Does Your Portfolio Need That New Fangled Gear?

Month: October 2014

October 30, 2014  |  

Does Your Portfolio Need That New Fangled Gear?

4 steps to streamlining your investment tackle box so you won’t be a ‘page 29 guy’ Key Takeaways • Whether fishing or investing, don’t get seduced by the fancy, but unnecessary new tools on the market. • Understand what you buy and why. • Learn from your mistakes. I introduced a very good friend of mine to fly fishing years ago. As often happens with newcomers to the sport, he was immediately hooked and decided […]

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October 23, 2014  |  

The Market Correction Survival Guide

  Don’t succumb to “Recency Bias” or other common investor mistakes made during volatile markets. Key Takeaways   Research shows that the more recent a jarring stock market, the more likely it is to distract investors from information that’s objective about their long-term investment goals. Put today’s environment into historical context. Look for tax management and rebalancing opportunities and take the financial news with a grain of salt. Don’t revise your strategy unless your investment […]

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October 16, 2014  |  

Medicare Open Enrollment Period Begins October 15

The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the past year. The open enrollment period is your opportunity to switch Medicare health and prescription drug plans to better suit your needs. When does the open enrollment period start? […]

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October 13, 2014  |  

A True Investment/Fish Story

A True Investment/Fish Story Key Takeaways Whether you’re fishing or investing, patience and persistence are keys to success. Just as anglers can’t predict exactly where and when the fish will bite, investors know you can’t predict exactly when the capital markets will produce above average returns. But we know from history, if we miss those perfect moments, then we have little chance of having a successful experience—you must have your line in the water at […]

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October 8, 2014  |  

Periodic Table of Investment Returns

A good perspective is an important part of a successful investment plan. Through the years, we have used the Periodic Table of Investment Returns to help our clients understand the relative performance of the important asset classes. The illustrations of returns that the table provides has proved to be very helpful to our clients. For that reason, we have developed the video below to help better explain the concept. We hope that you find it […]

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