Market Volatility and Investment Challenges

Tag: What Investors Really Want

April 28, 2015  |  

Staying in the Stream – the Key to Fishing (and Investment) Success

Key Takeaways: Just like fishing conditions, markets are also virtually impossible to predict consistently. Investing for the long-term and consistently rebalancing helps to reduce the uncertainty of the markets and put investors in the best position to succeed. Market timing is not a reliable method for fishing, or investment returns. Fly fishing is a captivating […]

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April 14, 2015  |  

Exploring the Human Factor

Despite everything we know about efficient capital markets and all the solid evidence available to guide our rational decisions … we’re still human. We’ve got things going on in our heads that have nothing to do with solid evidence and rational decisions – a brew of chemically generated instincts and emotions that spur us to […]

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March 10, 2015  |  

Traditional Versus Roth Contributions: What to Consider – PART 1

Key Takeaways The decision to make Traditional or Roth contributions to retirement plans adds an extra layer of complexity to investing. Traditional contributions allow participants to defer tax until funds are withdrawn, while Roth contributions allow participants to pay tax up front, so there’s no tax obligation upon withdrawal. When deciding what type of contribution […]

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February 24, 2015  |  

For Better Investment Results, Rely on the Evidence

Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing requires predicting markets. More than 60 years of academic research says otherwise. Still, investors are often distracted from the focus on their long term goals by the […]

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December 29, 2014  |  

Estate Planning Checklist

Make sure family members know where to find your essential documents and contact information. Key Takeaways Sometimes it’s the simplest, but most important things that get overlooked in estate planning. Don’t be overwhelmed by the amount of essential information you need to share with loved ones. These and other checklists can help get you organized. […]

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December 12, 2014  |  

Charitably Inclined
Making the most of your charitable giving

Key Takeaways Before giving money away, research your intended charities carefully on Charity Navigator–a free site that can help you give more intelligently. Charitable gifts are tax-deductible provided you are a taxpayer who itemizes deductions. However, there is a limit imposed on the amount you can deduct, and other adjustments may be required. Tax-free charitable […]

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December 10, 2014  |  

A Tale of Two Time Periods

Investors can still feel unfulfilled in these heady days for the Dow Jones Industrial Average Key Takeaways Discipline is the key to harvesting returns from risk assets. Follow your plan, not the crowd. Research shows that patient investors will be rewarded for taking smart risks on small cap and value stocks. Risk and reward are […]

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