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Before the 4th of July holiday, all three major U.S. stock market indices closed at record highs, despite a slate of recent indicators that would suggest that the economy may be cooling down. As the present bear market has now officially been coronated as the longest...
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You can find guides and advice on how to “Spring Clean” your house, but do you take the time to “Spring Clean” your finances? Here are 3 things to consider when looing over your finances: 1. Asset Allocation Does the portfolio construciton...
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I recently had a conversation with a colleague and friend in the military who demonstrated the temptation frequently faced by investors: giving into the emotional banquet of “market” stimuli served up by the media and catered by the financial services industry. My...
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01-When can I retire? Like any good political/philosophical answer: it depends! The key question is how much is needed to meet you needs and wants in retirement. I’m reminded of a story from a podcast that I recently listened to of a client that was informed of an...
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Times like these conjure up all manner of emotions. We want to take a moment to remind our clients (and ourselves!) of a few long-standing investment and planning axioms: 1. Timing the market is a fool’s errand. It “feels” safe to take risk off the table as...
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A year ago (to the day), I wrote a commentary with the graph from Morningstar below as a central thesis of the commentary: markets are seldomly timed correctly, and the cost of missing the “re-entry” point can be devastating to a portfolio. The recent volatility in...
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