Doug recently attended an ETF conference and came back with even more appreciation for the incredible innovation that we see in the ETF investing world.
Here are a few examples of amazing innovation in the Exchange Traded Fund world, and some great items to keep an eye on as the year progresses:
- Hedged Currency ETFs (protects your investment from the effects of a strong U.S. dollar)
- The ability to own ETFs in other currencies
- Industry sector shares (such as biotech-only or internet-only)
- Cyber-security ETF (ticker symbol example: HACK)
- Actively-managed ETFs by world-class managers like Jeffrey Gundlach
As we say all the time, ETFs are an amazing resource for individual investors, and we want to help you succeed in your portfolios. If you want more information, tips and insider ideas, we recommend that you join Doug’s Inner Circle to stay up-to-date on the latest in ETF innovation.
Join Doug’s Inner Circle and listen to the podcast here.
We have begun working on the next Inner Circle Investment Conference Call. The subject will be: the Top 10 ETFs for 2015.
We will be highlighting five Exchange Traded Funds for growth portfolios, and five for income portfolios, and we are very excited to share this information with you. We don’t have a precise date yet, but you should expect to hear more by mid-February 2015.
If you are not yet a member of Doug’s Inner Circle, you can sign up here so you never miss another update, and to make sure you get an invite to this exciting, exclusive teleconference.
Join Doug’s Inner Circle and listen to the podcast here.
Do you know your tax bracket? Do you have tax-deferred retirement accounts? What about a Roth IRA? It may seem basic, but not knowing the answers to some of the most commonly misunderstood questions about taxes could cost you thousands of dollars each year! In this free audio special report, you’ll learn all about taxes and what you can do to succeed.
For even more special content from Doug Fabian and the Fabian Wealth Strategies team, register as a member of the Fabian Wealth Strategies “Inner Circle.”
As an Inner Circle member, you get complete access to all of our audio special reports, as well as our numerous written special reports and slideshow presentations. You also get access to the free monthly ETF Report, a complete rundown of every exchange-traded fund in the market today.
As always, if you have questions about your specific portfolio, call our offices at 800-391-1118 and we’re happy to set up a complimentary consultation for you.
If you own a home, or if you have a net worth of more than $150,000, relying on a will alone is not enough to protect your estate for your heirs.
Doug recently conducted an interview with estate planning expert Colleen Barney of Albrecht & Barney Law Corporation. Colleen and Doug discussed how a well-written living trust can significantly reduce your estate’s tax liability. We also discussed the perils of why not understanding recent changes to estate tax rules can cost you and your loved ones – and why you need to be prepared!
Listen to our free audio report here. If you have questions about this report and how it applies to your specific situation or investment portfolio, please call our offices at 800-391-1118 for a free consultation. We want to help you succeed and protect your wealth and family legacy!
Posted in Asset Management, News, Retirement Planning
Tagged active management, doug fabian, economy, estate planning, fabian wealth strategies, income, personal finance, retirement, risk
Everyone wants to live comfortably and with security in retirement. We all dream of time to spend with friends and family, maybe some good vacations and the legacy we hope to leave to our loved ones; but few people know the steps and components to get to that ideal situation.
Here at Fabian Wealth Strategies, we want to help you thrive before and during retriment, but to get there, you need a strategic retirement plan for your money. Download this new special report from Doug Fabian and get the knowledge and insight you need to have the retirement you want.
As always, if you have questions about your specific portfolio and how to move toward the retirement you’re looking for with the investments you have, call our offices at 800-391-1118. We’re happy to give you personal attention and precise advice, so that you can have the retirement you’ve dreamed of.
Posted in Asset Management, ETF Articles & Reports, News, Retirement Planning
Tagged 401k, bonds, ETF, growth, income, Mutual Funds, retirement, retirement planning, stocks
2015 is a new year and a new chance for you to make your investment goals a reality! We hope you’ve had a wonderful holiday season and are entering the new year with excitement and anticipation, ready to achieve your goals.
If you’d like us to help you make 2015 a successful investing year for you and your family, please give us a call at 800-391-1118 and let us talk with you about your portfolio and your investing goals. We are here to help you have a successful, focused year in your investments, and we will offer you a complimentary portfolio review to get 2015 started off right.
Happy new year to you and yours!
From all of us here at Fabian Wealth Strategies, we want to wish a very happy holiday season and a joyful time with family and friends.
At this time of year, we all remember what matters most, and that is an excellent reason to evaluate our investment portfolios. We want to help you insure that the people you love are cared for, that you get the retirement and lifestyle you want, and that you can leave a legacy to be proud of. If you feel that your portfolio is not accomplishing your goals, we encourage you to call our offices at 800-391-1118 or email your questions to askdoug(at)dougfabian(dot)com
We want you to have a worry-free holiday season, knowing your money is working for you and your investments are in good hands. Happy Holidays from us to you!
We see these common mistakes all the time as investment advisors, and we want to help you avoid them as ETF investors.
Here are some of the most common ETF investing mistakes we see:
- Buying based on media attention or “what’s hot”
- Buying or selling based on emotion
- Expecting the future to be just like the past
- Not being aware of your risk tolerance, or honest about how much downside your portfolio can really handle
- Not being aware of your investment goals and how to reach them
- Failing to allocate in the correct sector or ETF for your investment goals
- Letting market action dictate your risk tolerance, instead of realizing that markets fluctuate
- Letting Wall St. marketers tell you what to buy or sell
- Not being an informed investor, investing based on hearsay or rumors
Of course, we want to help you avoid these mistakes and have a long and successful investing career. If any of these mistakes rings a bell for you and you want to talk to us about how to avoid them in the future and how to accomplish your investment goals, please call our offices at 800-391-1118. The call is free and we can help you create a successful investment portfolio.
If you’re disappointed with recent activity in your portfolio and feel that you need an outside perspective and expert advice about your investments and investing future, give us a call today at 800-391-11118. We offer complimentary consultations and years of proven investing success, and we’d love a chance to chat with you about your money and your investing goals.
Oil prices have fallen and are falling, and this is good for the U.S., China, India and some others, but for many other countries, such as Russia, the Middle East and Europe, this is a troubling and painful trend.
Many oil companies have gone into debt in order to do more drilling, and high oil prices have created a lot of jobs for many people. With low oil prices, there are concerns about debt defaults from these companies, and of course the concern of more unemployment and slowed economic growth. Deflation appears to be showing up in the markets and we advise investors to be alert and aware of the factors at work out there.
Most of the world is experiencing down stock markets, and the U.S. market might catch up on that downside at some point. We encourage you to ready your portfolio for deflation and volatility in the markets, and if you aren’t sure how to do so, we urge you to email Doug your questions at askdoug(at)dougfabian(dot)com or call our offices at 800-391-1118.
Doug has a hunch that international markets will be doing better than domestic markets in 2015. A strong U.S. dollar will create a headwind for domestic investing, and it’s important for investors to be aware of the risks or changes to come.
Speaking of investing opportunities overseas, there’s a new, innovative international ETF option that you need to know about:
A Hedged Currency ETF
If you are investing in a country like Japan, and their currency goes down in value, that can be a liability for American investors. But with a hedged currency ETF, you remove that currency risk, and protect your investments overseas.
This is a great new concept that you can’t get in a mutual fund, and you need to use ETFs to get this kind of creativity and innovation for investors. This is yet another great idea for ETF investors and a way for you to invest even more successfully internationally.
(As always, if you have any questions about these tips or how we can help you master ETFs for your portfolio, please call our offices at 800-391-1118 or email Doug directly at askdoug(at)dougfabian(dot)com.)