Why Hire an Independent Advisor To Further Your Financial Interests?
From books to blogs, from media mavens to marketeers, from pundits to pros … there’s never a lack of talking heads telling you how to make the most of your money. Why hire an independent advisor to
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The SECURE Act – What it Means for You and Your Retirement
The SECURE Act – Setting Every Community Up for Retirement Enhancement Act – provides a mixed bag of incentives and obligations for retirement savers and service providers alike. Its intent
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Playing the Prediction Game – Hindsight Is 20/20. Foresight Isn’t.
Downplay the prediction game! Rather than basing investment decisions on predictions of which way debt or equity markets are headed, a wiser strategy may be to hold a range of investments that focus on
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Why “Safe Harbors” Can Be Risky Business And How You Can Mitigate
Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbors” investments such as bonds, bond funds, CDs, money markets, or even cash. As
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What Happens When You Fail at Market Timing
The impact of missing just a few of the market’s best days can be profound. There’s no proven way to time the market—targeting the best days or moving to the sidelines to avoid the worst. History
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Lessons for Long-Term Investors – Tale of Two Decades
The first two decades of the 21st century have reinforced important lessons for long-term investors. Holding a broadly diversified portfolio can help smooth out the swings. Having a sound strategy built
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What is the Purpose of Indexes and Index Funds? (Part IV)
Compared to actively managed funds that seek to “beat” the market by engaging in now-outdated speculative strategies, a more solid solution for sensibly capturing available market returns is offered
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Financial Planning for Women: The Best Tips for Success
You might be suprised to learn that when it comes to the big earners — those earning more than $1 million a year — women now take the cake over men. Also, the millionaire club is getting a
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Market Index Mechanics – Interesting Idiosyncrasies (Part III)
Market indexes and market index mechanics, you read about them all the time. In Part III of this series, we take a closer look at market index mechanics to gain a better understanding of why they do,
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Index Points and What they Mean (Part II)
Checking an index point at any given time is like dipping your toe in the water to see how the ocean is doing. You may have good reasons to do that toe-check, but as with any approximation, be careful
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