Posts

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Money Markets are Back!

Money Markets are back! Your bank may not have mentioned that you can earn significantly higher interest by moving your money out of your local savings account.  Typically, bank savings accounts have paid less than 1%. Today mutual fund…
ETF
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5 Powerful Reasons to Invest in ETF's

Exchange Traded Funds (ETF), have become increasingly popular. ETF's have some significant advantages over traditional mutual funds. ETFs are similar to index mutual funds. Index mutual funds and ETFs often duplicate their holdings. within…
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Two Emotions Kill Your Investment Returns

Will coronavirus fear kill your portfolio?
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What to do About Stock Market Decline

The recent stock market decline is normal, long overdue and not a reason to worry long-term. In fact, I see it as a major Christmas sale. Those that are brave enough to buy at these sale prices will be especially glad they did a decade from…
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3 Retirement Obstacles

Getting older just kind of happens.  The next thing you know you've hit 50 and can't believe you are that old. Many of my clients are fiftyish and have their focus squarely on getting their childthrough the college years and/or retirement.…
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Stock Market Roars Up - Use Logic Rather Than Emotion

The U.S. stock market just had a terrific first quarter.  The S&P 500 index was up 10.0% over the past three months. My client portfolios were not up that much because they also own many other investment asset classes that didn't advance…