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Ensuring your hard-earned savings is there for generations to come.

Latest From Our Blog

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Focus on the Fundamentals

Well it looks like uncertainty and worry have returned to the investment markets and people are wondering what to do. Most investors are trying to figure out whether this is the top or if the market has more room to run. They want to know whether they should be buying or selling? But they are distracted and focusing on the wrong activities.

Investing Insights
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Measure Your Risk

Well, it’s a new year and your investment accounts are looking pretty good. The stock market is at an all-time high and the part of your portfolio that is invested in stocks is doing great. But that other part of the portfolio that isn’t in stocks isn’t gaining like the stock part is.

Investing Insights
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Do You Have a System?

We’ve all been told that it’s important to have goals in life. Whether it’s a continuation of your lifestyle in retirement, starting a new business or running a marathon it is important to have goals and a vision of the future achievement of those goals. Picture yourself living the lifestyle you desire in retirement, crossing that finish line of the marathon, or running that successful business. ...

Investing
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Temper Your Emotions

The 2017 DALBAR study of investor behavior has been released and it compares the returns of the average investor with the average returns of the investment markets. And guess what – the average investor isn’t doing so well. The average investor has averaged a 3.6% return over the last 10 years in their stock funds as compared to the S&P 500 Index which averaged 6.95% over the same period. ...

Investing
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Investor Beware

On Friday, February 3rd, a new rule set to take effect on April 1st was suspended by President Trump. That rule would have made it mandatory that securities and insurance salesmen put the interests of investors first when recommending products and giving “advice.” The rule, known as the Fiduciary Rule would have forced the salesmen to provide advice and utilize investment and insurance products that are “best” for clients and maybe not so profitable for the salesmen and their firms. The salesmen lobbied the new administration with the argument that they couldn’t make as much money if they had to put the interest of the investor first.

Investing