Uncover the hidden forces shaping investor behavior! Dive into the fascinating world of loss aversion and the sequence of returns, and learn how these factors can profoundly impact your investment journey.
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Discover the cornerstone of our investment philosophy: evidence-based investing. Join us as we delve into the rationale behind this approach and uncover why it's the key to sustainable financial success. Let evidence guide your investment decisions, paving the path to a strong financial future.
Unlock the secrets to safeguarding your online presence! Don't fall victim to deceptive practices—learn how to navigate the ever-evolving landscape of SEO and arm yourself with the knowledge to protect your digital identity.
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AI's role in driving up tech stocks reflects its growing importance in shaping the future of technology and business. However, we must question profits and their impact on the market.
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Unlock the secret to tax-efficient retirement planning with Net Unrealized Appreciation (NUA). Learn how this strategy can maximize your gains and minimize your tax liabilities.
To enhance your ability to capture long-term global market returns effectively, it's crucial to construct a diversified portfolio tailored to your willingness, ability, and necessity to embrace investment risks. Let’s discuss key concepts often overlooked.
Embark on the journey towards price stability—a path marked by twists, turns, and unexpected obstacles. Discover how the latest data reveals a challenging road, uneven and unpaved, yet navigable with careful analysis and strategic decision-making.
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It doesn’t matter how high you can jump if you fall out of the saddle. Let’s discuss how diversification helps minimize the bucking you must endure along the path towards long-term expected returns.
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What should we expect based on historical returns during a presidential election year? Let’s analyze market performance during past presidential election years.
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It’s essential for investors to grasp the differentiation between two types of risks. avoidable concentrated risks and unavoidable investment risk. To understand, avoid, and manage investment risks, let’s review this weeks risky business insight.
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The economy continues to demonstrate surprising resilience in the face of rising interest rates over the last couple of years. That said, let’s review a couple of definitions that we use often: soft landing and recession.
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Gradually reducing financial support for adult children requires careful planning and communication to ensure a smooth transition for both you and your children. Here are steps you can consider:
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The benefits of diversification have been well-documented and widely explained by 70+ years of academic inquiry. Discover how diversification allows you have your cake and eat it too.
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Though we’ve heard that consumers are shifting away from goods and toward experiences/services/entertainment, the data suggest otherwise. It’s a “damn the torpedoes, full speed ahead” economy!
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The desire to support one's adult children is natural and commendable; however, parents must be aware of the potential pitfalls of excessive financial aid. Let’s review the issues created when boundaries are not established.
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Many people are ill-advised to seek a pinch-hitting expert to compete for them. As an investor, are you able to disregard mob fears or enthusiasms and to focus on the simple fundamentals?
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There’s little evidence to suggest that higher prices or economic anxieties are discouraging shoppers or confirming talk that shoppers favor experiences/travel over goods. Should we assume that the economy is continuing to expand steadily?
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Let’s explore how prices are set moving forward; thus allowing us to better understand why traditional, active investors face steep hurdles when trying to compete against rather than participate in efficient markets.
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Cryptocurrency has brought exciting opportunities and significant changes to the world of finance and investments; including the first-ever spot Bitcoin exchange-traded funds (ETFs). This revolutionary move opens up a new era of accessibility and legitimacy for Bitcoin and the broader crypto market.
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We’re all anxiously awaiting the government’s release of the CPI (Consumer Price Index). Because as we know, the slowdown in inflation benefits everyone, hopefully increasing the odds of the Fed cutting interest rates this year.
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