In the News

  • 1st Portfolio Wealth Advisors Named “Top 50 Fastest Growing Firm”

    Financial Advisor Magazine
    November 1, 2015

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    1st Portfolio Wealth Advisors Again Earns a Spot on FA’s 2015 List of Top Ranked RIAs

    Financial Advisor Magazine
    July 1, 2015

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    Voices: Michael Rebibo, on Employer Equity Stakes for Executive Clients

    The Wall Street Journal
    October 23, 2014

    “When it comes to compensation, I find that most executives are focused primarily on salary, bonus, and benefits. But if you add equity to the equation, you create a potentially significant new source of retirement capital that can make up for a savings shortfall. In some cases, I’ve had clients retire sooner, and with a better standard of living, by negotiating an equity stake as part of their compensation package. The difference compared with a typical salary-based compensation package can be massive.”

    — Michael Rebibo, CFP®

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    The Trouble With Star Ratings

    Barron’s
    September 20, 2014

    “High ratings are associated with large fund inflows. But that can backfire. ‘When a fund goes from four to five stars, it often gets flooded [with new assets][/with].'”

    — Michael Rebibo, CFP®

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    Value Investing Gains Ground As Appetite For Risk Dims

    Investor’s Business Daily
    August 13, 2014

    “If fears that the economy is weakening prove incorrect, sectors that have excelled this year — such as REITs and utilities — may experience a sharp reversal.”

    — W. Kirk Taylor, CFP®

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    1st Portfolio Wealth Advisors Earns a Spot on FA’s 2014 RIA Ranking List

    Financial Advisor Magazine
    July 30, 2014

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    The inevitability of inflation

    The Washington Times
    June 30, 2014

    “The danger of inflation is real, so forget trying to predict the likelihood and the ‘when,’ and make sure your portfolio is properly diversified. Above all else, practice disciplined rebalancing each year. That’s what matters most.”

    — W. Kirk Taylor, CFP®

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    Investing in ETFs: Core portfolio holdings

    Bankrate.com
    June 12, 2014

    “While there is an ocean of different ETF possibilities, novice investors who buy too many funds risk inadvertently tilting their portfolios too heavily in any one direction. Too much flexibility can be a bad thing if an investor doesn’t fully understand the exposure they may be taking on.”

    — W. Kirk Taylor, CFP®

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    Should you sell mutual funds to buy ETFs?

    Bankrate.com
    June 12, 2014

    “The question of asset allocation is far more important.”

    — W. Kirk Taylor, CFP®

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    The Search for Income

    Barron’s
    April 12, 2014

    “There are great opportunities for experienced managers to add value in a market like this,” says Michael Rebibo, president and CEO of 1st Portfolio Wealth Advisors in Vienna, Va. In addition to buying individual bonds for clients, Rebibo uses active mutual funds, including Fuss’s Loomis Sayles Bond. It’s up 6% over the past 12 months, demonstrating the value of active management.
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    Ask the Expert: Should I take out a 401(k) loan to pay off debt?

    CNN Money Magazine
    April 3, 2014

    “If you make 401(k) loan payments in lieu of contributions, not only do you miss out on potential returns, but you also forgo an employer match.”

    — Michael Rebibo, CFP®

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    Investment Fees: Don’t Let Them Get You

    FoxBusiness.com
    March 31, 2014

    “There are all sorts of fees investors get hit with from commissions when working with a stock broker. Regardless of the type, fees associated with a passive fund like an ETF should be somewhere in the one-quarter of 1% range.”

    — W. Kirk Taylor, CFP®

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    Fidelity: Average 401(k) nearly doubles since ’09

    USA Today
    February 13, 2014

    “Individuals who cash out of their 401(k) plans are committing the equivalent of investment suicide. The combination of penalties, taxes and lost opportunity costs generally have disastrous implications to an investor’s long-term retirement plan.”

    — W. Kirk Taylor, CFP®