Am I Ready to Retire?
How often do you ask yourself that very question? If you are like me (60ish, grown children, nearing end of mortgage...
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Hedge Funds - Like Picking up Pennies with a Bulldozer
Like picking up pennies with a bulldozer. That simile was how a finance professor long ago described the operation of a...
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Should I Name Beneficiaries?
YES! The process of grieving the loss of a loved one is bad enough without complicating the lives of those left behind...
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Should I add Emerging Markets to my Portfolio?
Emerging markets are characterized by rapid GDP growth, industrialization, increasing market liquidity, political...
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Shapes of the Yield Curve
A yield curve is a graph or plot of interest rates that buyers of government debt demand to lend their money over...
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Understanding GDP
Gross Domestic Product or GDP is defined as “the market value of all final goods and services produced within a country...
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Portfolio Construction - 6 Stock Types
While there are several ways to construct an equity or stock portfolio, we think a focus on the six (6) different types...
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Ladders, Barbells and Bullets
A bond ladder is a strategy for balancing risk and return within the fixed income portion of your investment or...
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A Focus on Sectors
There are several different ways to construct an equity or stock portfolio, including the more traditional approaches of...
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Is a Roth conversion right for me?
Does it make sense to pay taxes on my retirement accounts today rather than wait until later in retirement? It depends...
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Estimating Portfolio Returns
Would you build a house without blueprints? Of course not, because in attempting to do so you could waste lots of time...
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Why Dividends Matter
Dividends play an important role in the total return investors receive from their investment portfolios. The formula for...
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