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Affluent Investor Investment Challenges

Affluent investors face unique challenges when putting together an investment strategy. High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only…

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Adopt Better Financial Behaviors

        Most people often struggle to keep their yearly resolutions and make headway on goals. WHY? Humans aren’t robots. We frequently behave irrationally and make emotional decisions. Build better finances this year by overcoming your brain’s natural tendencies with the behavioral finance tricks in this info-graphic. Click here to check it out!…

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Wall Street & Presidential Elections

presidential elections

What does history tell us – and should we value it? presidential elections As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing on the future of Wall Street. That said, stock market historians have repeatedly analyzed market behavior in presidential election years, and what…

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Greatest Retirement Fear?

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers.  Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more than 1,000 investors, 46% of respondents…

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Is Risk Reduction Necessary As You Age?

Two studies suggest that the “conventional wisdom” may be flawed. If you move away from equities with age, are you making a mistake? For some time, financial professionals have encouraged investors to lessen their exposure to the stock market as they get older. After all, a 60-year-old has less time to recover from a market…

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Terrorism and Wisdom Affecting Your Portfolio

“The most important quality for an investor is temperament, not intellect…” -Warren Buffet In the past few months, the world has seen several high-profile terrorist attacks. Incidents in the U.S., Belgium, Pakistan, Lebanon, Russia, and France have claimed more than 500 lives and injured approximately 1,000 people. Beyond these incidents, many other deaths and injuries…

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Making and Keeping Financial Resolutions

What you might do (or do differently) in the months ahead? How will your money habits change in 2016? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as one year ebbs into another, it is natural to think about what…

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