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Thought For The Week

Don’t Take the Bait

SYNOPSIS •  There is a saying that stocks go up in escalators and down in elevators. Since the presidential election last November, it feels like this old adage may no longer apply. •  A large allocation to stocks should not be completely predicated upon an investor’s expectations for future returns. •  Discipline is one of…

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Will Rising Rates Cause Stocks to Crash?

SYNOPSIS A rising interest rate, on it’s own, is not enough to estimate the future direction of stock prices. Several investors have voiced the concern that higher rates are the beginning of the end for this bull market. The decision to sell stocks simply because rates are rising could risk leaving and investor out of…

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Should Investors Fear the Weakening Dollar

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

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

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

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

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

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

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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Why Was The Market Up/Down Today?

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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