Monthly Archives: June 2014

How Everyday Investors are Protecting their Money

What every investor should know about smart allocation, protection, and long-term performance of their funds.

If you ask the average investor to describe their feelings about the modern-day stock market, chances are you will elicit a highly negative response.

Or at least a mild scoff.

Not surprising, considering the ongoing frustration with high frequency trading.

In fact, many everyday investors (retail investors, to the financial world) are pursuing new horizons outside of the traditional stock market and have been since the late 1990s.

Investing with Index Funds and Stocks

Index stock funds performance vs stock managers over 15-year period.

What did they find?

Rather than riding the waves of dominant risk factors inherent in stocks, they are enjoying a more diversified form of fund management: indexing.

Index Funds: Worth a Look for Longevity

While the nature of index funds is passive compared to next-of-kin managed funds, historically index funds outperform the most actively managed funds.

It is a bit like the tortoise and the hare. While slow and steady, the index funds historically have taken home a larger piece of the pie.

Everyday investors sometimes prefer indexing over stocks because it is simpler to access and manage without giving up any of the benefits of wealth building via the stock exchange.

Should you consider index funds as part of your portfolio?

While each investor brings a unique set of circumstances to the table, indexing is generally a viable option for investors due to its low portfolio turnover and reduced risk in comparison to holding individual security certificates.

Guidant Wealth Advisors works closely with clients to determine a holistic wealth-building plan that achieves personal goals.

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The information presented is past performance.  Past performance is no guarantee of future return.

The index information seen here is for illustrative purposes only.

This is not indicative of any specific investment.  It is an illustration of how a certain investment option may have performed using the past performance listed.

Always consult with a licensed investment advisor before making any investment decisions to understand all risk associated with various investment vehicles.

Mr. Patzke Goes to Yale with Top LPL Advisors

Guidant President, Frank T. Patzke, to attend invite-only LPL Financial forum for top advisors at prestigious university.

Yale University will host top advisors for the 2014 LPL Financial forum. (Photo Credit: Nick Allen, CC BY-SA 3.0)

Yale University will host top advisors for the 2014 LPL Financial forum. (Photo Credit: Nick Allen, CC BY-SA 3.0)

What is it like to sit in the presence of the most brilliant academic minds of our time, including world-renowned Nobel Prize winners?

It is unlike any typical day; that is for sure.

Fortunately, it is about to become a reality as Guidant President Frank Patzke travels to Yale University for the 2014 LPL Financial Advisory Leaders Forum.

What is the Forum?

The Advisory Leaders Forum is an invite-only conference designed to connect top-performing advisors with the premier research and faculty of Yale University.

As an attendee, Patzke will have unprecedented access to scholars and financial experts who will share knowledge from time spent in financial markets and asset management firms.

The Forum also serves as a once-in-a-lifetime opportunity to exchange ideas on business development, portfolio construction, investment management, and financial markets with other top-performing advisors from around the country.

Stay Tuned

We will be sharing stories from the conference at the conclusion of the event. Follow this blog to hear about the experiences at Yale, the insight from Nobel Prize winners, and what to look for in the future.