Economy & Markets

Why investng in global markets is important

In times of calm, the rationality of a prudent, long term strategic plan is pretty obvious. However, we can easily be forced out of our comfort zone in the face of unpleasant news. The summer of 2015 is the latest in an extensive list of time periods which provided ample opportunity for short term concern…

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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 repackaging existing ones, so our search is ongoing. Sometimes their products are useful innovations but most of the time that is not the case, such as in the bond market.…

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6 Tax Planning Strategies for Better Investment Returns

A mistake we see prospective clients make is not spending enough time tax planning. Their tax planning is usually done after their taxes are filed, if at all. Taxes represent one of the largest drains on a family’s financial assets so managing its effects is important. “Manage” is a good word for what we do.…

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WILL A STOCK MARKET CORRECTION RUIN MY FINANCIAL PLAN?

September 2014 “With the stock market at an all-time high, a devastating correction is imminent.” This is a common warning these days that has some people nervous about their investments. We have our own warning – don’t be distracted by prognosticators. Stock market corrections are not more likely at market highs. The frequency of declines…

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ARE INVESTORS FLEEING STOCKS?

April 2014 At any given point, there are things that could move markets significantly.  Events in Ukraine come to mind currently.  What is happening there is a serious issue and you probably have an opinion about how it will affect the market.  However, to profit or avoid losses from events in the Ukraine, you have…

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HOW WILL RISING INTEREST RATES AFFECT YOUR INVESTMENTS?

January 2013 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 bond prices, the effect of interest rate changes is in fact both direct and mathematically calculable. To get a bond’s current yield, divide the interest it pays by…

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