Tag Archives: Via Four Investments

Ignore the Fed!

 Ignore the Fed! by Jeff Holland{Read in 1:50 minutes} The federal government—”the Fed”—is interesting. It’s fun to talk about, much like a sporting event or celebrity gossip or the latest health scare. And it is just as much the subject of daily headlines as those news items.

Financial journalists love to report the Fed’s every financial movement, trying to make it relevant to investment. Some advisors play along, pretending they can predict markets based on the Fed, in hopes of attracting investors and motivating them to keep making transactions. Some say that the interest rates move and the Fed follows.

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The New Fiduciary Mandate: Business as Usual at Via Four

The New Fiduciary Mandate: Business as Usual at Via Four by Jeff HollandThe United States Department of Labor (DOL) has set forth a new guideline, known as “401,” for investment houses. 401 will make it mandatory that their agents take a fiduciary role with all of their clients’ retirement accounts.

The proposal, which is set to take effect in 2017, will require all investment advisers of individual retirement accounts (IRAs) and 401k’s to take on the the role of a fiduciary and disclose all of the investment fees including compensation to their investors. It will provide transparency.

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Surviving the Stock Market: Stay Ahead Of Your Emotions

Surviving the Stock Market: Stay Ahead Of Your Emotions by Jeff Holland{1:22 minutes to read} All stocks have to be owned by someone. Investors essentially have long-term ownership in the world’s businesses. Like any owners, they get paid last. But often, especially if they globally diversify their portfolio, they also get paid most. And, like any owners, they are often the first ones affected by revenue changes, which can be scary.  Managing human emotions are the major driving force behind investor success.

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Have You Rebalanced Your Portfolio Lately?

Have You Rebalanced Your Portfolio Lately? by Jeff Holland{2:30 minutes to read} Maintaining a healthy balance is important in many areas of life; you constantly monitor and make ongoing adjustments to your monthly finances, your health, etc. But did you know it’s just as important to maintain balance & consistency in your investment portfolio?

This adjustment is called “rebalancing.” Some people call it “pruning.” Just as you might prune a tree, you also need to prune off some of the returns of a high-performing fund, then plant some more seeds in the ones that have done less well over the last year.

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