by Bill DeShurko | Apr 25, 2016 | Uncategorized
To read more on the new fiduciary standard The entire article can be read at The U S News & World Report, The Smarter Investor Blog and was also published on Yahoo! News 401 Advisor, LLC has been operating under a Fiduciary standard since the...
by Bill DeShurko | Apr 15, 2016 | economy, Finance, Investing, money management, portfolio, retirement investing, starting to invest, stocks, Uncategorized
401 Advisor, LLC specializes in building client portfolios using dividend paying stocks due to their long term history of providing superior returns over non dividend payers. I recently contributed to an article posted by U S News on their web site. The article...
by Bill DeShurko | Jun 5, 2015 | Uncategorized
I just had a new article on the draw backs of 529 Plans published at Crains Wealth website: http://www.crainswealth.com/article/20150603/WEALTH/150609965/money-milestones-downsides-of-a-529-college-savings-plan While 529 Plans do offer some tax advantages, they...
by Bill DeShurko | Jul 21, 2014 | Investing, money management, stocks, Uncategorized
Building equity portfolios in a bull market is hard. Clients get caught up in the exuberance and reckon the more stocks they own, the better diversified they are. Protect your stock enthusiasts with a diversified portfolio built on low correlation, low-beta equities,...
by Bill DeShurko | Nov 22, 2013 | Uncategorized
The following article was just posted at CoVestor.com: Don’t Fight the Bank of Japan: DeShurko and Lessons for Investing in Bond Funds was just posted at MarketWatch.
by Bill DeShurko | Nov 6, 2013 | covestor, Investing, money management, portfolio, Uncategorized
Below is a copy of a Wall St. Journal article where I was asked about our usage of online investing site CoVestor.comTo view the original article requires a subscription, so the article is reproduced below. You can also follow our investment model...
