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Investment Strategy Update

For our clients, newsletter subscribers and listeners, we thought it would be wise to go over our strategies for investing in portfolios, as it’s midsummer and that’s always a good time to evaluate your investing strategies and goals.

For growth investors:

  • Monitor ticker symbol VT, an exchange traded fund that owns all markets in the world. VT is currently 1% from its 52-week high and gives investors a good view of stocks in the world.
  • In the U.S., the sectors that are doing well are energy, technology and health care.
  • In the rest of the world, we like Asia, Latin America and the emerging markets in general
  • Dividend equities

For fixed-income investors:

  • Closed-end funds (Several ETFs available here: PCEF, YYY for example)
  • Floating rate securities

As always, if you are looking for more investment ideas from Doug and personal advice for your own portfolio strategies, please email Doug directly at askdoug(at)dougfabian(dot)com.

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Video Update: Bond Market Update

Interest rates are still low and it’s pretty amazing that they have continued to go lower. It will be really important to see how the economy responds in the months ahead – we’d actually like to see slightly higher interest rates, because that would mean that the economy is improving.

For more of Doug’s thoughts on the bond market, mutual funds and international equities, watch the full video here.

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Overview of Investing in China

There are now 37 ETFs that are China-focused. (Compare this to only 19 available mutual funds, which are typically much more expensive than ETFs!) Some of these funds are very broad, while some may be strictly sector-focused. ETFs are a great option for investing in China, and it is a steadily climbing area of the world market right now.

We suggest you look at these Exchange Traded Fund ticker symbols in China: FXI and PGJ – just two of 37, but valuable ETFs to glance at and get an idea of the Chinese market.

We suggest that you participate in the up-trend with less overhead and expense and greater options with Exchange Traded Funds instead of Mutual Funds. Next Monday, for the August ETF Snapshot, we will be looking specifically at China and giving more information on why China is a valuable ETF investment at this time.

As always, if you’d like more precise guidance and Doug’s personal take on your portfolio, call our offices today at 800-391-1118 to set up a one-on-one consultation.

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Good News from China

Don’t forget to sign up to see Doug at the San Francisco Money Show! He’ll be giving several presentations on ETF investing and we highly recommend this great show, especially if you’ve never attended before.

As you probably know, we have changed and expanding our newsletter: Successful ETF Investing. If you haven’t seen our new newsletter and you are interested, please send an email to askdoug(at)dougfabian(dot)com with your name and street address, and we will send you a complimentary copy.

A few things to note about the world markets right now:

  • China has broken out
  • U.S. markets seem to be stalling out, but other areas of the world are moving well
  • Japan and Europe are also stalling

Overseas markets have seen a lot of action, particularly in the emerging markets, despite the flat-line in the more established markets, such as the U.S. and Europe. The bond market continues to be strong and interest rates seem to be staying quite low, which is good for bonds. We are seeing big profit growth in the industrial sectors of China, and easing access for Chinese investors and us to buy into the Chinese stock market. Banks over there are improving and we are seeing Wall Street’s negative sentiment toward China begin to turn around.

If you have questions about how to incorporate the emerging markets into your portfolio, or if you simply need a wealth management tune-up, call our offices at 800-391-1118 today.

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Video Update: The Case Against Mutual Funds

For more detail and information, please watch the full video update from Doug Fabian here.

Here are Doug’s main reasons for choosing ETFs instead of Mutual Funds in the “Case Against Mutual Funds”. Mutual Funds are:

  • Too expensive
  • Not tax efficient
  • Not index based
  • Too hard to access
  • Not liquid enough
  • Not innovative enough

For these reasons and more, Doug Fabian and Fabian Wealth Strategies are excited about the opportunities presented in ETFs rather than Mutual Funds. For more information on ETFs and how they can help your portfolio, check out our weekly podcast, here and video update, here.

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Blog Redeux – Investing Advice for Every Decade

A couple of summers ago, we did about a month-long series on investing advice for your 40′s, 50′s, 60′s, 70′s and 80′s. It’s always wise to take some time for personal finances, and we thought that since it is “halftime” in the markets this year, we’d revisit some of Doug’s great personal finance and investing advice again.

Enjoy revisiting these articles and remember – if you have questions or need personalized input on your portfolio, please call our offices today at 800-391-1118.

Investing Advice for Your 40′s

Investing Advice for Your 50′s

Investing Advice for Your 60′s

Investing Advice for Your 70′s

Investing Advice for Your 80′s

Also, don’t forget about our other great investing resources – Doug’s Monday Morning podcast (found here) and our fantastic newsletters at Fabian.com

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Video Update: What Kind of Investor Are You?

It’s important to select your strategy for investing. Are you a growth investor (aggressive), an income investor (conservative)? This has nothing to do with age, but it has everything to do with risk tolerance.

The determining factor is how much tolerance you have for risk, and how quickly you need or want to grow your money. This is an important thing to consider – many investors simply put money into the latest thing without considering the strategy they’re using, and those investors often get burned. Paying attention to your goals, your risk and your allocation is vital for healthy investing.

Through Exchange Traded Funds, you have a wide variety of both domestic and international companies and equities. You can build your own portfolio through ETFs and invest in sectors, industries and specific companies much easier than you can with Mutual Funds. ETFs are also much easier to exit out of, rather than the old “buy and hold” philosophy, which can help reduce your risk. Both growth and income investors can find the right ETFs for them. If you want more information about ETFs and how to invest for your goals and plans, please consider subscribing to our Successful ETF Investing newsletter.

For more information on this topic, watch the full video here.

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Personal Finances: Some Reminders

Right now, Doug is having annual reviews with his clients, discussing personal finances and investing ideas. This season leads us to consider how we can help you and our clients with personal finances and overall financial health.

Here are a few reminders for you, as you consider your personal finances:

  • Beneficiaries – You need to look at these from time to time and make sure that these are up-to-date and correct for your life now. Particularly if you’ve had a loss or other change in your life, this is an important step.
  • Trustees – If you have $100,000 or more in net worth, you must have a revocable living trust, in our opinion. Instructions to the courts, the IRS, your financial advisers and others are critical for if something should happen to you. You need to look at who those trustees are and if that is still appropriate.
  • Spousal support – If you have a pension or something similar, and your spouse does not, you need to look into how to care for your spouse should something happen to you and your pension go away.
  • Assets inventory – Know where you own property, what those assets are doing for you and why you own them. Many people have personal affects that are worth a great deal and you need to know what you own and what your debt and assets are.
  • Strong financial team – A financial adviser, CPA, realtor, family, friends, business partners and others can all be part of your team, and the quality of those individuals are key to your success in personal finances.
  • Capital preservation/exit strategies – You need to have an exit strategy for your investments and be aware of your risk tolerance and how to preserve your capital. Risk is always a factor in investing, but we believe that more volatility may be on the way.

If you have questions about these ideas or you need more information about these reminders, please email Doug at askdoug(at)dougfabian(dot)com.

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Strategy When Investing

Strategy is when you take an investment idea and you start to implement it. Using strategy – not just buying and selling, but using an overarching idea and concept – is vital to smart investing.

Equity markets are in an uptrend right now, with low volatility. Markets get spooked from time to time for a day or two, but nothing has disturbed the overall uptrend so far. Our preference right now is the emerging markets, particularly China.

Dividend strategies are all working right now, as well as floating rates, which are a good investment and very low-risk at this time.

Commodity investments are also working right now. Oil, energy, precious metals and other commodities are showing great movement for investors, and ETFs are a terrific way to invest in commodities.

Decide which strategy you’re following for each position in your portfolio, and stick to it. All strategies stop working at some point in time, so it’s important to be flexible, be alert and know what your risk tolerance is in your investments.

If you’re unsure about your strategies or feel you need more guidance in your investing, call our offices at 800-391-1118 for a wealth coaching session. Doug will be happy to sit down with you and go over your goals and your portfolio. You can also email questions to askdoug(at)dougfabian(dot)com.

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Announcements from Doug Fabian

If you are not a client of Fabian Wealth Strategies or a subscriber to Successful ETF Investing, we strongly encourage you to check out the special offers at Fabian.com right now. We have specific portfolios, buy/sell signals and other fantastic information for you as you invest with ETFs.

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We have upgraded our weekly video updates, and we are giving a ton of great information about ETF strategies and quick investing tips for savvy investors. If you haven’t been watching our video updates, click above to get caught up and check them out.

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Doug is still offering Wealth Coaching discussions! If you need guidance with your portfolio or if you just want new strategies for your money, this is a perfect opportunity for you. To sign up, call our offices at 800-300-3684 to arrange for a one-on-one meeting with Doug and hear his insight into your investments.

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If you’d like to see Doug present his investment ideas live, sign up for the San Francisco Money Show, coming up in August 2014. Doug will be offering several presentations and would love to meet you in person. Click here for information and tickets.

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