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Jan 2, 2016, 11:50 AM
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, 10:16 AM
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, 4:23 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, 11:48 AM
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%. 
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Nov 22, 2015, 4:34 AM
If you are watching the news lately, it seems as if everyone out there is losing your confidential data.  The scary stories of “data hacks” are real, and include large businesses such as Home Depot, Target, Anthem/Blue Cross and even the IRS.
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Jul 25, 2015, 12:46 PM
It’s hard to believe that we are halfway through 2015 already.  But here we are, and there is a lot going on in the financial markets. 
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Jun 22, 2015, 5:34 AM
Most of you know that I strongly believe in the importance of financial advisors working in the best interest of clients. When I started my own advisory practice more than a decade ago, I couldn’t imagine doing business any other way.
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May 25, 2015, 5:19 AM
Do you remember who you named as beneficiary of your life insurance policy?  What about your 401k accounts? 
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Apr 25, 2015, 12:42 PM
April 2015-During first quarter of this year, the S&P 500 was up about 1% through the end of March while many other asset classes performed better:  Small company stocks (Russell 2000) returned 4.5%, non-US stocks (MSCI EAFE) returned 4.9%, and the Barclays Aggregate Bond Index returned 1.6%.
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Mar 22, 2015, 5:34 AM
We humans tend to have short memories, so I want to remind you that this week marked the six year anniversary of the day when the stock market stopped crashing.  On March 9, 2009, the S&P 500 bottomed out at 676.