The Financial Coach reveals in this coaching session how just like the mutual funds industry (which began as a good thing) has become polluted and corrupt, the industry (financial salespeople and firms) are now moving to corrupt index fund investing and Exchange Traded Fund investing (Passive Approaches to investing) by taking the truth and mixing [...]

Most investors are their worst enemies when it comes to investing along with the corrupt marketing system of selling investments that we call Wall Street & brokerage firms (and their minions: Financial Salespeople).  Not understanding our risks in an investment strategy, falling prey to clever marketing and ‘Past Performance’ along with emotions that sidetrack us [...]

The market was wild in 2008 and 2009 but if you maintained focus, kept to your investment strategies and rebalanced you were highly successful! Blue Ocean Portfolio’s, utilizing low cost index and Exchange Traded Funds, did what they were supposed to do in 2008 and 09. Watch the video to see how you could be [...]

The argument has raged for years that mutual funds and brokers can deliver better returns by their ‘knowledge’ concerning the market. While many investors fall prey to this misinformation, the truth has slowly gotten out and investors are learning. While managed funds still prey upon the ‘greedy’ with the idea that they can pick winners, [...]