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Top Heavy Market? Giant Firms on Top Is Nothing New

Top Heavy Market? Giant Firms on Top Is Nothing New

A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, ...

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Under the Macroscope: When Stocks and the Economy Diverge

Under the Macroscope: When Stocks and the Economy Diverge

What’s going on in the market when stocks and the economy diverge? It can be puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock ...

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Spread the Word: What’s New with Valuation Ratios?

Spread the Word: What’s New with Valuation Ratios?

This is a good time to check in with valuation ratios. These have been challenging times for value stocks. Over the 10-year period ending March 31, 2020, the Fama/French US Value Research Index returned an annualized ...

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Update of The CARES Act, April 2020

Update of The CARES Act, April 2020

With much of the country in self-isolation, perhaps you’d appreciate an update of the CARES Act, or perhaps you have time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES ...

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Earning Dividends Is Not The Only Way To Grow Income

Earning Dividends Is Not The Only Way To Grow Income

Earning dividends aren’t the only way a stock investor can generate income. Investors often see earning dividends as a way to grow income. But dividend strategies are not the only way to produce cash, and investors ...

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10 Things To Do Right Now While Markets Are Tanking

10 Things To Do Right Now While Markets Are Tanking

Not long ago, some investors had yet to experience what it was like to weather turbulent markets. Even those who had, might have forgotten how scary it can be. This concerned us. So, to help people ...

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You, The Coronavirus Crisis and Your Investments

You, The Coronavirus Crisis and Your Investments

The term “novel coronavirus” is so new, some people have apparently ​wondered​ whether it is related to Corona beer. (It is not; it’s named after its crown-shaped particles.) And yet, how quickly it has grabbed global ...

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Why Hire an Independent Advisor To Further Your Financial Interests?

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 ...

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The SECURE Act - What it Means for You and Your Retirement

The SECURE Act – What it Means for You and Your Retirement

You may have missed the news: The new SECURE Act. It was buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to ...

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Investment Advice

Strategic vs. Tactical Asset Allocation: Does It Matter?

Strategic vs. Tactical Asset Allocation: Does It Matter?

Strategic vs. tactical asset allocation … they both sound pretty good as an investment strategy, don’t they? There’s only one problem: I may have left you guessing as to what I’m even talking about. One of ...

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Can Small Cap Stocks Weather the Storm?

Can Small Cap Stocks Weather the Storm?

With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised to struggle. Are small companies more vulnerable now than they have been during other periods ...

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Choosing Between a Fee-Only or Fee-Based Advisor

Choosing Between a Fee-Only or Fee-Based Advisor

As if sensible investing isn’t challenging enough, some of the related terminology can add even more confusion … like fee-only advisor vs. fee-based advisor. At a glance, you might assume these are one and the same ...

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Three Upside-Down Investment Insights

Three Upside-Down Investment Insights

Here, we cover a trio of weird, but wonderful “upside-down” investment ideas. Often, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. Buy ...

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10 Things To Do Right Now While Markets Are Tanking

10 Things To Do Right Now While Markets Are Tanking

Not long ago, some investors had yet to experience what it was like to weather turbulent markets. Even those who had, might have forgotten how scary it can be. This concerned us. So, to help people ...

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Cost of Investment Decisions And Why They Matter

Cost of Investment Decisions And Why They Matter

Wild markets, legislative updates, unexpected personal events … Much of what impacts your investment decisions is beyond your control. That said, you do have a big say on how much you spend on investing. By tending ...

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The 2010s: A Decade In Review

The 2010s: A Decade In Review

Imagine it is early January 2010 and you are reading a decade in review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the ...

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Lessons for Long-Term Investors - Tale of Two Decades

Lessons for Long-Term Investors – Tale of Two Decades

The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced some timeless market lessons for long-term investors: Returns can vary sharply from one period to another. Holding a ...

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A Financial Index Overview:  Part I - Indexes Defined

A Financial Index Overview: Part I – Indexes Defined

Since nearly every media outlet on the planet reported the news, you probably already know that the Dow Jones Industrial Average topped 20,000 for the first time on January 25, 2017. But when a popular financial ...

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Retirement Advice

6 Tax Planning Strategies to Optimize Your Retirement Wealth

6 Tax Planning Strategies to Optimize Your Retirement Wealth

You’ll benefit from the tax planning strategies in this post, whether you are currently retired or are still counting down the years, months, or days until retirement. Being deliberate about your income, investment vehicles, and tax ...

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Financial Anxiety

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank account and wonder. What is going ...

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The Tao of Wealth Management

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that ...

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A Focus on Fixed Income

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, ...

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What’s Social Security Got for You?

  Building the best strategy starts with pinpointing your benefit at different ages. Back in the late 1980s, when much like today there was mounting concern about the future of Social Security, Congress decided to reassure ...

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Timing is Critical for Boomers Preparing to Claim Social Security

Make the Most of Your Benefits It has begun. America’s largest generation, the 79 million strong, post World War II baby-boomers has begun cashing in on its Social Security benefits. And, just as history records the ...

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Divorce & Women's Wealth

Financial Anxiety

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank account and wonder. What is going ...

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Divorce and Social Security Benefits

Even if your ex-spouse has not applied for benefits, you may qualify to collect spousal Social Security payments based on his or her earnings record. When looking at divorce and Social Security remember, the end of ...

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