July 2016 Monthly Insight: Brexit!

On Friday, June 24, the day after the United Kingdom voted to leave the European Union, we sent out a client update via email.  The theme of our alert was that the "leave" vote took world-wide investors by surprise and investors don't like surprises.  We also...

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June 2016 Monthly Insight: Market Indexes and Benchmarking

When people talk about "the market," exactly what are they talking about?  More than likely, they are talking about one of two indexes that are widely reported in mainstream media, financial networks, and many daily publications. These two indexes are the Dow Jones...

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Common Financial Wisdom: Theory vs. Practice

In the financial world, there are a lot of rules about what you should be doing. In theory, they sound reasonable. But in practice, it may not be easy, or even possible, to follow them. Let's look at some common financial maxims and why it can be hard to implement...

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May 2016 Monthly Insight: A Special Piece by Nick Murray

This month's monthly insight features a special edition story by Nick Murray, who is in his 50th year in the profession of financial advice and is one of the industry's premier speakers and the author of eleven books.  Nick was the 2007 recipient of the Malcolm S....

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April 2016 Monthly Insight: Recession or No Recession?

Recently, the focus for investors has been all over the map. This is not an all-inclusive list but it adds up to a whole host of worries investors are grappling with in the short term: Oil prices Corporate earnings The global economy China's economy China's currency...

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February 2016 Monthly Insight: The January Barometer

"As January goes, so goes the year." At least that is the case according the old adage made popular by the Stock Trader’s Almanac. This phenomenon is also known as the "January Barometer." It simply means that January’s market’s performance, as measured by the S&P...

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December 2015 Monthly Insight: The Clouds Part

Bernard Baruch is not a household name, so a quick background is in order. He was a financier, a stock investor, a philanthropist, and an economic advisor to Presidents Woodrow Wilson and Franklin Roosevelt.  Baruch once quipped, “The main purpose of the stock market...

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