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FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS IN THE MEDIA. 11/28/16. Now you can donate to charity through your IRA. 1/11/2018. Discounters’ Incentives May Be News to Clients.1/25/2016.
PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. HOW TO TURN YOUR 401(K) INTO A "SUPER ROTH IRA" The IRS defines the maximum that can be contributed into a 401 (k) in IRC Section 415 . For 2018, the maximum for Defined Contribution (DC) plans, such as 401 (k)s, is $55,000 (or $61,000 for age 50+). That total includes $18,500 of salary deferrals plus any company contributions from matching, profit sharing, etc. ATX PORTFOLIO ADVISORS, FEE-ONLY (WHEN YOU'RE UP ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standardof
FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS IN THE MEDIA. 11/28/16. Now you can donate to charity through your IRA. 1/11/2018. Discounters’ Incentives May Be News to Clients.1/25/2016.
PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. HOW TO TURN YOUR 401(K) INTO A "SUPER ROTH IRA" The IRS defines the maximum that can be contributed into a 401 (k) in IRC Section 415 . For 2018, the maximum for Defined Contribution (DC) plans, such as 401 (k)s, is $55,000 (or $61,000 for age 50+). That total includes $18,500 of salary deferrals plus any company contributions from matching, profit sharing, etc. ACCOUNTABLE UPDATE BLOG Accountable Update. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).FIDUCIARY PLEDGE
ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com2019 MARKET REVIEW
2019 was the best year for stocks since the Dot.com era of over twenty years ago. It was a fitting end to a decade where US stocks gained about 190%! Just over a year ago, the glass is half-empty crowd seemed firmly in control as US markets swooned nearly 20% inGOOD NEWS! BUT....
The market is way up today. It is also up big for the week. It was up big in the month of May. It was up even more in the month of April. What is different today is that unlike much of this previous rally that seemed disconnected from the news, today we got some great news.But.
HOW TO PROFIT FROM A SQUEEZE The email was short and to the point. Titled “Gamestop”, a client asked what we are doing to capitalize on the meteoric rise of the beleaguered video game retailer. MAXING YOUR 401(K)? DON'T LEAVE MONEY ON THE TABLE Recently, while preparing a financial plan for a client, I came across a situation that seemed to be a case of “The Man” sticking it to a worker. The worker, in this case a highly compensated one, appeared to have been shortchanged by about $12,000 on 10 QUESTIONS FOR EVERY INVESTOR Question 2: The sample includes funds at the beginning of the 20-year period ending December 31, 2018. Each fund is evaluated relative to its respective primary prospectus benchmark as of the end of the evaluation period. Surviving funds are those with return observations for every month of the sample period.INDEX FUNDS
Last week, I took a look at how the growth of index funds has led to more scrutiny of passive investments and their impacts on the market. This week, we’ll look at more evidence of the futility of high cost active management as compiled in DFA’s INITIAL PUBLIC OFFERINGS ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com ATX PORTFOLIO ADVISORS, FEE-ONLY (WHEN YOU'RE UP ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standardof
Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
HOW TO TURN YOUR 401(K) INTO A "SUPER ROTH IRA" The IRS defines the maximum that can be contributed into a 401 (k) in IRC Section 415 . For 2018, the maximum for Defined Contribution (DC) plans, such as 401 (k)s, is $55,000 (or $61,000 for age 50+). That total includes $18,500 of salary deferrals plus any company contributions from matching, profit sharing, etc. FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS IN THE MEDIA. 11/28/16. Now you can donate to charity through your IRA. 1/11/2018. Discounters’ Incentives May Be News to Clients.1/25/2016.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in ATX PORTFOLIO ADVISORS, FEE-ONLY (WHEN YOU'RE UP ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standardof
Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
HOW TO TURN YOUR 401(K) INTO A "SUPER ROTH IRA" The IRS defines the maximum that can be contributed into a 401 (k) in IRC Section 415 . For 2018, the maximum for Defined Contribution (DC) plans, such as 401 (k)s, is $55,000 (or $61,000 for age 50+). That total includes $18,500 of salary deferrals plus any company contributions from matching, profit sharing, etc. FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS IN THE MEDIA. 11/28/16. Now you can donate to charity through your IRA. 1/11/2018. Discounters’ Incentives May Be News to Clients.1/25/2016.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in ACCOUNTABLE UPDATE BLOG Accountable Update. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).FIDUCIARY PLEDGE
ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com2019 MARKET REVIEW
2019 was the best year for stocks since the Dot.com era of over twenty years ago. It was a fitting end to a decade where US stocks gained about 190%! Just over a year ago, the glass is half-empty crowd seemed firmly in control as US markets swooned nearly 20% inGOOD NEWS! BUT....
The market is way up today. It is also up big for the week. It was up big in the month of May. It was up even more in the month of April. What is different today is that unlike much of this previous rally that seemed disconnected from the news, today we got some great news.But.
HOW TO PROFIT FROM A SQUEEZE The email was short and to the point. Titled “Gamestop”, a client asked what we are doing to capitalize on the meteoric rise of the beleaguered video game retailer. MAXING YOUR 401(K)? DON'T LEAVE MONEY ON THE TABLE Recently, while preparing a financial plan for a client, I came across a situation that seemed to be a case of “The Man” sticking it to a worker. The worker, in this case a highly compensated one, appeared to have been shortchanged by about $12,000 on 10 QUESTIONS FOR EVERY INVESTOR Question 2: The sample includes funds at the beginning of the 20-year period ending December 31, 2018. Each fund is evaluated relative to its respective primary prospectus benchmark as of the end of the evaluation period. Surviving funds are those with return observations for every month of the sample period.INDEX FUNDS
Last week, I took a look at how the growth of index funds has led to more scrutiny of passive investments and their impacts on the market. This week, we’ll look at more evidence of the futility of high cost active management as compiled in DFA’s INITIAL PUBLIC OFFERINGS ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com ATX PORTFOLIO ADVISORS, FEE-ONLY (WHEN YOU'RE UP ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standardof
MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. ACCOUNTABLE UPDATE BLOG Accountable Update. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. ATX PORTFOLIO ADVISORS, FEE-ONLY (WHEN YOU'RE UP ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standardof
MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. ACCOUNTABLE UPDATE BLOG Accountable Update. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).FIDUCIARY PLEDGE
ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com2019 MARKET REVIEW
2019 was the best year for stocks since the Dot.com era of over twenty years ago. It was a fitting end to a decade where US stocks gained about 190%! Just over a year ago, the glass is half-empty crowd seemed firmly in control as US markets swooned nearly 20% inGOOD NEWS! BUT....
The market is way up today. It is also up big for the week. It was up big in the month of May. It was up even more in the month of April. What is different today is that unlike much of this previous rally that seemed disconnected from the news, today we got some great news.But.
HOW TO PROFIT FROM A SQUEEZE The email was short and to the point. Titled “Gamestop”, a client asked what we are doing to capitalize on the meteoric rise of the beleaguered video game retailer. MAXING YOUR 401(K)? DON'T LEAVE MONEY ON THE TABLE Recently, while preparing a financial plan for a client, I came across a situation that seemed to be a case of “The Man” sticking it to a worker. The worker, in this case a highly compensated one, appeared to have been shortchanged by about $12,000 on 10 QUESTIONS FOR EVERY INVESTOR Question 2: The sample includes funds at the beginning of the 20-year period ending December 31, 2018. Each fund is evaluated relative to its respective primary prospectus benchmark as of the end of the evaluation period. Surviving funds are those with return observations for every month of the sample period.INDEX FUNDS
Last week, I took a look at how the growth of index funds has led to more scrutiny of passive investments and their impacts on the market. This week, we’ll look at more evidence of the futility of high cost active management as compiled in DFA’s INITIAL PUBLIC OFFERINGS ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com ATX PORTFOLIO ADVISORS, FEE-ONLY (WHEN YOU'RE UP ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standardof
MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. ACCOUNTABLE UPDATE BLOG Accountable Update. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. ATX PORTFOLIO ADVISORS, FEE-ONLY (WHEN YOU'RE UP ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standardof
MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. ACCOUNTABLE UPDATE BLOG Accountable Update. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013).FIDUCIARY PLEDGE
ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com2019 MARKET REVIEW
2019 was the best year for stocks since the Dot.com era of over twenty years ago. It was a fitting end to a decade where US stocks gained about 190%! Just over a year ago, the glass is half-empty crowd seemed firmly in control as US markets swooned nearly 20% inGOOD NEWS! BUT....
The market is way up today. It is also up big for the week. It was up big in the month of May. It was up even more in the month of April. What is different today is that unlike much of this previous rally that seemed disconnected from the news, today we got some great news.But.
HOW TO PROFIT FROM A SQUEEZE The email was short and to the point. Titled “Gamestop”, a client asked what we are doing to capitalize on the meteoric rise of the beleaguered video game retailer. MAXING YOUR 401(K)? DON'T LEAVE MONEY ON THE TABLE Recently, while preparing a financial plan for a client, I came across a situation that seemed to be a case of “The Man” sticking it to a worker. The worker, in this case a highly compensated one, appeared to have been shortchanged by about $12,000 on 10 QUESTIONS FOR EVERY INVESTOR Question 2: The sample includes funds at the beginning of the 20-year period ending December 31, 2018. Each fund is evaluated relative to its respective primary prospectus benchmark as of the end of the evaluation period. Surviving funds are those with return observations for every month of the sample period.INDEX FUNDS
Last week, I took a look at how the growth of index funds has led to more scrutiny of passive investments and their impacts on the market. This week, we’ll look at more evidence of the futility of high cost active management as compiled in DFA’s INITIAL PUBLIC OFFERINGS ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com ATX PORTFOLIO ADVISORS, FEE-ONLY (WHEN YOU'RE UP ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standardof
FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS IN THE MEDIA. 11/28/16. Now you can donate to charity through your IRA. 1/11/2018. Discounters’ Incentives May Be News to Clients.1/25/2016.
Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013). ACCOUNTABLE UPDATE BLOG Accountable Update. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. HOW TO TURN YOUR 401(K) INTO A "SUPER ROTH IRA" The IRS defines the maximum that can be contributed into a 401 (k) in IRC Section 415 . For 2018, the maximum for Defined Contribution (DC) plans, such as 401 (k)s, is $55,000 (or $61,000 for age 50+). That total includes $18,500 of salary deferrals plus any company contributions from matching, profit sharing, etc. ATX PORTFOLIO ADVISORS, FEE-ONLY (WHEN YOU'RE UP ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standardof
FEE ONLY PRICING SCHEDULES Fee Only. Our Fee Only asset based approach offers a more traditional set fee schedule charged on a quarterly basis. Investment Amount. Net Advisory Fee. FIRST $1,000,000. .75%. NEXT $4,000,000. .50%. PORTFOLIOS BUILT USING DIMENSIONAL FUND ADVISORS AND BOND Because no two investors are alike, ATX Portfolio Advisors™ offers clients a range of Accountable Portfolios designed meet the needs of your unique situation. If you fund your account with existing holdings, we will carefully weigh the tax consequences, risks, costs, and other characteristics to determine if they should be incorporated into your portfolio. MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS IN THE MEDIA. 11/28/16. Now you can donate to charity through your IRA. 1/11/2018. Discounters’ Incentives May Be News to Clients.1/25/2016.
Q1 2021 MARKET REVIEW Q1 2021 Market Review. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
EXAMPLES OF MODEL PORTFOLIOS AGGRESSIVE GROWTH TARGET PORTFOLIO. View fullsize. Weighted Average Expense Ratio .29%. THE AGGRESSIVE GROWTH PORTFOLIO IS INTENDED FOR POTENTIALLY SUBSTANTIAL INVESTMENT GROWTH. IT IS APPROPRIATE FOR THOSE WITH A TOLERANCE FOR LARGE MARKET FLUCTUATIONS AND INCREASED RISK OF LOSS AND THAT ARE PLANNING TO INVEST OVER A LONG PERIOD OF TIME. WHY WE USE DIMENSIONAL FUNDS The DFA difference begins with their commitment to apply a scientific approach to investing based on the best available academic research. From its beginning in 1981, DFA has continued to collaborate with pioneers in finance science from the University of Chicago and other universities, including Nobel Laureates Merton Miller (1990), Myron Scholes (1997), and Gene Fama (2013). ACCOUNTABLE UPDATE BLOG Accountable Update. Equity markets marched steadily higher in the first quarter of 2021. Extreme volatility from a handful of “meme stocks” occupied headlines with social media brigades hyping out of favor companies such as Gamestop. While the idea of small investors sticking it to big greedy hedge funds makes for good media quotes(i.e.
JEFF WEEKS, CFP®
Jeff Weeks, CFP®. Howdy, my name is Jeff Weeks, Founding Principal of ATX Portfolio Advisors®. I'm a Certified Financial Planner™ practitioner and a member of The National Association of Personal Financial Advisors (NAPFA) with over a quarter century of experience in the financial services industry. HOW TO TURN YOUR 401(K) INTO A "SUPER ROTH IRA" The IRS defines the maximum that can be contributed into a 401 (k) in IRC Section 415 . For 2018, the maximum for Defined Contribution (DC) plans, such as 401 (k)s, is $55,000 (or $61,000 for age 50+). That total includes $18,500 of salary deferrals plus any company contributions from matching, profit sharing, etc. MEDIA STORIES FEATURING ATX PORTFOLIO ADVISORS AND JEFF WEEKS ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com CONTACT ATX PORTFOLIO ADVISORS ATX Portfolio Advisors, LLC is a State of Texas Registered Investment Advisory Company. Please consider the investment objectives, risks, charges, and expenses carefully before investing in EMBRACE THE SUCK: RECESSIONS AND STOCKS How can bleak economic reports about sickness, death, record unemployment and business failures be accompanied by a positive surge in the stock market? The last few weeks have produced many examples of the oftentimes stark contrast between stock market performance and economic indicators. So why the MAXING YOUR 401(K)? DON'T LEAVE MONEY ON THE TABLE Recently, while preparing a financial plan for a client, I came across a situation that seemed to be a case of “The Man” sticking it to a worker. The worker, in this case a highly compensated one, appeared to have been shortchanged by about $12,000 on INVESTING — ACCOUNTABLE UPDATE BLOG Jeff Weeks. July 26, 2019. Accountable Update. I talk to myself a lot. Sometimes it is because I work for myself and my boss can be unreasonable. Other times, the conversations are triggered by something I read or see on TV. As an investment advisor, many of the articles I read have to do with markets and peoples’ perspectives oninvesting.
10 QUESTIONS FOR EVERY INVESTOR Question 2: The sample includes funds at the beginning of the 20-year period ending December 31, 2018. Each fund is evaluated relative to its respective primary prospectus benchmark as of the end of the evaluation period. Surviving funds are those with return observations for every month of the sample period.MUTUAL FUNDS
Last week, I took a look at how the growth of index funds has led to more scrutiny of passive investments and their impacts on the market. This week, we’ll look at more evidence of the futility of high cost active management as compiled in DFA’sCOMMODITIES
ATX Portfolio Advisors, LLC, 108 Wild Basin Rd, Suite 250 , Austin, TX 78746, USA (512)537-5955 info@atxadvisors.com INTERNATIONAL INVESTING December 8, 2017. Accountable Update. Home is where the heart is, or so the saying goes. That is apparently also the case for our investment dollars if a statistic quoted in an April CNBC.com article is accurate. According to the author, Elizabeth MacBride, Americans average only 15% exposure to A HOT TIME ON WALL STREET “Sell in May and go away” is the Wall Street market timing strategy that suggests investors are better off in cash during the hotter months of the year. The idea is that traders, money managers, and bankers all leave the city to escape the heat of the summer. It has been hot this summer but US stockHome
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_ACCOUNTABLE WEALTH MANAGEMENT_ _FEE-ONLY (WHEN YOU'RE UP)_Contact
IS ATX PORTFOLIO ADVISORS® RIGHT FOR YOU?*
DOES MANAGING YOUR WEALTH TAKE TOO MUCH TIME?*
IS MANAGING YOUR INVESTMENTS A CHORE?*
DO YOU BASE INVESTMENT DECISIONS ON TIPS OR HUNCHES?*
IS FINANCIAL PLANNING CONFUSING OR OVERWHELMING?*
DO YOU TEND TO BUY HIGH AND SELL LOW?*
DO YOU WANT YOUR FINANCIAL ADVISOR TO PUT YOUR INTERESTS FIRST? If you answered YES to any of the questions above, see below for "Why ATX Portfolio Advisors®?" ------------------------- Recent "Accountable Update" PostsJul 26, 2019
10 Questions for Every InvestorJul 26, 2019
I talk to myself a lot. Sometimes it is because I work for myself and my boss can be unreasonable. Other times, the conversations are triggered by something I read or see on TV. As an investment advisor, many of the articles I read have to do with markets and peoples’ perspectives on investing. Frequently, reading a headline like “The Market Just Triggered the Hindenberg Omen” will cause me to pause and question my disciplined approach. It is during those moments of self-doubt that I find myself asking some of the following questions. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey, you’ll likely ask yourself some of them too.Read More →
Jul 26, 2019
Jul 12, 2019
A Hot Time on Wall StreetJul 12, 2019
“Sell in May and go away” is the Wall Street market timing strategy that suggests investors are better off in cash during the hotter months of the year. The idea is that traders, money managers, and bankers all leave the city to escape the heat of the summer. It has been hot this summer but US stocks haven’t taken any time off as the Dow Jones Industrial Average closed above 27,000 and the S&P 500 briefly broke through the 3000 point level for the first time everthis week.
While the benefits of trying to time the market with a calendar are dubious, it has been my observation that summer isn’t the season that folks are most inclined to discuss their investments and financial plans. I have fewer appointments, my phone doesn’t ring as often, and emails aren’t returned as quickly this time of year. While it’s common for people to ask me about my opinions on the stock market at holiday parties, almost no one asks at the ballpark or the lake. Normally those conversations are about travel plans, rain, or how the BBQ was cooked. Recently, however, I’ve found my poolside discussions increasingly are about whether now is a good time to buy stocks or if recent highs mean a downturn is right around the corner. When the market gets hot, it doesn’t matter what the season is. The appeal of getting in at the right time or avoiding the next downturn can tempt even the most disciplined, long-term investors. The reality of successfully timing markets, however, isn’t as straightforward asit sounds.
Read More →
Jul 12, 2019
Jul 5, 2019
Q2 2019 Market ReviewJul 5, 2019
Remember the scene from the movie _Top Gun _when Tom Cruise’s character, Maverick, was asked how he could have observed a Soviet fighter jet perform a certain maneuver if he was flying above it? “Because I was inverted,” replied Maverick. Tom Cruise could have been playing the US Bond Market in Q2 as longer maturity bond yields fell below those on the shorter end of the curve, or in other words, inverted. Conventional wisdom says that when long term bonds become more pricey than shorter term bonds, a recession is coming. However, as we discussed last November in this _Accountable Update_ post,
sometimes the stock market does an Iceman (Val Kilmer) and calls BS onthe bond market.
The S&P 500 made new highs and the economy continued humming along at 3.1% in Q1 with US job openings outnumbering the number of people that are out of work. With Fed rate cuts now seeming more likely, an elusive trade deal with China, saber rattling in the Middle East (does that ever stop?), and the rhetoric of the 2020 Presidential campaign already making headlines, we might as well get our popcorn ready for the second half of 2019. If you came in late or weren’t paying attention, here’s what happened in the last act.Read More →
Jul 5, 2019
------------------------- ACCOUNTABLE WEALTH MANAGEMENT FEE-ONLY (WHEN YOU'RE UP) When my son or daughter fell off their bikes as children, I would comfort them and wipe off the blood, dirt, and tears. Then I encouraged them to get back on the seat and keep pedaling. Why should investing be any different? We can't predict when the next fall is going to happen in the markets any more so than when the next wipe-out in the driveway may occur, but we can be there for you with salve and encouragement when the next tumble occurs. The support and confidence we provide comes from over two decades of financial planning and wealth management experience, an evidence based investing approach based on research from leading academics, and putting your success ahead of our profits. When downturns occur, we want you to know that we're all in this together. THAT IS WHY WE WAIVE OUR ADVISORY FEE ANYTIME YOUR ACCOUNT VALUE FALLS BELOW (NET WITHDRAWALS, DEPOSITS, AND FEES) THE PREVIOUS MONTH END AMOUNT. That's _Accountable Wealth Management_. If you are looking for more accountability from your investment advisor, we should get acquainted.
-Jeff Weeks, CFP®
Founder & Principal
ATX Portfolio Advisors ®------------------------- WHY ATX PORTFOLIO ADVISORS®? ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standard of care to our clients. We work with clients either on an hourly basis or on a "Fee-Only (When You're Up)" asset based approach we call ACCOUNTABLE WEALTH
MANAGEMENT .
FINANCIAL PLANNING
We believe that the first step to successful investing is to have a financial plan. Financial planning is included in our Accountable Wealth Management offering. We use state of the art psychometric tests and planning tools to assess your risk tolerance and to help you in any of the following areas:*
Financial statement preparation and analysis*
Insurance planning and risk management*
Employee benefits planning*
Investment planning
*
Income tax planning
*
Retirement planning
*
Estate planning
We also offer personalized financial advice on an hourly basis for clients that may not have a need or desire for ongoing portfoliomanagement.
TRANSPARENCY
At ATX Portfolio Advisors®, you'll never have to wonder how we get paid or what our motivations may be. We take pride in being fully transparent about our business. You can see how our ACCOUNTABLE PORTFOLIOS are constructed, as well as our PRICING here on our website. All of our accounts are held at third party custodians in separate accounts that provide reportingand online access.
VALUE
We are committed to your success as an investor by offering the resources and knowledge of a large firm, coupled with the personalized attention of a small company. We get to know you, your purpose, your priorities, and your preferences. We build, test, and manage financial plans to help keep you pointed in the right direction with perspective formed from decades of experience. Finally, we do all of this with low all inclusive Fee-Only (When You're Up) PRICING.
EXPERIENCED WEALTH MANAGEMENT EVIDENCE-BASED INVESTING Our portfolios are managed to emphasize investment factors that have been shown to lead to higher returns in the long run. We invest in the broad markets but tilt towards companies based on size, relative price, and profitability. Research by economists such as Eugene Fama, Kenneth French, Robert Novy-Marx, and others has shown that this evidence-based approach led to better performance than traditional capitalization-weighted indices such as the S&P 500®. ATX Portfolio Advisors primarily employs DIMENSIONAL FUNDS ADVISORS in our Accountable Portfolios due to their approach that embraces evidence-based investing, their strong track record, and low costs. REGULAR RE-BALANCING Regular re-balancing can reduce risk and improve returns. We monitor portfolios daily and re-balance with cash flows, or if your account drifts too far from target allocations. At least once per year ,we will reevaluate your purpose, risk tolerance, and preferences and re-balance accordingly.
BOND LADDERS
We offer the management of individual bond ladders of high quality bonds. Ladders can add predictability to your portfolio, which can be appealing when paired to your income needs. Laddering also allows for the purchase of typically higher yielding longer maturity bonds when shorter bond rungs come due.TAX SENSITIVITY
We seek to maximize your after-tax returns through a variety of tax sensitive management strategies. We invest in low-turnover mutual funds that tend to limit unexpected capital gains distributions. We opt for tax free investments, such as municipal bonds, in taxable accounts and locate less tax sensitive investments, such as Real Estate Investment Trusts (REITs), in tax favored accounts when it is prudent. We also will seek to harvest taxable losses, when appropriate, to offset gains and to provide opportunities for taxdeductions.
If you are at the stage of life where you are taking income from your portfolio, we will also advise you on tax-efficient withdrawal tactics such as the sources, sequence, and amounts that lead to the lowest taxconsequences.
**HOW WE BUILD YOUR PORTFOLIO** Accountable Portfolios ------------------------- Indices are unmanaged and you cannot invest directly in an index. The Standard & Poor's 500 (S&P 500®) is an unmanaged group of securities considered to be representative of the stock market in general. It is a market value weighted index with each stock's weight in the index proportionate to its market value. See "Value vs. Growth: The International Evidence" at http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2358 For more, see Kenneth French's website of data and working papers athttp://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1418117 Rebalancing can entail transaction costs and tax conseqvuences that should be considered when determining a re-balancing strategy. David Swensen, Chief Investment Officer, Yale Endowment: see his book Unconventional Success: A Fundamental Approach to Personal Investment (2005) ISBN 0-7432-2838-3, Free Press. See Table 6.4 "Rebalancing Smoothes the Market Cycles". Swensen; page 196 ATX Portfolio Advisors, LLC is a State of Texas Registered InvestmentAdvisory Company.
_PLEASE CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES CAREFULLY BEFORE INVESTING IN MUTUAL FUNDS. THE PROSPECTUS, WHICH CONTAINS THIS AND OTHER INFORMATION ABOUT THE INVESTMENT COMPANY, CAN BE OBTAINED DIRECTLY FROM THE FUND COMPANY OR YOUR FINANCIAL PROFESSIONAL. BE SURE TO READ THE PROSPECTUS CAREFULLY BEFORE DECIDING WHETHER TO INVEST._ Asset Allocation and/or Diversification do not guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. ATX Portfolio Advisors, LLC does not offer legal or tax advice. Please consult the appropriate professional. Links to third-party web sites are provided as a convenience. ATX Portfolio Advisors, LLC does not endorse nor support the content of third-party sites. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by ATX Portfolio Advisors, LLC. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact ATX Portfolio Advisors, LLC at info@atxadvisors.com.Back to Top
Important Information Fiduciary Standard of Care ATX Portfolio Advisors, LLC, 401 Congress Ave, Suite 1540, Austin, TX 78701(512)537-5955info@atxadvisors.com 2015-2018 ATX Portfolio Advisors LLC. All Rights Reserved.Details
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