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Stuff we do with money, and why.

THIS is why we don’t play with your money.

From Jeremy Torgerson, CEO of nVest Advisors: "I don't need/want your pity; I just honestly hope I can save one person from this stupid nightmare." That's not my quote. That's from a guy who just lost a huge amount of money trying to out-smart the market, and he wants to warn you. As I'm closing

The January Effect? Does it matter in 2019?

What does history tell us and how should investors react? The January Effect The January Effect is a pattern exhibited by stocks in the last few trading days of December and the first few weeks of January. During this period, particularly starting in January, the theory is that stocks tend to rise. In simple terms,

Financial Resolutions for 2019

A resolution for every month to help you gain financial independence. Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health. January: Organize paperwork. This obvious starting point eludes many. Are your

Wild Markets: here’s what NOT to do

Once again, the US equity markets have experienced a wild ride over the past couple of weeks. Here's what NOT to do: Why you shouldn't panic when stocks are getting slammed from CNBC. If you really get fearful, give us a call. That's our job!

Market Volatility – Again

It seems like once or twice a year for the last few years, we’ve had to address concerns with short-term volatility, usually in the equity (stock) markets. We’ve addressed this most important issue several times already (here) and (here) and (here) and (here), and today we felt it was important to remind our clients to

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