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Investments

How Much of Your Retirement Savings Can You Afford to Lose?

  Of course when most people answer this question they will usually say, “I can’t afford to lose any of it!” So, with a retirement portfolio that has exposure to the stock market in the form of individual stocks or stock mutual funds, let’s first define a loss.  The easiest way would be when you receive your next month’s statement and you see that your portfolio value has dropped from...
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The Case For Absolute Return Investing…

The case for absolute return investing is rooted in the following: ▪ People’s decisions to buy and sell move stock and bond prices. People might buy or sell in response to external events; however, it is an individual’s decision to buy/sell, and not the actual event, that contributes to the price of a security. ▪ We cannot know what will happen in the future; we cannot know the ...
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Relative VS. Absolute Return Investing

Relative return strategies measure performance relative to the movement of an unmanaged index of securities,  the S&P 500, the Russell 2000, etc... In the world of relative returns, you “succeed” if you meet or beat your benchmark index; you “fail” if you trail your benchmark index. The consequences of failure – i.e., being fired – are quite drastic. To avoid that fate, a relative return mana...
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5 Reasons Why You Need An Estate Plan

   You Need An Estate Plan. Here's why... Avoiding Probate. We have all heard that this is something to avoid, but what are the problems with probate?  The main ones are the unnecessary costs, and the potential time delays that can tie up assets.   The good news is with good planning it can be easily avoided. Determining Beneficiaries. Without an estate plan, your assets will often...
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