PROFESSIONAL JOURNAL

The Fed and Markets (Part 2)

Friday, August 18, 2017

In the second installment of a three-part series, we look at how stocks and bonds are valued, and how economic factors (including those triggered by the Fed) move those values.

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The Fed and the Markets (Part 1)

Friday, July 28, 2017

Everyone talks about the Fed and what it's up to, but many people are unclear about how it works and the ways it impacts the markets.  The first of a three-part series

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What ARE You Paying For?

Thursday, June 15, 2017

With low-cost investment houses and robo-advisers competing for your business, it's more important than ever to be clear about what you're getting for the investment management fees you're paying.

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Investment Shock Absorbers

Friday, April 14, 2017

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions.

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Client Alert: The IRS Annual "Dirty Dozen" List of Tax Scams for 2017

Thursday, March 16, 2017

The IRS announced its 2017 "Dirty Dozen" list of tax scams today. Take a look at the enclosed links to stay up-to-date on what to watch out for when filing your own taxes this month!

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Still Time to Make 2016 IRA Contributions

Wednesday, March 15, 2017

Even though we just moved our clocks ahead, in the world of IRAs time stands still (at least for a little while yet), because there's still time to make a 2016 regular IRA contribution.

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Don't Look Now

Wednesday, February 15, 2017

There’s so much going on these days.  The stock market is rising, bond prices are dropping (sort of), emerging markets are all over the place.  Portfolio-watching is becoming as big a spectator sport as football.  Maybe bigger, given football’s recent television ratings.  But watching your portfolio can be bad for your financial health.  The more often people look at their investments, the less likely they are to take on risk.

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Fiduciary Standard: Why the Objections?

Friday, January 20, 2017

There is a lot written lately about the "fiduciary standard" in investing, largely because the Department of Labor is set to impose that standard on advisors who manage retirement accounts. Essentially, it means putting the interests of another ahead of your own. This seems like it should be the undisputed goal of every investment advisor: we should always be putting our clients' interests ahead of our own. So why is the brokerage industry fighting it?

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What a Difference a Day (or Two) Makes

Thursday, November 10, 2016

The Dow has increased by about 3% since the first of the month. It went up dramatically when it became clear that Clinton was going to win. It went up about the same amount when it became clear that Trump actually won. So much for predicting market moves. So what lessons can we learn from politics and the market?

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Be Not Afraid: Fear, Politics and Investing

Monday, October 31, 2016

In this election season, all decisions seem to be fear-based. Each side stirs up voter fear about the other. Fear of terrorism, crime, international tension, permanent job loss. Fear of some other group (government bureaucrats, religious fanatics, illegal immigrants) taking something from us. Republicans are hunkering down against Democrats, and vice versa.

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