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Investing 102: Understanding Our Investment Philosophy

Building on our discussion of basic financial concepts in “Investing 101”, the following reviews slightly more advanced concepts, which are […]

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Investing 101

Over the years, we have had many clients approach us to convey some insights or advice on savings and investment […]

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Stock Market Volatility: Buckle Up for the Ride and Reap the Long-Term Benefits

The U.S. stock market (represented by the Russell 3000 index) has dropped around 10 percent in the past month, as […]

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How Will the Presidential Election Impact the Stock Market:  Mundane or Mayhem?

As we look toward our next presidential election on Tuesday, November 5, many Americans are concerned about what impact the […]

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What Should I Do with My I Bonds Now?  Buy, Sell or Hold?

Over the past year, we have witnessed the fastest rise of short-term interest rates since the early 1980s.  This week, […]

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The Advantages of a Rising Interest Rate Environment

The news is full of negative headlines these days about the rising interest rate environment.  The Fed Funds rate (i.e. […]

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