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Simplicty In Investing, The Foundation of the Iron Gate Philosophy

I am often asked how we have managed to have the performance in our All-Cap Value portfolio that we have had over the last 15 years. People want a “secret sauce” or a “hack” of some sort that gives us some kind of unseen power. Really, our process has been very transparent and easy to understand. I wanted to share with you a video from my partner Brian Hunsaker that walks you through exactly what we do. You’ll see that it’s not complicated or magical at all. Sticking to this process with discipline and not straying from it has been the key to our success. Enjoy the video. What We’re Reading Brett Pattison on CNBC – yes this is a bit of a fun one. Remember last week’s topic regarding advisor fees? Well an article I recently wrote was featured on CNBC just this week. It covers much of what
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Categories: Markets and Strategy.

Are You Freed From the Dead Weight of Fees? Find Out Here.

Fees crush the performance of so many portfolios that it is one of the great tragedies of investors. In this week’s video we take a deeper dive into fees. Be prepared to learn just how crushing the performance of fees is on your portfolio. Warning: It likely ain’t pretty. But joy! There is hope, we also discuss how to release yourself from fee underperformance and get your portfolio on the right track.
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Categories: Personal Finance.

Big Banks Are Flushing Your Wealth Down the Toilet: Here’s How

Wells Fargo, Edward Jones, and Morgan Stanley. What do they all have in common? In the past month they have all been involved in some pretty shady activity. They have done things that are completely contrary to what’s in the best of interest of clients. The biggest and most recent example of this is Wells Fargo. In case you haven’t heard, Wells Fargo employees, in an attempt to hit internal sales quotas, opened millions of phony accounts for clients. This allowed those Wells Fargo sales people to hit goals and receive bonuses. They were rewarded for breaking the law. Wells Fargo responded by firing 5,300 employees (yes, it was that widespread!) and by firing the Executive that headed the “phony account” department. They were also fined $185 million by the Consumer Finance Protection Bureau (CFPB). A month before this story broke, this now fired Executive, was touted by the Wells
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Categories: Personal Finance and Wise Money Monthly.

Are These Market Highs Too High? September Market Commentary

The market has gone nowhere but up since Brexit. Is this sustainable? The summer doldrums never really happened as we have seen indices up across the board. Does that mean something has changed in the markets? September (and to a lesser extent October) is one of the historically lower performing months of the year. How should you think about your portfolio in light of this? All time highs, or near them for the Dow, the S&P 500 and the Nasdaq. Will the trend continue? These are all questions you should care about and that we discuss in this month’s Market Commentary. What we’re reading: The Stock Market is Vanishing: This is an interesting article pointing out that there are fewer stocks than there has been in a long time. This could be a reason valuations could head higher? While we believe the low interest rate environment is the cause, we
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Categories: Market Commentary and Markets.
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