Kulig Financial Advisors was mentioned in an article in the Wall Street Journal by Veronica Dagher on the topic of mutual funds closing their doors to investors (you may need to copy this into your browser):
This provides me an opening to briefly comment on the types of funds mentioned in the article, many of which have a small cap flavor. Some would say that we have had a 14-year cycle favoring small cap companies. Just be aware that small companies can also go out of favor for extremely long periods (as a small cap fund analyst in the 1980s, I can personally attest to that). So this is another part of your portfolio worth looking at to make sure you are not over your target weightings. They could continue to outperform with all the monetary stimulus we are experiencing, but you just never know.