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Jan 5, 2017, 12:27 PM
What a year it was! 2016 gave us a lot of drama and plenty to talk about.
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Dec 2, 2016, 1:21 PM
For many of us, the coming weeks represent the “season of giving”, which can include giving to charitable causes.
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Jul 10, 2016, 4:09 PM
Just when it seemed like things were settling down and the markets had recovered from the China/Oil problem, we got another shock: Brexit.  In case you haven’t been watching the news, Brexit is the clever name given to the vote by the British people on whether to exit the European Union (E.U.).
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Apr 25, 2016, 4:06 PM
The U.S. stock market started 2016 with a bang -- not the good kind. The year opened with the worst five first trading days in stock market history. The decline continued through the subsequent weeks making January 2016 the worst first month on record, even worse than January 2009.
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Apr 25, 2016, 10:22 AM
You may have noticed that the fiduciary standard for financial advisors has been in the news quite a bit lately.  The brokerage industry has lobbied hard in the U.S. Congress to fight legislation that would impose a fiduciary standard – the requirement of brokers to act in clients’ best interests.
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Feb 25, 2016, 12:55 PM
I took a little time away from the office last week to enjoy a cup of coffee at a local coffee shop. Because it was a weekday morning, there were quite a few business people meeting there too.
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Jan 2, 2016, 5:50 PM
After just the first week of 2016, last year seems all but forgotten as U.S. stocks were down about 6% as of Friday.
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Dec 20, 2015, 4:16 PM
Shortly after the Federal Reserve announced the interest rate increase on Wednesday, Fed Chair Janet Yellen issued a blanket warning about potential mutual fund failures.
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Dec 14, 2015, 10:23 AM
Every year about this time, mutual fund companies disclose the amounts of capital gains they will be distributing to investors.  When mutual funds distribute capital gains, shareholders are stuck with the tax bill even if they did not personally sell shares. 
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Nov 25, 2015, 5:48 PM
This week, we can bid good riddance to the third quarter, during which nearly every stock asset class went from positive territory to negative year-to-date returns.  The Wilshire 5000, the broadest measure of U.S. stocks, was down 6.9% for the quarter posting a year-to-date loss of 5.8%.