Are You Prepared for the Next Market Correction?

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If you enjoy a good read, we recommend Warren Buffett’s annual Berkshire Hathaway shareholder letters, dating back to 1965. While financial reports are rarely the stuff from which dreams are made, Buffett’s way with words never ceases to impress. His most recent 2016 letter was no exception, including this powerful insight about market downturns:

“During such scary periods, you should never forget two things: First, widespread fear is your friend as an ...

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An Index Overview Part III: Index Investing – Opportunities and Obstacles

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Legend has it, a pharmacist named John Pemberton was searching for a headache cure when he tried blending Coca leaves with Cola nuts. Who knew his recipe was destined to become such a smashing success, even if Coca-Cola® never did become the medicine Pemberton had in mind?

In similar vein, when Charles Dow launched the Dow Jones Industrial Average (the Dow), his aim was to better assess stock prices and market trends, hoping ...

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Stock Market Index – Part I: Indices, Defined

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The Dow Jones Industrial Average topped 20,000 for the first time on January 25, 2017, but you probably already knew that as every media outlet went crazy reporting the “news”. But when a popular index like the Dow is on a tear, up or down, what does it really mean to you and your investments?

That’s the real question we need to ask ourselves.

In this multi-part series, we’re going to cover some of the ...

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Post Election Day Thoughts

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election-2016After last night’s “media surprise” whether you’re feeling elated, deflated or mostly just jaded about the Election we wanted to reach out to you with a few thoughts related to the “What’s next?”. To say the least, there are more than enough political analyses available from even a single Google search, so we won’t enter into that fray ourselves.

With respect to your investments, here’s a quick ...

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Structured CDs: Buyer Beware!

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structured-cd-pngMost investors are familiar with Certificates of Deposit (CDs). You purchase one, and the bank pays you a bit of interest on it, plus your principal back at the end of the term and they are FDIC insured. They don’t yield much, but they’re nearly as dependable as it gets. As such, CDs can often serve as sensible tools for offsetting the risk inherent to pursuing higher expected returns in the stock ...

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Election: 70 Days and Counting – Presidents, Politics and Your Portfolio

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election option Last week I visited Gettysburg and toured the battlefields which represent the turning point of the civil war and reaffirmed the principles of which the United States is built. Over 150 years later those fields still speak as loudly as they did when Abraham Lincoln memorably spoke about a “new birth of freedom” for America in the Gettysburg Address. While this year’s ...

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Parenting Your Wealth in Uncertain Times

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parenting

In the face of political drama at home and violence abroad, it’s certainly been a summer for trying our patience, hasn’t it? For anyone who has ever been a parent or a child – that is, for everyone – there are several comparisons we can draw between good parenting and good wealth management. For both, plenty of patience is one of the most important qualities to embrace.

Patience Is Your Greatest Strength

As an ...

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Real Estate Investing

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Just as the world around us comes from the elements found in the periodic table, capital markets are made up of asset classes, broadly organized into stocks, bonds, alternatives and hard assets like commodities and real estate. As elemental as asset classes are to investing, it often makes sense to include some real estate investments in your globally diversified portfolio.

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Brexit Fears and the Capital Markets

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brexit

As a kid in school we learned the “sun never sets on the British empire”; fast forward this coming week we await a Brexit vote for secession from the European Union (EU). The opinion polls show a slight edge to the British exit while the bookies favor continued membership. While no one knows how the vote will turn out one of our ...

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Survivorship Bias

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statistical liesAs the famous quote by Prime Minister Benjamin Disraeli states:  “There are three kinds of lies – lies, damned lies, and statistics”. In this installment of Financial TIPs we will focus on the third type of “lie”, statistics. One trick of the trade we must watch for when accepting or rejecting a performance analysis is survivorship bias; using statistics to mislead.

What ...

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