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Maximizing Investments

Following Your Head and Your Heart: A Recipe for Poor Investment Returns

The chronic failure of individual investors to earn investment returns greater than the market over the long term is a […]

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Lifeboat Drill Time:  In the Next Bear Market, Your Portfolio Will Likely Drop More Than Ever Before

U.S. ships are required to conduct lifeboat drills, making sure that passengers and crew are adequately prepared on how to […]

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Build Wealth by Watching the Grass Grow

Nobel Prize winning economist Paul Samuelson once said, “Investing should be dull.  It shouldn’t be exciting.  Investing should be more […]

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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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