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Your Personal CFO
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How to Think About “The Stock Market”
In this month’s client corner, we discuss how investors should think about the stock market and how one of the greatest advantages you can have as an investor is a long-term perspective.
Estate Planning: Be Aware of the Risks of Adding Adult Children on Title of Your Home
Learn estate planning strategies that can help prepare you and your parents maximize family wealth while avoiding common planning pitfalls.
The Second Worst Thing You Can Do in a Bear Market.
We’ve discussed Bear markets in great detail and how it’s important to remember that they are a normal part of the market cycle. This month’s client corner examines the worst things a long-term investor could possibly do in a bear market.
We’re in a Bear Market. You Need to Ask Yourself One Question.
Bear markets can be scary times for investors, but a market decline should be viewed as an opportunity to put money to work for the long run while stocks are trading at a discount.
The 60/40 Portfolio: When You Need It Most, It May Not Work
One of the most common investment strategies is the 60/40 portfolio. This route can feel simple and safe, but it’s not right for everyone.
How to Respond to a Crisis: Don’t.
Financial markets are resilient. The best response a long-term, goal-focused investor can make to a crisis is no response at all.
Exhaustion Is Not an Investment Policy
Market fluctuations are a normal part of investing. The key is to remember that over time, the uptrends tend to outweigh the downtrends.
Financial Journalism and the Negativity Narrative
Staying informed is important, but placing too much weight on financial media’s forecasts can often lead to poor investment decisions.
What Is the “Conservative Investor” Trying to Conserve?
Looking back at points in history where inflation was raging, real assets, like stocks have always been the best way to protect your wealth.
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