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Fear Means Opportunity
(Main Content/blog)
... 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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What to Do Now
(Main Content/blog)
... for the U.S. shale oil industry, which needs relatively high prices in order to keep repaying its high levels of debt. Stocks have been selling of because investors believe these two events will create ...
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The Coming Corporate Debt Cliff
(Main Content/blog)
... Bear in mind that any investment decision needs to fit your long-term goals, your level of risk tolerance and other factors. Please consult your financial advisor for professional investment guidance. ...
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Progress in the Trade War
(Main Content/blog)
... intellectual property protections and copyright and trademark issues still lie ahead. But as I wrote in May, both the U.S. and China ultimately need to get a deal done. Trump, who is now facing ...
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Time to Invest Smarter
(Main Content/blog)
... headlines, and how you might respond as an investor. The spoiler is this: There's no need to panic, but it's increasingly necessary to be thoughtful and selective in choosing stocks. Here's some of the ...
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Don't Sweat the Trade War
(Main Content/blog)
... the market had become too complacent, assuming that a trade deal would happen and ignoring the risk that talks would run off the tracks. Our countries' trade dispute needs to be settled, both for reasons ...
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Reaching Your Goals Vs. Spinning Your Wheels
(Main Content/blog)
... need to save, and how you need to invest it, so that you can successfully fund the goal. It's critical though, that you work with a qualified financial advisor. Literally anyone can hang out a shingle ...
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The Biggest Mistakes Investors Make
(Main Content/blog)
... could up paying $3,000 in taxes and early-withdrawal penalties. Worse, the lost compound-interest opportunity on that $10,000, over 40 years, could be about $450,000. If you need money between jobs, there ...
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A Smart Investing Move to Start the Year
(Main Content/blog)
... to stocks. The solution in such cases is to sell stocks and use the proceeds to buy bonds. There's no need to go overboard with rebalancing; generally once a year is enough, and it's rarely necessary ...
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Why a Year-End Financial Checkup Is Smart
(Main Content/blog)
... 3. Revisit your magic number. If you've put together a retirement plan with a good advisor, you should know exactly how much money you'll need to retire on the date of your choice. Now is a good time ...
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What the Market Plunge Means for Investors
(Main Content/blog)
The stock market just finished a wild week, punctuated by an 830-point drop in the Dow Jones Industrials average on Wednesday. Here's what you need to know. The volatility was triggered largely by the ...
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How to Invest in Bonds as Interest Rates Rise
(Main Content/blog)
... bond holdings as a piggy bank that you can break open if a need for cash arises unexpectedly. By holding to maturity, you'll earn the interest payments, or "coupon," and get your principal back unless ...
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The Risk of Waiting for a Cheaper Market
(Main Content/blog)
... simply wait for a stock market correction so that they can buy stocks "on sale." My response is that the best time to be in the market is always NOW. I'm not talking about the money that you'll need ...
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Is This Your Advisor's First Rodeo?
(Main Content/blog)
... of time. The biggest thing investors need to be wary of, however, isn't the market. It's the experience level of those who are guiding you through it. Think about it: If your advisor is under 30, he ...
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When You Can't Trust Your Financial Advisor
(Main Content/blog)
... the best fund for me?" you ask. "Yes, it's the very best fund for your needs," the advisor responds. "Are you earning a big commission by selling it to me?" "I'm not earning a commission at all," ...
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Be Smart About Your Tax Windfall
(Main Content/blog)
... will allow you to confirm that you're saving enough so that you can retire comfortably—or how much of a shortfall you need to fill. In addition, it's an opportunity to manage the risk in your investment ...
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How a Tax Failure Could Topple the Market
(Main Content/blog)
... a reason no sweeping legislation has been passed since then. Given the competing interests in Washington, it's always been hard to get the needed majorities in the House and the Senate to agree on the ...
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Do You Need Longevity Insurance?
(Main Content/blog)
... until you reach old age. If you need it in an emergency, you're out of luck. One alternative some people may be more comfortable with is setting aside a chunk of money in a separate account, investing ...
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How to Get (and Stay) on Track for Retirement
(Main Content/blog)
... for retirement merits the extra effort. Investors should sit down around now and take a close look at how much money they're making. They also need to understand how much of their income—after taxes, ...
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Should You Buy the Trump Rally?
(Main Content/blog)
... hoops to jump through, the thinking is that they'll see their revenue and profits rise. Fewer regulations are especially good news for small companies, which need to be able to take risks, and often don't ...