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What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

Professional Designations - A Quick Primer

The financial services industry is a wide and deep pool of ever-changing information. Knowledge of stocks, mutual funds, annuities, financial planning, insurance products, and a conceptual framework of taxes are just a few examples of the tools a good financial advisor must have in his toolbox.

The 4 Essential Elements of a Retirement Plan

Traditional retirement planning has always relied on the “three-legged stool” of retirement income sources: a defined benefit pension plan, Social Security, and a 60/40 stock/bond investment account.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long- term impact on your ability to achieve your financial goals.

Currency Hedging - A Quick Primer

When we hear the word “hedge,” we typically think of landscaping one’s front yard with little consideration of the secondary alternate financial meaning. Interestingly, the term has been used for several centuries to mean “to limit or restrict” losses in the world of finance, and the first use was recorded as far back as the late 1600s.

2015 Year-end Market Comments

Dear clients and friends,

The end of the year is fast approaching (less than three weeks now separate us from the New Year), and the market’s rollercoaster ride does not appear to be letting up any time soon. With that in mind, there are several items we want to address. 

Determining Your Risk Tolerance

What Financial Documents to Keep - Downsizing Your Filing Cabinet

Knowing which sensitive documents to keep and which ones to toss can be a tricky proposition. I admit I have a stack of old ATM receipts sitting in a drawer at home (why? I have no idea). Indeed, some documents can, and should, be kept indefinitely. But the vast majority of your paper file can likely be discarded. Here’s a list of which documents should be held for how long:

Teaching teens About Money - Forming Long-term Positive Habits

Parents – despite best efforts, the public school system is not sufficiently preparing your children for the real world. Sure, arithmetic, biology, and Spanish are emphasized in virtually every high school curriculum in America. But what about basic finance? As far as I know, a simple course in budgeting and financial concepts is not currently part of the program. This is unfortunate.

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