What Does a Successful 2017 Look Like for You?

Are you at a point in your life where you feel that you have economic freedom?

Have you meticulously built an impressive portfolio to carry you through your life, giving you peace of mind?

Can you sit back, relax and enjoy the rest of your life from the comfort of your beach chair?

If you are like most people, the answer to that is probably “no”. If you watch the stock market, it just happily keeps climbing and things are looking promising, but most people still can’t relax. Are you feeling anxious about where your portfolio stands?

It’s not too late to become a better investor. The first step is to actually participate. You have to take action steps to secure your economic freedom.

“The successful person will profit from his mistakes and try again in a different way.” – Dale Carnegie

Start by taking some action steps that move you closer to financial freedom and that peace of mind. Start by making a list of valuables, or a living trust and actually putting your assets into it, or filling out a document with your spouse that has all of your accounts listed with account usernames and passwords. These seem like such small things, but they are so important.

“People spend too much time on what is urgent and not enough time on what is important” – Stephen Covey

Listen to this week’s podcast for more tips and information about how to take action with your money.

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Fabian Wealth Strategies Joins Mercer Advisors

February 1, 2017 – Mercer Advisors Inc., a national Registered Investment Advisor firm based in Santa Barbara, has acquired Fabian Wealth Strategies, an RIA firm managing $95 million in client assets, located in Costa Mesa, California.

CEO David Barton reports, “Mercer Advisors continues to add talent and branch office presence and distribution in accordance with our strategic plans. Southern California is definitely a market in which we’re keen to expand our already significant presence.”

Doug Fabian, President of Fabian Wealth, comments, “Mercer Advisors shares our vision of how to operate a fee-only practice by providing independent, objective advice without any product sales agenda. Our affiliation with Mercer Advisors will allow us to deliver a broader range of specialized offerings, including turnkey asset management, in-house estate planning, executive benefits consulting, family office services, and trust administration. We’re now more capable and client-focused than ever before.”

“We are excited to have Doug and his team on board and to merge Fabian Wealth into our existing Newport Beach office,” adds Barton. “Doug and his advisory team – with deep local roots and extensive knowledge of the Orange County market – will gain the added strength and stability of a national powerhouse with 30 years of experience. Together, we’re ideally positioned to offer our Southern California clients a compelling Family Office value proposition ranging from world-class investment advice, financial and retirement planning, in-house estate and tax planning, asset protection advice, through to corporate trustee and trust administration services, all for one low fee.

Doug will continue to broadcast his weekly podcast on personal finance and investing. He and his team will provide investing advice and support to clients from the Mercer Advisors office in Newport Beach, CA. To contact Doug directly, email him at doug.fabian(at)merceradvisors(dot)com.

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Make 2017 Your Best Year Yet

Don’t you love the clean slate of a new year? It brings renewed enthusiasm about where life is headed, and it’s a time to establish a fresh mindset about your life and finances; where you are, where you are going, and at the end of this year, where you would like to be.

In Jim Wood’s article, 5 Ways to Be Better in 2017, he touches on several points to help make 2017 the best year yet.

Setting goals can sometimes seem uncomfortable and unattainable when thinking about them in your head, so write them down! Once you have them on paper, take those new goals and share them with loved ones. Talking openly about what you are trying to achieve helps keep the goal fresh in your mind.

Cultivating good habits can help you to measure your results as well: get your trust and will paperwork in order, prepare for tax season and educate yourself about investing options.

Never settle for mediocrity. If your portfolio is mostly cash, you are settling for mediocrity. Don’t let the current state of the country or market or government paralyze you to the point that you are just sitting there. Your money needs movement too. You cannot have action or growth with no movement.

For more great tips to have a great new year, listen to this week’s podcast here.

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A Path for Cash

Doug Fabian and our team at Fabian Wealth Strategies create a ton of informative, complimentary copy every month. Because of the recent election and so many news-worthy events happening in global markets, Doug created a new digital seminar, “A Path for Cash”.

You can check out this seminar and many more, ABSOLUTELY FREE, at our digital seminars page here.

Also, be sure to look at our special reports for up-to-date information on ETF investing, and listen to our podcast every week for the latest news on the markets and the Fabian Wealth Strategies take on investing, personal finance, market changes and more.

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Behavioral Economics and the 2016 Election

Have you heard the term “behavioral economics”?

One example of behavioral economics is when, all at once, everybody starts spending their money on the same thing. This is otherwise know as “crowd behavior” and it usually does not end in good results for the crowd.

What happened last week in the stock markets is a classic example of behavioral economics.

Immediately following the election, everybody started investing in the same things. When the markets reopened on the morning after the election, specific sectors of the market that have been lagging all year started to turn positive, because now—in light of Trump’s policies—they should be favored during Trump’s administration.

Fluctuations in the market are normal surrounding major events such as a presidential election, and no doubt there will be changes ahead when our newly elected administration swears into office—but a wise investor knows he cannot let events, even major events, dominate his investment decisions. A wise investor knows to remain aware and informed, but steady and consistent. A wise investor knows not to follow the crowd—because elections, natural disasters and other news flashes happen everyday, all over the world, and he can’t change his mind every time public opinion wavers.

Are you second guessing your investment portfolio post-election? Chances are, you should continue to stay your chosen course.

But if you need a professional opinion—or a boost in confidence—don’t hesitate to call us at 800-300-3684 or send us an email at askdoug(at)dougfabian(dot)com. We understand  the feelings of uncertainty after an event as important as our recent presidential election. With our investment knowledge, we can help you combat second-guesses with logic, planning and a clearly defined path for your money.

Contact us today for a personal consultation!

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Post-Election Special Presentation Coming November 9!

The upcoming election is on everybody’s mind. How could it not be?

New allegations for each candidate seem to come out every day, and emotions are running high. For an investor choosing where to put his or her money, the uncertainty of our country’s future makes it hard to know what to do.

That’s why just one day after the election on Wednesday, November 9th, Doug is sharing a special presentation: “Investment Strategies Post-Election 2016: A Path For Your Cash”.

In this presentation Doug will talk specifically about how to handle your investment portfolio after the election, no matter the results. If you want to access this exclusive presentation—as well as receive weekly updates, tips and strategies from Doug on the financial markets—make sure to join Doug’s free e-mail list by clicking the “Join My Inner Circle” link on the Fabian Wealth Strategies home page, or click here.

Don’t be struck by “election paralysis” when it comes to your investment portfolio. Let election day find you and ready and waiting to act, not scared and indecisive!

Join Doug’s inner circle today and equip yourself for what’s to come, no matter what comes.

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New Q&A Section of the Podcast!

Have you ever listened to the news during your commute to work in the morning and thought to yourself, “I wonder if the event I just heard about will affect the market?”

You don’t have to wonder anymore. Ask Doug!

Coming soon, Doug is adding a new Question and Answer segment to his podcast.

This is your chance to pick Doug’s brain about all things financial investment. Maybe you have questions focused on your income, social security, retirement, ETFs, or how the market will respond to the upcoming election. Maybe you have an investment question you’ve wanted to ask Doug for a while now – send it on over and Doug will answer it on the podcast!

Send all of your financial questions—income, retirement, ETF, investment or otherwise—to askdoug(at)dougfabian(dot)com. Doug will give you his professional advice or opinion in his new Q and A segment on his podcast, aired each week on Friday mornings.

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The “Red Zone”

It’s that time of year—the “red zone”—the period between August 15th and October 30th when the markets are highly volatile.

The “red zone” doesn’t guarantee there will be a steep correction or a market crash, but from the way financial investors are glancing around and chewing their fingernails lately, you’d think we’re on the brink of a financial emergency. A number of big names in the investment business are saying it’s time to sell (and maybe it is) but at Fabian Wealth Strategies, we’re not letting the media or the political climate scare us into making rash decisions.

We’re staying in control of our money—not the other way around—and helping our clients do the same. We’re maintaining our discipline and remembering that, actually, the market is in an uptrend.

No, we don’t have our heads in the sand. We’re paying attention and following the numbers; we know the markets are unstable. But we also know that the worst thing a financial investor can do is panic.

Don’t let fear drive you!

It’s good to be prepared in times of uncertainty—in fact, we recommend you have a sell-strategy in your back pocket for if something bad happens. But if your financial decisions are motivated by fear and anxiety, you’ll make the wrong choice every time.

Control your money—don’t let it control you. Stick to your plan and stay disciplined. And if you need advise about your portfolio, or just reassurance that you’re doing the right thing, don’t hesitate to call us at 800-300-3684 or email us at askdoug(at)dougfabian(dot)com. We’re here to point you in the right direction and help you stay on track!

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Personal Wealth Coaching: Designed for You

We’ve been talking about our Personal Wealth Coaching program for a while now.

We keep talking about it, because through this program, our clients are finding clarity, gaining confidence and reaching their financial goals.

The best thing about our Personal Wealth Coaching is that it’s personal: it’s about you! We take a detailed look at your unique goals and financial situation, and help you take control of your money and invest it well. With a professional analysis and advice personalized to your situation, we help you reach your financial goals.

Here’s what every Personal Wealth Coaching session looks like:

  • Document what your goals and objectives are by writing them down on paper, so that you and your spouse can see them, adjust them and pursue them.
  • Review all of your assets (such as real estate) and talk with you about your legacy, your future plans, whether or not your trust fund is up-to-date, etc.
  • Give you tax strategies.
  • Analyze your portfolio.
  • Create for you an ETF portfolio tailored to your goals and objectives.
  • Give you an easy-to-follow, short-term action plan (such as a 30-day or 90-day action plan) that fits within your long-term goals.

If you’re in a place where you’d like to get some help, but you don’t want to hire a full-time financial advisor, our Personal Wealth Coaching program is for you. Your satisfaction is always guaranteed!

Check out our Personal Wealth Coaching program today—why wait? The sooner you contact us, the sooner you can start making (and saving) money. We’d love to answer your questions at 800-300-3684, or email askdoug(at)dougfabian(dot)com.

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Put Politics Aside

As investors, we should put politics aside when it comes to our investment portfolios. Don’t let every headline on the news influence how you invest your money, or scare you into making rash investment decisions (or overly conservative ones.)

Admittedly, the financial markets are unstable right now. Bond yields are collapsing, markets in Europe and Japan are falling, faith in central banks is waning, and we’ve just had the news that the UK voted to leave the European Union (AKA Brexit). In the midst of such uncertainty, it’s essential to remember that in the world of investment, every crisis is an opportunity. Doug wants you to learn to take advantage of volatility and not get swept up in fear of the future. When fear and uncertainty surround the markets, that’s when you want to be a buyer, because that’s when prices fall.

In this week’s podcast, Doug gives you tools for putting together your Exchange Traded Funds (ETFs) watch list, your buy list, and he even includes some long-term investment ideas. Tune in today and learn about the opportunity for financial growth during tumultuous times. If you want even more personalized advice from Doug, consider signing up for our Wealth Coaching service – find more information by clicking here.

FABIAN WEALTH STRATEGIES | 800-300-3684 | askdoug(at)dougfabian(dot)com

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