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The Blog

Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Recent Articles

Two different belief systems serve as the basis for investment decisions: the Modern Portfolio Theory (MPT) and Behavioral Finance (BF).
Markets continued their wild ride this week, heading into correction territory, and then bouncing right back. So let’s talk about what’s going on.
Identity theft has touched all of us in one way or another. In 2019, 14.4 million people were victims of identity theft.
Today was a stunning turnaround for stocks, with the Dow Jones ending the day in positive territory after being down more than 1,000 points.
Simply put, this was an ugly week for the stock market, marred by an inclination to sell into strength.
Stocks have fallen to start the year as the prospect of a more hawkish Fed weighs on the market - tech stocks have been hit hardest.
The stock market closed lower this week, as investors faded a half-hearted rebound bid during the week.
It seems that every January we have to endure the latest round of annual stock market predictions from the so-called "gurus" and "experts."
The New Year brings good news to anyone who must take a Required Minimum Distribution (RMD) from their retirement accounts.
With the ups and downs of the market and the pandemic, the fact that we are in the third year of the business cycle may surprise you.
The first week of the new year saw heavy selling in the growth stocks, rotation into value stocks, and a sharp rise in interest rates.
Please find below our quarterly market review and commentary for the 4th quarter of 2021. We hope you find it helpful.
It's tempting to think a market high is a signal stocks are overvalued or have reached a ceiling - especially after a blowout year like 2021.
Santa definitely visited the stock market through the last couple weeks of the year. The major indices closed out 2021 on a mostly positive note, particularly for the S&P 500 (+0.9%) and Dow Jones (+1.1%).
Healthcare is one of the essential parts of life's financial and personal journey. Many have not yet utilized all the tools that may help.

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