wealth management

Actionable Market Insights for Investors Valuation dispersion among all stocks is the widest it has ever been —as far back as we have data. It’s quite possibility the best time in modern history to run a fundamental stock portfolio with a value-tilt. Our select portfolio… Read More »Zooming in on Maxar Technologies

Vision | Courage | Patience Great news! The Tuttle Ventures community is growing with over 276,600 impressions just on twitter alone! I appreciate all those that support the important work we are doing. Let’s visit how the Tuttle Ventures Fundamental Portfolio has performed so far:… Read More »The top 5 things I wish someone told me before I started investing…

We invest so you can do the rest It’s Super Stock Sunday! In honor of the day, I wanted to talk about how value stocks might do in an inflationary environment. First, let’s visit how the Tuttle Ventures Fundamental Portfolio has performed so far: Positive… Read More »Super Stock Sunday

Actionable Market Insights from Tuttle Ventures I’m AMAZED at what investors put up with. Some investors will stick with an adviser, despite being IGNORED, talked down to, and poor results. There are many reasons why good relationships are hard to come by — life gets… Read More »3 signs your Financial Adviser is just not that into you…

Welcoming Sam as our new Client Relationship Manager! We are pleased to announce Sam Salcido as our new Client Relationship Manager! 8 years of professional client service experience Lives in Newport Beach Studied English at The University of Dallas Gives back to her community helping… Read More »Welcome the newest member to the Team!

Putting together the Mosaic of Investment Opportunities When assets are expensive… make assets. If those assets double in value, sit back and watch the profits roll in… That’s the set up for the latest addition to the Fundamanental Value Equity Portfolio, namely Mosiac Co, $MOS.… Read More »Don't Hate on Phosphate