If you want to grow your investments, get a well-rounded view of the markets and understand these uncertain times, you want to sign up for our teleseminar today. You can sign up HERE.
Also, please check out the other resources available for our readers:
Hear Doug Fabian live at the Money Show in Las Vegas next week
Life insurance and annuity reviews also available
As many of you know, we have a comprehensive list of ETFs on our website. Our latest edition of the Fabian ETF report recently came out, summarizing 1200 funds and highlighting 100 new ETFs for 2012. To get a copy of our ETF report, click here.
Another great way to hear our strategies is through our exclusive teleseminars. Our next teleseminar is titled: Strategies for Growth in Uncertain Times, and will be presented by Doug Fabian, on Tuesday May 8th at 1:00 p.m. Pacific (4:00 p.m. Eastern).
If there is one statement we can all agree with – we are living in uncertain economic times. Half of the countries in Europe are in recession, China is feeling the effects of slowing global growth, and the U.S. is struggling with trillion dollar deficits that are needed to keep the economy afloat.
In what will likely be a very challenging summer for the markets, having the right strategies in place to both preserve and grow your capital is absolutely critical to your investment success. Now is the perfect time to decide how you should position your investment dollars to achieve your financial goals for the remainder of 2012.
In this special one-hour presentation, you will learn:
While this teleconference is FREE, attendance is limited, so please be sure to register HERE and reserve your spot today.
This week on the podcast, Doug Fabian read several emails on the air and addressed listener concerns. If you’d like an opportunity to hear Doug’s take on your questions or opinions, please send an email to askdoug(at)dougfabian(dot)com
Also, if you want to see and hear our perspective in person, hear some other great speakers and enjoy a getaway in Las Vegas, sign up for the Money Show, May 14-17 2012. Doug will have six different opportunities to present and it’s always a great event, so please check out moneyshow.com to register.
Another great way to stay in touch is our free e-newsletter, the Making Money Alert, and also our special report for advice on how to invest wisely in 2012. As always, if you have questions about your personal portfolio, please call us at 888-300-3684 and one of our advisors will be glad to help.
For several months now, we’ve believed that there would be a lot of risk in the first part of this year, and some great buying opportunities in the second half of this year. However, the stock market has been performing quite well so far in 2012, so you might have missed some upside opportunity if you followed our advice. There are two belief systems about what this means:
We are in the second group, as we have been for some time, and we are still encouraging our audience to be cautious. We do believe that good investment opportunities are coming soon, but the time to buy is not right now.
If you want more information on this, please check out our special report for more information on how to invest wisely. If you have questions about your personal portfolio, please call us at 888-300-3684 or email askdoug(at)dougfabian(dot)com
We believe that the most successful people are on top of the issues of the day. Being well-informed and staying well-organized will help you to succeed, so for the next few weeks we will be outlining six exercises for you to stay informed and ready to make good decisions. Those six exercises are:
Five weeks ago, we took less than an hour to calculate your net worth. Four weeks ago, we talked about taking inventory of your assets. Three weeks ago, we figured out how to understand your cash flow projections. Two weeks ago, we looked at your expenses, and last week we talked about wills, trusts and guardianship. If you missed any of these exercises, please go back and listen to those previous podcasts for more detailed information, or you can read the summaries of each exercise on our blog.
This week, we are talking about insurance: health insurance, life insurance and annuities. Insurance is an essential expense, and we encourage everyone to take a look at what you own, what you have and what you need.
There is such a thing as being “over-insured”. Sometimes life insurance can move from being an asset to becoming a liability, so getting a professional to look over your life insurance and what you need is essential. Todd Clucas is our insurance expert on staff and can help with any issues at 888-300-3684.
Annuities are a very powerful tool, but we believe that they are sometimes over-sold. Not everyone needs an annuity, but it’s important to know if you do need that option, and whether it’s worth the investment. Again, please get in touch with us if you have any questions about this or any other part of our personal finance exercise series.
Once you know what you have to can set clear, reachable goals. Tune in next week for more on Doug Fabian’s Monday Market Update. (Also, if you read this blog and enjoyed it, listen to Doug’s podcast this week for even more details on these topics, and please share this information with others who might benefit from our perspective.)
If you can believe it, 10% of 2012 has already passed us by… what will you do with the 90% you have left?
As we’ve been discussing on the podcast, Europe is going to be an important part of the next investment year. Risk is still very high and Europe’s crisis has not resolved, so we are still cautious with any investment capital. Be patient, because we believe that opportunities are soon to come.
In domestic news, the Federal Reserve recently announced that they plan to keep interest rates low until 2014. Now, why would the Fed keep interest rates at 0% if the outlook in the U.S. is so good? We think it’s because there is still great risk in the markets – another reason why we advocate careful investing and defensive postures.
To zoom in even closer to home, we recently read an article on how well Californians are fiscally. 30% have no savings, 43% have no liquid assets – no 90-day savings. These statistics made us think about our personal finance series, which we are tackling weekly on the podcast and the blog.
Four weeks ago, we took less than an hour to calculate your net worth. Three weeks ago, we talked about taking inventory of your assets. Two weeks ago, we figured out how to understand your cash flow projections. Last week, we looked at your expenses. This week, we are making sure that we have an updated estate plan and living trust. If you missed any of these exercises, please go back and listen to those previous podcasts for more detailed information.
Thanks for watching Doug’s video update and check back next week for more podcasts, videos and blogs.
In my third installment of the five-part series, The Obama Impact on Your Money, I share with you three simple strategies to grow and protect your wealth using exchange traded funds. The world of ETF’s keeps getting better and better. We can now invest in almost any asset class, currency or country in the world.
Three important keys you’ll learn:
Sincerely,
Doug Fabian, President – Fabian Wealth Strategies
If it looks like a duck, swims like a duck and quacks like a duck—then it’s probably a duck.
We’ve all heard this little common-sense gem, yet when it comes to investing, many people have a hard time telling the ducks from the swans. Nowhere is this case of mistaken identity more pronounced than when it comes to recognizing what most so-called “active” investment advisors are doing with their clients’ money.
The way I see it, most investment advisors claiming to be “active” managers are just buy-and-hold sheep in Armani clothing.
What do I mean by this? Well, I explain it all in detail in my new special report, The 7 Dirty Little Secrets of Asset Management.
This report shows you why so many common investment strategies that purport to be active management are basically just different twists on the same old worn out—and thanks to the recent bear market—now thoroughly discredited investment philosophy.
If you want to find out if your portfolio is being put in jeopardy by buy-and-hold pretenders, click here.
I am constantly being bombarded with questions about exchange-traded funds (ETFs). Basic inquiries such as just what ETFs are, how they work and how they can be used in an investment portfolio are some of the most common I deal with each week.
Now because I want to be sure that you know all of the basics about these fabulous investment vehicles, I’ve decided to do a short video presentation explaining exactly how ETFs work, their history, and how they can be a huge benefit to your portfolio.
I believe that ETFs are the greatest wealth-building tools for your portfolio because of their diversity, low cost and transparency, and you owe it to yourself to make sure you know just how great ETFs can be.
To find out more about ETFs, and to watch my presentation, click here.
Today’s stock market beast is not the same animal it was a decade ago. In fact, the pace of change has been relentless in recent years, and even the most conscientious individual investor has had a tough time keeping up with the all of the financial market upheaval.
If you’re managing your own money, are you getting the results you think you should?
Or, is your money being managed by a stockbroker or investment advisor who insists
you “buy and hold” stocks even while Wall Street—and your portfolio—get savaged by
a malicious bear?
Now more than ever, individual investors need expert guidance and continuous “eyes
on” monitoring of all of their positions, not just occasionally, but every trading day. The
simple fact is that in today’s market environment, you’ve got to have an experienced
ally on your team if you want to successfully navigate these treacherous market seas.
At Fabian Wealth Strategies, we believe that innovation is at the forefront of each
client’s success.