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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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What are you telling nervous clients to do now?
With the world’s stock markets having a rough start to 2016, the most common question of late from business and personal finance reporters has…
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Why stay in one fund when another is performing better?
For the last few months, the dominant story in the financial media was predicting when the Federal Reserve would raise its target interest rates.…
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Should I be concerned about recent market behavior?
Major market related news this quarter included the increased volatility of stocks in reaction to happenings in China and speculation about whether or not the…
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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…
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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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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,…
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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…
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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…
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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…
