the strategy they’re using, and those investors often get burned. Paying attention to your goals, your risk and your allocation is vital for healthy investing.

Through Exchange Traded Funds, you have a wide variety of both domestic and international companies and equities. You can build your own portfolio through ETFs and invest in sectors, industries and specific companies much easier than you can with Mutual Funds. ETFs are also much easier to exit out of, rather than the old “buy and hold” philosophy, which can help reduce your risk. Both growth and income investors can find the right ETFs for them. If you want more information about ETFs and how to invest for your goals and plans, please consider subscribing to our Successful ETF Investing newsletter.

For more information on this topic, watch the full video here.

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Personal Finances: Some Reminders

Right now, Doug is having annual reviews with his clients, discussing personal finances and investing ideas. This season leads us to consider how we can help you and our clients with personal finances and overall financial health.

Here are a few reminders for you, as you consider your personal finances:

  • Beneficiaries – You need to look at these from time to time and make sure that these are up-to-date and correct for your life now. Particularly if you’ve had a loss or other change in your life, this is an important step.
  • Trustees – If you have $100,000 or more in net worth, you must have a revocable living trust, in our opinion. Instructions to the courts, the IRS, your financial advisers and others are critical for if something should happen to you. You need to look at who those trustees are and if that is still appropriate.
  • Spousal support – If you have a pension or something similar, and your spouse does not, you need to look into how to care for your spouse should something happen to you and your pension go away.
  • Assets inventory – Know where you own property, what those assets are doing for you and why you own them. Many people have personal affects that are worth a great deal and you need to know what you own and what your debt and assets are.
  • Strong financial team – A financial adviser, CPA, realtor, family, friends, business partners and others can all be part of your team, and the quality of those individuals are key to your success in personal finances.
  • Capital preservation/exit strategies – You need to have an exit strategy for your investments and be aware of your risk tolerance and how to preserve your capital. Risk is always a factor in investing, but we believe that more volatility may be on the way.

If you have questions about these ideas or you need more information about these reminders, please email Doug at askdoug(at)dougfabian(dot)com.

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Strategy When Investing

Strategy is when you take an investment idea and you start to implement it. Using strategy – not just buying and selling, but using an overarching idea and concept – is vital to smart investing.

Equity markets are in an uptrend right now, with low volatility. Markets get spooked from time to time for a day or two, but nothing has disturbed the overall uptrend so far. Our preference right now is the emerging markets, particularly China.

Dividend strategies are all working right now, as well as floating rates, which are a good investment and very low-risk at this time.

Commodity investments are also working right now. Oil, energy, precious metals and other commodities are showing great movement for investors, and ETFs are a terrific way to invest in commodities.

Decide which strategy you’re following for each position in your portfolio, and stick to it. All strategies stop working at some point in time, so it’s important to be flexible, be alert and know what your risk tolerance is in your investments.

If you’re unsure about your strategies or feel you need more guidance in your investing, call our offices at 800-391-1118 for a wealth coaching session. Doug will be happy to sit down with you and go over your goals and your portfolio. You can also email questions to askdoug(at)dougfabian(dot)com.

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Announcements from Doug Fabian

If you are not a client of Fabian Wealth Strategies or a subscriber to Successful ETF Investing, we strongly encourage you to check out the special offers at right now. We have specific portfolios, buy/sell signals and other fantastic information for you as you invest with ETFs.


We have upgraded our weekly video updates, and we are giving a ton of great information about ETF strategies and quick investing tips for savvy investors. If you haven’t been watching our video updates, click above to get caught up and check them out.


Doug is still offering Wealth Coaching discussions! If you need guidance with your portfolio or if you just want new strategies for your money, this is a perfect opportunity for you. To sign up, call our offices at 800-300-3684 to arrange for a one-on-one meeting with Doug and hear his insight into your investments.


If you’d like to see Doug present his investment ideas live, sign up for the San Francisco Money Show, coming up in August 2014. Doug will be offering several presentations and would love to meet you in person. Click here for information and tickets.

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When Will Politics and Policy Matter to the Financial Markets?

Like many of you, we wonder when the policies of our own government will affect our investments. As you know, the politics and economic policy of the world and our own country are worrisome and very unusual. National budget deficits and surprising Central Bank action around the world has made an interesting investing market around the world.

National debts and deficits can handle higher interest rates, and so we’re watching those. It’s not something that we are worried or stressed about at this point, but we are aware and staying on top of this issue, in case it becomes a serious concern.

We have a U.S. Presidential approval rating of 44% and people are getting seriously upset about the direction of the country, and Congress is doing even worse at 7% approval. The IRS scandal, the VA scandal, the immigration problem on the border with Mexico, and other current affairs are still not affecting the markets. We are preparing for the day when these news items significantly affect our investments and we are ready for a crisis if one should come along.

If these news items concern you and you want to be prepared as well, please call our offices at 800-391-1118 and let us help you consider your portfolio in light of recent policy and political affairs.

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New Complete ETF List Available

The new complete list of all Exchange Traded Funds is available now on! Please take the time to download this list and use it for your investing plans – it is comprehensive and very helpful for any level of investor who might be interested in using ETFs.

Also, keep in mind that Doug will be presenting at the San Francisco Money Show in August, and we’d love to see you there. All investors are welcome and it’s always a great time in San Francisco.

We think it’s important for every investor to look at their portfolios right now, at the halfway point of the year. This mid-year evaluation might be even more important that the January evaluation, so be sure to take the time out of enjoying your summer to pay attention to your investment portfolio. If you’re not sure how your portfolio is performing or if you need direction to accomplish your investing goals, please call our offices at 800-391-1118.

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Video Update: Halftime

We are entering the 2nd half of 2014, and it’s time to look closely at your investments. Look at your big picture allocations and where you may have under-performing assets in your investment portfolio. What is right for you? Are you a growth investor or income investor?

Income investors are more conservative, and in the world of ETFs there are wonderful options for both growth and income portfolios. Whether you are a risk-taker or a conservative, safe investor, you can find an ETF that’s right for you and your goals.

For more information on these topics, watch Doug’s full video here.

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