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Nov 22, 2015, 10:34 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, 5:46 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, 10:34 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, 10:19 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, 5:42 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, 10:34 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.
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Jan 25, 2015, 2:47 PM
This year was very good for investors in stocks of large U.S. companies: the S&P 500 index returned 13.7% for the year and actually reached new highs on 53 different days. Small company U.S. stocks returned just 4.9%.
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Oct 25, 2014, 5:39 PM
The third quarter of this year ended with a bit of drama.  In September, the U.S. stock market gave up some of its gains from the first part of the year, and the last day of the quarter saw a drop of more than 1% across most indices.
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Aug 25, 2014, 1:46 PM
Each generation has its defining experiences, or so say the demographers and authors who think about these things. Social scientists generally agree that certain pivotal events can shape peoples’ perceptions and attitudes throughout their lifetimes.
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Aug 22, 2014, 10:34 AM
Clients ask us this question often.  And for good reason, because the facts are troubling.  Research shows that at least 70% of people over the age of 65 will need long term care services at some point in their lifetime[1], and 40% will enter a nursing home for their care.