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Don’t Gamble With Your Retirement
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Looking for an investing shortcut that will change your life? You've got plenty of company. Especially when we hear about things like hot stocks or genius fund managers or soaring cryptocurrencies, it's ...
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How to Fix Your Retirement Savings
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... more about saving and investing for retirement. ...
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Here’s Why I’m a “No” on Annuities
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... advice about investing and financial planning. Annuities also lock up your money, typically for five to 10 years. During this "surrender period," if you withdraw more than a certain percentage of your ...
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Take the Long View, Ignore the Scary Headlines
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... flow, you have to be right again and again and again. The odds of accomplishing that, and of earning a positive return over the long term, are very low. The key to successful investing is using a long-term ...
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Improving Bond Yields and the Case for Rebalancing
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... requires an 8% return over the next 15 or 20 years, there's no need to take the kind of stock-heavy risk needed to earn a 15% return. The point of investing isn't to bet the farm on gaudy returns. It's ...
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Putting the Market’s Drama in Context
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... nearly two decades, is this: It doesn't matter. For long-term investors—the people who are saving and investing for college or retirement or a second home—the market's ups and downs are pretty much irrelevant. ...
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Fighting Temptation in a Volatile Market
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... Jan. 3, investing has been anything but a fun ride. Stocks are down about 20% this year, despite rallying over the past few days. And bonds, usually a safe haven when stocks are struggling, are down ...
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Is the Next Stock Market Catalyst Taking Shape?
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... time to start planning how to invest it. Stocks are likely to be volatile for some time, but investing in the right areas soon could yield good long-term results. Bear in mind that many quality stocks ...
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When Will Stocks Get Back in the Black?
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... if you have a short-term investing horizon and may need your money back within the next year. That's because it's not clear when the market will hit bottom and stabilize. What's important to remember is ...
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Market Turmoil Brings Buying Opportunities
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... removed some of the uncertainty that has plagued tech stocks. Still, even the best-looking stocks are long-term plays, and investing is never without risk. Geopolitical hazards are among those that bear ...
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Time to Make a Shopping List
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... made its reversals look like small road bumps. It's human nature to get lost in short term trading. But it's long-term investing that can really make you wealthy. If you invested $100,000 in 1999 in ...
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How to Invest for Inflation
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... buy just about every kind of good, and today it’s a behemoth. No one can identify the next Amazon with any certainty, of course. But investing in a number of less-mature companies with ...
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The Stock Market Rotation is Here
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... Meanwhile, it's important to remain prepared for volatility. That means keeping your investment portfolio diversified, being patient, and investing based on companies' underlying strengths. It's been ...
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What to Know About the Short-Squeeze Trend
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... management and so on. There is always a way for patient investors to make money without taking on extreme risk. Please reach out if you'd like to discuss where the best opportunities for long-term investing ...
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Use Tax Planning to Grow Wealth Faster
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... can help ensure that your heirs aren't subjected to any more tax than is legally necessary. Tax planning may not be as fun as earning and investing money. But paying attention to ...
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Raise Cash, Look for Opportunities
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... recovery and the tailwind of market rotation. Because the economy and the markets remain touch and go, and it's important to really do your homework before investing. Please give us a call if you'd like ...
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Fear Means Opportunity
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... based on expected earnings will be flying blind. But you don't necessarily need to know what a company's earnings will be in the next quarter or two to know that it's worth investing in. The key is to ...
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Iran Tensions and Your Investments
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... one? Perhaps. But when it comes to investing, it's better to be safe than sorry. In times of uncertainty, you want to make sure you're making the right bets in your portfolio. Now is a good time to rebalance ...
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How to Lose Money in the Stock Market
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... when investing as we knew it seemed to be forever broken? The S&P is up 370% since the nadir of that period. And if you attempted to time the market back then – to jump out early enough and get back ...
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Bond Yields Are Low – So Where Do You Find Income?
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... Airlines' holding company, which is yielding 1.7% and up nearly 4%. For something that may be completely different, income hunters might consider investing directly in real estate. Drawing on my own ...