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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    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
    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?
    June 12, 2014

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

    — W. Kirk Taylor, CFP®

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    The Search for Income

    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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    Investment Fees: Don’t Let Them Get You
    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®