By: Nathan Twining

Mother bear and babies

21 JanHow to Survive a Bear (Market) Attack


If you are going to invest in the stock market for any meaningful amount of time, you will at some point…

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investment

11 SepUnderstanding Actual Returns vs. Average Returns


No financial planner can know what the future will bring, and none should pretend to. Markets, stock prices and ultimately return…

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05 May3 Simple Investment Principles To Keep You Out Of Wonderland


As a newcomer to financial planning, entering the world of investing without some basic principles to follow can feel a lot…

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home bias financial planning blog usa

11 JanHome Bias – Winter 2015


If you’ve been with us long enough, you know that we value efficient diversification on a very large scale. True diversification decreases…

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the fiscal cliff

09 OctThe Fiscal Cliff


Forefront in many of our minds lately has been the looming “Fiscal Cliff.” Over the past few months we’ve received a…

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09 JulFiduciary Standard Proposal


Once again, the S.E.C. proposal to hold all brokers to a fiduciary standard has run aground. This from a September article…

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