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Lessons from the 2008 financial crisis
Lessons from the 2008 financial crisis In September 2008, the brokerage firm Lehman Brothers collapsed due to risky trading in poorly designed securities. This kicked…
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Which presidential candidates will be good, or bad, for the markets?
We should all treasure our right to vote and exercise that right with great forethought. You, our clients, are intelligent, well-educated, patriotic Americans who…
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Why rebalancing can help when markets decline
Markets are quick to react to change and current events causing them to rise and fall frequently and sometimes substantially. This summer’s double digit decline…
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Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…
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Investments to avoid when interest rates rise
We proactively seek out the best investment vehicles for our clients’ portfolios. To spur new sales, Wall Street is constantly creating new products or…
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Can I just live off interest?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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How to stay happy in retirement
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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How will rising interest rates affect your investments?
Interest Rates and Bond Prices Markets are highly complex and interest rates do not always affect investments the way pundits speculate they will. However, with…
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Stock market highs: Six things to consider now
December 2013 The U.S. stock market has recently reached all-time highs. Through the Q&As we write for various publications, we hear from a fair…
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Are you ready for the next financial crisis?
September 2013 This month marks the 5th anniversary of the 2008 financial crisis and the panic selling that gripped the world in the wake…
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Interest rates up, bonds down, now what?
June 2013 For the last few years, we have heard numerous predictions of large losses for bonds, particularly if interest rates were to rise. In…
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Municipal bond default risk way overblown
March 2011 With debt levels of many governments around the world at high levels and several states and municipalities also struggling to contain their borrowing,…
