Q1 2016 Market Review and Outlook

Below is a synopsis of this investment report: In the end, the first quarter didn’t turn out so bad.  But getting from January 1st to March 30th was a real white knuckle ride for many investors.  This is why it is so important to have a plan and understand how each portfolio con
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Using Google To Discredit A Fear Monger

Below is a synopsis of this investment report: Marc Faber is one of the most well-known fear mongers, and his annual predictions catch headlines during times of heightened market volatility. A simple Google search is all it takes to discredit Mr. Faber’s predictive capabilities. Fear
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An Undeniable Relationship

Below is a synopsis of this investment report: The daily price action in the U.S. stock market has been taken hostage by oil prices over the past several months. The relationship between oil and the S&P 500 is so strong that they appear to be moving in lockstep each day. Oil does
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Ten Takeaways From The Oracle Of Omaha

Below is a synopsis of this investment report: Warren Buffet is regarded as one of the greatest investors of all time, and each year I dedicate a few hours to read his annual letter. Not only do I get smarter from reading his thoughts, I am also reminded that value investing is the tr
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The Strong Will Survive

Below is a synopsis of this investment report: The energy sector has been a major source of volatility in the equity market over the past 18 months. Only the strong survive in the wild, and the same applies in the business world. Too many weak oil producers exist and must be eliminate
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A Negative What?

Below is a synopsis of this investment report: Late last week, Japan introduced negative interest rates on a portion of deposits held at their central bank. A negative interest rate was considered inconceivable a decade ago, but today, close to 25% of global government debt outstandin
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What Can We Gain From All This Pain?

Below is a synopsis of this investment report: The first three weeks of the New Year delivered investors an 11% drawdown of the S&P 500, and many are justifiably concerned that stocks could continue to fall even further. Historical data shows that drawdowns occur very frequently b
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Is China A House Of Cards?

Below is a synopsis of this investment report: Concerns over China’s economy, currency, and stock market have ignited another round of volatility across global financial markets. China is in the very early innings of an economic transition that will likely take a decade or longer to a
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Google Gives Insight & Perspective For Investors

Below is a synopsis of this investment report: Google Trends is a website that allows a visitor to gauge the popularity of a search phrase over a given time period. Two years ago, we were forced to endure a “government shutdown” and “debt ceiling” scare, thanks to the dysfunction from
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Annual Returns Tell Investors Very Little

Below is a synopsis of this investment report: Using a single year to measure investment returns is practically useless to investors, money managers, and everyone else in the investment industry. Investors must accept down years from time to time, just as they already accept down mont
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