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... not stock jockeys with the “hot tip” of the day…We are not market timers with crystal balls or portend the unknown events of tomorrow. We don’t sell investors, we guide them.
That being said, our Investment ...
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... lived and for the most part already priced into the economy.
Vanguard Emerging Markets Index (VWO) is a “team” much like Wichita State – you don’t want to bet against them as they’ll come through with ...
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... exemption. On the other hand, wills allow you to designate guardians for your minor children.
If you live in California, don’t own any real property and the total value of your assets is $35,000, you ...
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... but when you then introduce a dramatically changing world, most people don’t know how to adjust. Over the past month our world has seen acts of terror force people into a state of fear and shake our faith ...
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... much better as the market peeled off almost -12% at one point. Believe it or not, Q3 of 2008 was much better at “only” -9%. Most people don’t remember that because of how bad Q4 of 2008 was at -22.54%! ...
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... be a better investor the second you do it! If you don’t …you’ll repeat mistakes like thinking the Fed would raise rates in September. They had to raise rates… right? Slam dunk! No doubt! 17 of 19 Federa ...
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... believe there will be more of that volatility throughout the end of summer. Lastly, don’t be surprised to see the year end positive even if it’s only in the single digit range.
See you next month! ...
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... please don’t assume we’re day trading the stock. As much as we’ve been enamored with its potential we want to avoid any company that starts becoming a daily staple with calls to Jim Cramer or gets highlighted ...
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... global equity strategist at the Wells Fargo Investment Institute, predicted dramatic swings in many areas of the market. He summarized this sentiment by saying, “I don’t see this volatility going away ...
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... eventually weaken and once that happens it will make your favorite imports more expensive. Don’t fret too much however, as those with healthy allocations towards international stocks will do well.
See ...
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... s, plan providers are required to disclose all fees – make your money work for you and not your plan provider!
Understand the Herd…don’t follow it! (click here to read)
Behavioral Finance is a relativ ...
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... o.
In other words, don’t rush to exit door yet…As a matter of fact we believe there are still some pockets of value in REITs and rates are not going up yet. Simply put, the economy has to be a lot hot ...
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... the market’s gains
5% of stocks lost 75% of their entire value
Do you still want to spend your time trying to pick stocks or take “hot tips” from a guy on TV?
Hey…don’t get us wrong. Picking stocks ...
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... of the well-known research firms like: Morningstar, Lipper, Value Line and the Wall Street Journal do not follow or publish ratings or performance of UITs.
Expenses – We don’t want to beat a dead horse ...
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You don’t have to be a professional money manager to be aware that the swift decline in oil prices has been one of the most impactful financial headlines in years. As a matter of fact if you didn’t ...
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... sometimes the absolute opposite.
Don’t chase yields – Generally a higher yield indicates a higher risk. Look at the credit quality to fully understand the risk associated with an investment.
Don’t ...
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... their respective growth rates in the single digit range.
EVOL knocks out the #1 seeded Steelcase Inc. (SCS) and #9 Owen & Minor (OMI). Even if our predictions don’t pan out entirely in this region, shareholders ...
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... break. This is about Nielson ratings…not your portfolio goals.
Don’t get us wrong here…there is plenty of decent news that should comfort the long-term investor. Yes, many reports of healthier corporate ...
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... and your current situation but don’t rush into the next fad just because it’s being marketed to you. ...
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... world are made or triggered due to technical analysis so even if you think it’s hogwash don’t be short-sighted and ignore them.
Investor Sentiment: Ideally, you’ve kicked the tires and performed your ...