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Don’t Gamble With Your Retirement
(Main Content/blog)
... investing is one of the biggest mistakes you can make. Yes, your investment portfolio might make a nice jump in the short term, but just like at a blackjack table in Las Vegas, big initial gains can blind ...
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How to Invest This Election Year
(Main Content/blog)
... that emotions will be in full swing as the November election approaches. But where your investment portfolio is concerned, it's important to be calm and rational, to minimize your risk and be ready to ...
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We're Not Out of the Woods
(Main Content/blog)
... will be opportunities to buy hard-hit, discounted stocks once the sharp rise in interest rates fully works its way through the economy. In times like these, an experienced investment advisor ...
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The Big Question: When Can I Retire?
(Main Content/blog)
... of thumb from the investment companies mentioned above. Let’s leave aside the possibility that these firms’ advice is skewed by a desire to have you invest as much money as possible in their funds. ...
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How to Fix Your Retirement Savings
(Main Content/blog)
... $1,000 per month. That continues for the next five years. Assuming an investment return of 7% per year—which is a good bet based on historical market returns—you'll have more than $95,000 at the end of ...
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Why You Should Be Invested Right Now
(Main Content/blog)
... and savings accounts. And while long-term investments in stocks and other assets may rise and fall in the short term, history shows over the long run they help investors beat inflation and earn enough ...
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Here’s Why I’m a “No” on Annuities
(Main Content/blog)
Annuities are more popular than ever: Last year, buyers put a record $310.6 billion into the hybrid insurance and investment products, and sales are still going strong. Fixed-rate annuities, which guarantee ...
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“Sell in May Go Away” is Not the Way
(Main Content/blog)
... will happen in the long run. If you're too nervous to commit to stocks, you should note the attractive yields are available on safe investments. Six-month Treasuries, for example, were recently yielding ...
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Take the Long View, Ignore the Scary Headlines
(Main Content/blog)
... lens. Research from investment firm Dimensional Fund Advisors has found that the likelihood of an S&P 500 investor losing money declines as period of the investment grows. It found that over one-day ...
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Improving Bond Yields and the Case for Rebalancing
(Main Content/blog)
... to the Federal Reserve's campaign of raising interest rates to fight inflation. And while the bond market as a whole is flat, fixed income is once again looking like it belongs in investment portfolios. ...
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How to Get Back into the Market
(Main Content/blog)
... could be winners, when to buy, and even whether the January rally is a head fake. But before making investment decisions, I recommend that investors step back, take a breath, and think longer-term. First ...
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Five Predictions for 2023
(Main Content/blog)
... should lend momentum to the eventual market Past performance is no guarantee of future results, markets can go up and down and not all investments are right for you and your individual circumstances. ...
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Putting the Market’s Drama in Context
(Main Content/blog)
Are stocks finally bouncing back? The S&P 500 index is up about 2.4% in November, and investors are asking whether that signals the end of the bear market. My opinion, as an investment advisor for ...
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Fighting Temptation in a Volatile Market
(Main Content/blog)
... get back in well after a recovery has started. If there were reliable ways to identify market tops and bottoms, professional investment managers would never have down years. Yet nearly 80% of actively ...
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Better Inflation News Spells Opportunity
(Main Content/blog)
... to invest. It may be wisest to nibble in the near term, and if and when the good news continues, to get more and more fully invested. Don't hesitate to reach out to us if you'd like to discuss your investments. ...
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Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
... have been swept up in the broad selloff of the past several months and thus are available at very attractive prices. Don’t hesitate to contact us if you’d like to discuss your investments. ...
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When Will Stocks Get Back in the Black?
(Main Content/blog)
... that if you have a long investment horizon, say five or 10 years, time is on your side. Markets are cyclical. Volatility, corrections and bear markets are normal, and it's also normal for markets to ...
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For Investors, the Shoe Has Dropped
(Main Content/blog)
... asked me whether it would be wise to sell all their investments and get back into the market after the selloff is over. And the answer, frankly, is that it's a terrible idea. Selling investments now means ...
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What the Crashes of Netflix and Facebook Tell Us
(Main Content/blog)
... now. With economic headwinds likely to persist for at least several more months, this is a good time to review your investment holdings. Don't hesitate to reach out to us if you'd like to talk about ...
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Market Turmoil Brings Buying Opportunities
(Main Content/blog)
... models, and to be patient through the possibly volatile weeks and months ahead. Don't hesitate to contact us if you'd like to discuss your investments. ...