Can North Korea Impact Your Nest Egg?

Below is a synopsis of this investment report: President Trump’s “fire and fury” remark this week that targeted North Korea injected volatility into a stock market that has otherwise been relatively quiet this summer. Any military response will most certainly cause v
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Five Questions Answered

Below is a synopsis of this investment report: Investors are anxious to understand the reaction in global financial markets to the outcome of the presidential election. More specifically, they want to know why conservative and income-focused portfolios have failed to keep up with the
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After Summer Slumber, Volatility Returns

Below is a synopsis of this investment report: The market is facing a dilemma based on mixed information and an uncertain political landscape. On the one hand, economic data is neither weak nor strong enough to make the choice to raise interest rates easy for policymakers. On the othe
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Rolling The Dice

Below is a synopsis of this investment report: One of the easiest ways to lose money is to refuse to accept the notion that markets evolve over time. Achieving the same return in conservative portfolios that existed years ago now requires a material increase in volatility and risk. In
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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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You Say Tomato, I Say Tomato

Below is a synopsis of this investment report: Volatility exploded this week across global equity markets as investors ran for safety over fears of China’s economy, commodity prices, and interest rate speculation. Whereas traders who worry about the short term market movements interpr
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Time To Rip Off The Band-Aid

Below is a synopsis of this investment report: The Fed’s monetary policy of artificially low interest rates was enacted to help our economy recover after the financial crisis but has mostly failed to do so. Zero interest rate levels rarely helps those investors who rely on income from
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Why Do We Even Try To Predict The Future?

Below is a synopsis of this investment report: Annual predictions for the S&P 500 and other equity indices are almost always wrong, and the ones who get it right are nothing more than lucky. Equities are far too volatile to conduct an annual forecast with any level of statistical
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Discount Shopping Is So Much Fun

Below is a synopsis of this investment report: Volatility surged in financial markets this week due to fears of slowing global economic growth, technical factors that concern day traders, and news of the Ebola virus spreading in Dallas. The Investment Committee strongly feels that the
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