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Nov 13, 2019
DYK: Solo 401K
Did You Know

DYK: Solo 401K

Are you or someone you know self-employed? If so, at some point you’ve had to think about setting up a retirement plan for your business. Someone may have approached you with the idea of a SEP IRA or a similar arrangement, but did you know that you also have the option to set up your own 401k? Depending upon your situation, this might be a significant opportunity! To understand why...

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Nov 06, 2019
October 2019 Market Commentary
Finance , Market Commentary

October 2019 Market Commentary

“There are three kinds of lies: lies, damned lies, and statistics.” Mark Twain “Chapters from My Autobiography” (1907)   The US stock market as measured by the S&P 500 is up year to date since the first of the year by 21.2%. Good news. The stock market is up year over year by 4.00%. Not such good news. The stock market in the past six months is up by 4.00%....

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Oct 30, 2019
DYK: Dollar Cost Averaging
Did You Know

DYK: Dollar Cost Averaging

Dollar Cost Averaging – is an investment strategy in which an investor makes purchases of an investment or group of investments with a fixed dollar amount at regular pre-determined intervals. This may sound familiar. A lot of us have used this strategy without being aware of it. Many of us have, for example, made a set dollar contribution to a 401k, IRA, or Educational Account. So, we know from experience...

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Aug 30, 2019
Are you a professional? 
Business , Finance , Strategy

Are you a professional? 

Are you a professional?  What does it mean to be a professional? The textbook definition is: a person who does a job that needs special training and a high level of education. But it’s more than that, isn’t it? Being a professional encompasses many things - from skillset to personality to aptitude. Here are a few common characteristics of a true professional:  Do you learn every aspect of the job...

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Aug 09, 2019
9 Keys to Effective Decision Making
Finance , Strategy

9 Keys to Effective Decision Making

9 Keys to Effective Decision Making Everyone deals with uncertainty in their lives, making decisions is one of the most difficult parts of being human. There are so many factors to consider when weighing your options - no matter the size of your decision. Here are some tips that will help you choose with confidence.

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Jul 24, 2019
Summer Daze – 2nd Quarter Market Commentary
Finance , Market Commentary

Summer Daze – 2nd Quarter Market Commentary

Summer Daze “Roll out those lazy, hazy crazy days of summer You’ll wish that summer could always be here” Nat King Cole – Those Lazy, Hazy Crazy Days of Summer A recent newspaper headline was “June’s stock market returns best since 1955”. Those inclined to look back a bit further in time might recall a headline of several months ago; “First quarter marks best start to year since 1995.” Not...

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Apr 13, 2019
Windows & Mirrors
Business , Finance , Market Commentary

Windows & Mirrors

With the benefit of hindsight (the mirror portion of our title) the near 20% stock market decline from October 3rd through December 24th of last year is something that might have been anticipated. The combination of a 25% increase in oil prices and the yield on the ten year US Treasury bond rising from 2.50% to 3.20% through the first three quarters of the year married to a notable slowing...

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Jan 20, 2019
Market Commentary
Finance , Market Commentary

Market Commentary

  The stock market’s 20% + return in 2017 led investors to approach 2018 feeling optimistic about the probability of the continuance of the good times. The market’s 10% return in the first three weeks of January last year seemed to confirm the likelihood of the fulfillment of that hope. Alas the market gave that all back and then some leaving most investors underwater some fraction of a percent by...

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