by Eric Courage | Apr 27, 2022 | Advice your financial advisor won't tell you, Blog, Investment
Fidelity Target-Date Funds Take $100k+ in Returns Hiding in Plain Sight: Expensive Defaulted Target-Date FundsBelow are two client examples. Each Fidelity 401(k) Target Date Fund ranged in internal fees from 0.55% to 1.00% (e.g., expense ratios). Instead of clients...
by Eric Courage | Apr 20, 2022 | Advice your financial advisor won't tell you, Blog, Investment, More than Money, Property Investment
Spring 2022 Market Commentary – Just markets. Just Us. A lot has changed. So, are we undergoing many long-term regime changes, or are these just short-term trends? From interest rates and inflation, to housing and technology stocks, what’s happening in...
by Eric Courage | Apr 25, 2021 | Advice your financial advisor won't tell you, Blog, Investment, More than Money, Property Investment
MARGIN’s clients participated in an NPS Survey– here are the unedited results. ——————————————————————————- How do you trust words that sound too good to be true? You read them for yourself. You’re more likely to walk into a place if it has windows for you to...
by Eric Courage | Mar 18, 2021 | Advice your financial advisor won't tell you, Blog, Investment, More than Money, Property Investment
Misinformation ≠ Education I used to think markets commentary wasn’t a good use of time for our clients. But, with so much profit conflicted “education,” I’ve had enough. “Vending machines don’t belong in monasteries. So, I created...
by Eric Courage | Jan 29, 2021 | Blog, Investment, Newsletter
2020 – Year Two: Surviving To Thriving Let me catch you up From 2018 to 2019, cease and desist (ex-employer) lawsuits hit my door-step as I was brining our Thanksgiving turkey; old clients who referred to me as their “son” stopped answering my calls; immediate...
by Eric Courage | Jan 22, 2021 | Blog, Investment
Almost 50% of all US Dollars in circulation were printed in 2020 Let’s back up…In 2008, the Federal Reserve added about $2 Trillion (with a T) to the financial system. Avoid global contagion meltdowns. Avoid the next Great Depression. Avoid turning into Japan....
