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Should Investors Fear the Weakening Dollar

July 7, 2017

SYNOPSIS • The U.S. dollar (USD) plays an integral role in global economic activity, so its value relative to other major currencies is watched very closely. • A weaker currency does not imply a weaker economy, and the two often march to the beat of their own drum. • The USD is the most widely…

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Another Bear Market

June 30, 2017

SYNOPSIS • This week, oil fell into its sixth bear market in the last four years. • Oil has been a big story and market-mover since Saudi Arabia started a price war back in 2014. • Saudi Arabia will regret the day they started this price war. (436) – Another Bear Market-

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5 Challenges Facing Investors

June 23, 2017

SYNOPSIS • The “60/40” playbook worked well over the last three decades thanks to falling interest rates and strong economic growth. • Five challenges face investors that will make the 60/40 approach less effective. • Complex markets call for more sophisticated solutions, and using a playbook designed for simpler times is akin to bringing a…

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Words To Live By

June 16, 2017

SYNOPSIS • The best part of being a professional investor is the opportunity to learn something new every day. • Investors are wrong far more times than they are right, so it’s important to view every hit or miss as a learning exercise. • Here are ten lesser-known quotes that have helped guide my investment…

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How to Help the Next Generation Plan for Retirement

June 2, 2017

SYNOPSIS – Retirement planning has become far more complicated for the younger generation relative to when current retirees first got started. – Hear are some tips to start preparing today for markets tomorrow that will help them navigate the complexities that they will most likely face. – Disciplined investing can build a nice nest egg…

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A Bitter Rivalry

May 26, 2017

SYNOPSIS • Yale University’s endowment returns have crushed the competition over the last 25 years. • Alternative investments are those that are not considered to be traditional investments such as stocks, bonds, and cash. • Yale can attribute its stellar performance to its large allocation to alternative investments. (432) – A Bitter Rivalry

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Protecting Against Pilot Error

May 12, 2017

SYNOPSIS • A survey conducted back in 2015 indicated that 37% fear the stock market and 73% equate buying equities to gambling. • Given the events that have transpired in equity markets since the late 1990s, it is understandable to hear that investors feel that the stock market is rigged. • Hiring a professional and…

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Becoming Comfortable with Uncomfortable Investements

May 5, 2017

SYNOPSIS • The adage to “buy low and sell high” sounds like an obvious path to building a large nest egg. • The problem is that executing such a strategy is extremely difficult to pull off on a consistent basis. • Those investors who can become comfortable with uncomfortable investments should do better over time.…

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Why Was The Market Up/Down Today?

April 28, 2017

SYNOPSIS • Market pundits are obsessed with understanding the short-term movements in equity markets. • According to those who follow the daily market moves closely, raising cash to pay taxes was the reason the market fell last Friday. • The daily moves in equities are often a mystery, and the explanations conjured by those who…

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Should Investors Sell All Their Bonds?

April 28, 2017

SYNOPSIS Concerns over rising interest rates have led to more than one market pundit calling for a “bloodbath” in bonds over the coming years. Bloodbaths do not happen all that often, and even so, the term is a relative one. Investors must always remember why bonds are included in a diversified asset allocation. (427) –…

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