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Financial + Investment + Retirement Blog

Getting to the Point of a Point Thumbnail

Getting to the Point of a Point

News headlines are often written to grab attention. A headline publicizing a 500-point move in the Dow may trigger an emotional response and, depending on the direction, sound either exciting or ominous enough to warrant reading the article. However, after digging further, we can see that the insights of such headlines offer limited information.

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Déjà Vu All Over Again Thumbnail

Déjà Vu All Over Again

Fashionable investment approaches will come and go, but investors should remember that a long-term, disciplined investment approach based on robust research and implementation may be the most reliable path to success in the global capital markets.

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A Question of Equilibrium Thumbnail

A Question of Equilibrium

"Sellers were out in force on the market today after negative news on the economy." It's a common line in TV finance reports. But have you ever wondered who is buying if so many people are selling?

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The ABCs of Educating Investing Thumbnail

The ABCs of Educating Investing

With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue.

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Protecting Your Kids Identity & Credit Thumbnail

Protecting Your Kids Identity & Credit

Credit reporting agency, Experian, recently conducted a study which found that one in four children will likely be affected by identity theft before adulthood, and given these recent findings, we wanted to offer steps for parents to consider taking to help mitigate this risk.

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Sailing with the Tides Thumbnail

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go as planned, and there’ll be rough seas, but the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

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The Tao of Wealth Management Thumbnail

The Tao of Wealth Management

Insights from financial science suggest you should direct your investment efforts to the things you can control. These include taking account of your own preferences and sensitivities when choosing investment strategies, diversifying your allocation to moderate the ups and downs, being mindful of the impact of fees, and exercising discipline when emotions threaten to blow you off course.

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What's the Impact of Inflation? Thumbnail

What's the Impact of Inflation?

Inflation is an important consideration for many long-term investors. By combining the right mix of growth and risk management assets, investors may be able to blunt the effects of inflation and grow their wealth over time.

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