Economics, Investing

All-Time Market Highs: A Great Time for a Reminder

Exactly one month ago the fate of the United States was being decided, and initially the U.S. markets were pissed. The overnight futures signaled a bloodbath in the markets at the open; it was so negative, I did something I never do: I wrote a post in response to short term market activity. But then the unthinkable happened–the futures recovered, and the…

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Baby Boomers, Estate Planning, Financial Planning, Insurance, Investing, Millennials

Organizing Your Financial Plan

Once you have your financial plan, it’s important to make sure the components of the plan, i.e. insurance documents, investment accounts, estate planning documents, etc., are organized. Sure, you may know where everything is located, but does your spouse? If someone else had to locate the components of your plan, could they? How difficult would it be? I recommend keeping…

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Investing

Sell In May…Not So Fast

Don’t be so quick to “sell in May, and go away”. “Sell in May, and go away, and come back on St. Leger’s Day” was a reality in old England. In the days prior to air conditioning, English stockbrokers would leave to escape the summer heat, and would not return until September, after the final horse race of the British Triple…

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Investing, Millennials, Technology

More on Millennials and Fintech

Last week I wrote about the changes in financial services, especially pertaining toward Millennials. Below is a pretty good video discussing Fintech, Millennials, and where the financial advisory industry is heading. Enjoy!   Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please…

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Investing

Back At The Top

A few weeks ago I blogged about the frustrations of rangebound markets for the long term investor. Well, it’s been a good few weeks, and we’re back at the top of the range. We’ll soon know what this visit will bring. Stay tuned…   Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…

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Investing

Stuck In A Range

range·bound / ˈrānjˌbound/• adj. (generally of market prices) not straying outside a particular range  Source: Encyclopedia.com   After a strong recovery in the stock market following the Great Recession, the last couple of years for investors have been lackluster–better yet, frustrating, but it hasn’t been due to lack of excitement. We’ve had the Fed raise rates, the market getting upset…

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