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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
(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)
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
(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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Why a Year-End Financial Checkup Is Smart
(Main Content/blog)
... 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
(Main Content/blog)
... 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
(Main Content/blog)
... 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?
(Main Content/blog)
... 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 ...
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Be Smart About Your Tax Windfall
(Main Content/blog)
... accounts. The bottom line: Tax season is a good time to get together with your financial advisor for an annual review of your retirement plan and your investments. If your advisor hasn't reached out ...
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Why Bitcoin is for Suckers
(Main Content/blog)
... of Exchange, a financial exchange, started letting investors trade bitcoin futures. Essentially, it's letting people make bets on how much bitcoin will rise or fall. There's no clearer sign that owning ...
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How a Tax Failure Could Topple the Market
(Main Content/blog)
... each individual stock, bond or fund in your portfolio passes the test of quality and price. And the best way to do that is to work with a qualified financial advisor. Don't hesitate to contact us if ...
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Choosing the Right Advisor
(Main Content/blog)
It's an unfortunate fact that most people do more research before buying a car than they do before hiring a financial advisor. Choosing a financial advisor can have a huge impact on your financial success, ...
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Do You Need Longevity Insurance?
(Main Content/blog)
... sense for many people. Yet every person's situation is different; as with any investment or major financial decision, it's wise to look at all the variables before making a decision. ...
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Trump Rally Loses Steam—What Now?
(Main Content/blog)
The rally that followed Donald Trump's election in November has cooled off—but that doesn't mean good investment opportunities have disappeared. After the election, sectors like financials and energy ...
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Why Your Advisor Should See Your Taxes
(Main Content/blog)
Most people think their accountant should handle their tax return, and their financial advisor should handle their investing, and never the twain shall meet. But the fact is that your financial advisor ...
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How to Get (and Stay) on Track for Retirement
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... goals. Unfortunately, few individuals take an in-depth look at their complete financia picture every year. And most financial advisors only do a simple portfolio review. But I believe being prepared ...
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Should You Buy the Trump Rally?
(Main Content/blog)
... election, financials are up nearly 19%; energy is up 10%. Industrials are up 9.41% and materials are up 8.95%. So why should an investor be cautious right now? In a word, it's because markets are priced ...
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When That High Yield is a Trap
(Main Content/blog)
... isn’t enough.</p><p> Publicly traded companies naturally use every available accounting tactic to put the best possible face on their financial situation. They must report all their accounting ...