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A Big Market Shift is Underway
(Main Content/blog)
... the one we’re seeing can last six or 12 months, so there’s plenty of time to update your portfolio mix. An experienced investment advisor can help you to identify the best-positioned stocks going forward. ...
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Time to Make a Shopping List
(Main Content/blog)
... a discount. That allows you to buy more shares, which will amplify future returns. Especially during tricky periods like this, it pays to have the guidance of an experienced advisor, one who's been through ...
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How to Invest for Inflation
(Main Content/blog)
... promising stories increases your odds of owning a stock that can really impact your investment portfolio if you’re patient. This is where a seasoned investment advisor who really knows how to analyze companies ...
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Capital Gains Tax Hike a Possibility
(Main Content/blog)
... vague about his tax agenda for a second term; he's spoken about keeping more of workers' pay in their pockets, for instance. But he hasn't offered the level of detail that Biden has. As a financial advisor, ...
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The Coming Corporate Debt Cliff
(Main Content/blog)
... Bear in mind that any investment decision needs to fit your long-term goals, your level of risk tolerance and other factors. Please consult your financial advisor for professional investment guidance. ...
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Progress in the Trade War
(Main Content/blog)
... strong, durable earnings, and that are reasonably priced. Choosing individual stocks with the help of an expert investment advisor can, in a situation like the current one, give you a chance to outperform ...
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Reaching Your Goals Vs. Spinning Your Wheels
(Main Content/blog)
What's the difference between people who accomplish big goals in life and those who muddle along? Based on my nearly 20 years as a financial advisor, the answer is clear: Successful people are those who ...
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The Biggest Mistakes Investors Make
(Main Content/blog)
... on? As a financial advisor, I've reviewed hundreds of people's financial situations over the years. And it's clear that self-inflicted financial damage is taking a major toll. In other words, many of us ...
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The Investment Outlook Is Changing
(Main Content/blog)
... financial advisor can help you make sure you're saving enough for your goals, and that your portfolio reflects your time horizon and comfort level with risk and volatility. A good approach right now ...
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A Smart Investing Move to Start the Year
(Main Content/blog)
... year is a good opportunity to meet with an advisor and make sure your investments are striking the right balance of risk and potential reward. Your future goals are riding on it. Please reach out to us ...
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Why a Year-End Financial Checkup Is Smart
(Main Content/blog)
... 3. Revisit your magic number. If you've put together a retirement plan with a good advisor, you should know exactly how much money you'll need to retire on the date of your choice. Now is a good time ...
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Understanding What Drives the Market
(Main Content/blog)
... single catalysts don't often drive markets up or down on their own. A complex web of factors are always at work. This is why it's important to work with an experienced investment advisor. A good advisor ...
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What the Market Plunge Means for Investors
(Main Content/blog)
... advisor who is not only knowledgeable but also experienced. Remember, it's been more than 10 years since the last cycle of Federal Reserve interest rate increases ended. The countless advisors who have ...
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The Risk of Waiting for a Cheaper Market
(Main Content/blog)
... financial advisor to make sure you're making the right decisions for your long-term financial security. Please don't hesitate to contact us if you have any questions. ...
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Is This Your Advisor's First Rodeo?
(Main Content/blog)
... of time. The biggest thing investors need to be wary of, however, isn't the market. It's the experience level of those who are guiding you through it. Think about it: If your advisor is under 30, he ...
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When You Can't Trust Your Financial Advisor
(Main Content/blog)
Imagine that a financial advisor wants to sell you a certain mutual fund. "Is this the best fund for me?" you ask. "Maybe not, but it's good enough," the advisor responds. Incredulous, you reply: ...
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Trade War Ahead? Here’s What to Do
(Main Content/blog)
... best way to protect your portfolio amidst all the trade-war rhetoric is by working with a financial advisor, review each of your holdings to determine which might be most at risk. China is shrewdly targeting ...
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Be Smart About Your Tax Windfall
(Main Content/blog)
... portfolio. Your investments should seek to balance growth and safety. But even if you've worked with an advisor to strike the right balance, changing markets can destroy that balance. The past few years ...
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How to React to the Market’s Ups and Downs
(Main Content/blog)
... experienced advisor who can analyze the market and specific stocks. Don't hesitate to contact us if you'd like to discuss how to invest in 2018. ...
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Seeking Diamonds in the Rough for 2018
(Main Content/blog)
... An experienced advisor can cherry-pick the best opportunities based not just on price and dividend yield, but on underlying data about a company's strengths and weaknesses, their leadership, their market ...