In The News 22018-06-19T23:42:17+00:00

April 2018

What I Want My Clients to Know About the Current Market Volatility

By |April 4th, 2018|Categories: Uncategorized|

It is April 4th, 2018, and I am sitting in my office in Gahanna.  The cool air, grey clouds, and slow drizzling rain seem to reflect the current mood of the market.  The weather in Ohio--just like the stock market--will [...]

February 2018

What I wish my clients knew about a Financial Power of Attorney

By |February 20th, 2018|Categories: Uncategorized|

A Financial Power of Attorney is a very powerful and useful tool.  However, there are several misconceptions about financial powers of attorney and what they can and can not accomplish.  Here are a few that I wish everyone better understood. [...]

Oh My–What is Going On? The Return of Market Volatility

By |February 7th, 2018|Categories: Uncategorized|

The markets are once again doing what markets do.  Volatility is back in the headline news.  Let's take a moment and look back at what's happened in 2018.  The DOW opened at 24,809 on January 2nd and climbed to 26,616 [...]

DO MY RETURNS REALLY SUCK? -or- Why Your Returns May Not be What You Want?

By |February 4th, 2018|Categories: Uncategorized|

We all know that markets ebb and flow; markets experience upward and downward volatility.  However, I have noticed that there are two times in an investment cycle when investors focus somewhat obsessively on returns:  (1) When the market is really [...]

December 2017

Bitcoin, Tulips, and Behavioral Finance

By |December 8th, 2017|Categories: Betzel Wealth Advisors, Blog, Investments, Uncategorized|Tags: , , |

I find investor psychology fascinating.  Often, I have witnessed situations where the investor is his/her worst enemy.  Many investors are unaware of the impact of investor psychology on the decision making process.  Unfortunately, many financial decisions are made out of [...]

November 2017

How Many Stars Should We Give “Morning Star Rating System”?  Perhaps  ONE-HALF or ONE STAR!

By |November 21st, 2017|Categories: Betzel Wealth Advisors, Investments, Retirement Planning|Tags: , , |

I am writing in response to questions I routinely receive form clients regarding the Morning Star Rating system of Funds.  I want to discuss Morningstar 5 Star Rating System.  Please consider the following: Equity Index Funds by nature will never receive [...]

April 2017

No Excuses!

By |April 27th, 2017|Categories: Uncategorized|

We’ll uncover some of the little white lies found in the financial world. We’ll also talk about the excuses people make for their bad financial decisions.