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How to Handle the Market’s Volatility
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... two of investors' current concerns are the financial troubles of the giant Chinese property company Evergrande and the fear that capital gains tax rates will rise next year. But my longer-term concern ...
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How to Handle the Market’s Volatility
(Main Content/blog)
... two of investors' current concerns are the financial troubles of the giant Chinese property company Evergrande and the fear that capital gains tax rates will rise next year. But my longer-term concern ...
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How to Invest for Inflation
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... But you need to be smart about choosing which advisor to work with. As I wrote a few years ago, most advisors are actually brokers, who are legally permitted to place their financial interests ahead of ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... being able to retire. You won't know until you take a close look and run all the calculations. That's where we can come in. Don't hesitate to call if you'd like to review your investments and your financial ...
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The Stock Market Rotation is Here
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... stocks in general—slower growers with attractive valuations—as well as hospitality, airlines, cruise lines and energy companies. Financials are another promising sector: Banks are reasonably priced and ...
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Use Tax Planning to Grow Wealth Faster
(Main Content/blog)
The most financially successful people know that growing wealth isn't just about what you earn, but also about what you keep. And that means keeping your tax bills to a minimum. With the end of the year ...
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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
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... of U.S. crops and remove limits on foreign ownership of its financial-services businesses. The S&P on Friday rose 1.1%, to 2,970. President Trump described the agreement as phase one, suggesting ...
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Bond Yields Are Low – So Where Do You Find Income?
(Main Content/blog)
... over the long term. Three dividend stocks that are worth a look right now are Discover Financial Services, which is yielding 2.1% and up 42% this year; Western Union, yielding 3.4% and up 41%, and Hawaiian ...
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Time to Invest Smarter
(Main Content/blog)
... of tariffs, they'll have to jack up prices or accept lower profits. Agricultural and tech companies will probably suffer as well, for similar reasons. On the other hand, selected financial technology ...
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Reaching Your Goals Vs. Spinning Your Wheels
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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
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Why is it that so many of us, even those with stable careers, end up in poor financial shape? In a recent study, the Federal Reserve Bank of St. Louis found not only that most Americans had saved little ...
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The Investment Outlook Is Changing
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... 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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Why a Year-End Financial Checkup Is Smart
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... about reaching your financial goals. 1. Plan to avoid retirement-account withdrawals that will trigger taxes. Often, end-of-year distributions from IRAs and other retirement accounts will cause Social ...
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Understanding What Drives the Market
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... can cut through the daily barrage of financial information to pinpoint catalysts and calculate the opportunities and risks they pose for different types of investments. Now approaching my 20th year as ...
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The Risk of Waiting for a Cheaper Market
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... invested at least some of your money at lower prices. Each investor is different, both in terms of their financial goals and their ability to tolerate risk. It's important to meet regularly with a good ...
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Is This Your Advisor's First Rodeo?
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... That's almost always a human financial advisor, who should be: • An industry veteran who has been through multiple market cycles • A competent and ethical professional • A true advisor, rather than a ...
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When You Can't Trust Your Financial Advisor
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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 ...