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Why DIY Investment Management Is Such a Risk
- 04/30/19
Paying attention to the wrong things becomes all too easy.
If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.
[+] Full Article Are You Retiring Within the Next 5 Years? - 03/26/19
What should you focus on as the transition approaches?
You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree.
[+] Full Article
Paying attention to the wrong things becomes all too easy.
If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.
[+] Full Article Are You Retiring Within the Next 5 Years? - 03/26/19
What should you focus on as the transition approaches?
You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree.
[+] Full Article
Event Calendar
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December 27, 2016 A calm investor may realize better long-term returns than an overly concerned one.
Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. Read more »
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December 15, 2016 A look back at 2016 thus far.
Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump. Read more »
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December 1, 2016 Why did some sectors rise more than others?
Wall Street likes certainty. When startling financial, political, or societal events occur, volatility usually follows, and the major indices may fall. Read more »
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November 9, 2016 A huge shift is underway, with the client in mind.
A wave of change is transforming the financial services profession. The shift has been gradual, but noticeable. Increasingly, financial professionals are choosing to be compensated, partly or wholly, through fees rather than through commissions. Read more » |