By: Nathan Twining


01 FebLessons from GameStop Mania

By now, most of us have heard plenty about the frenzy going on around GameStop (ticker GME), a brick-and-mortar video game…

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04 MarCoronavirus: The Market Gets a Cold

Over the past week, the global markets have seen a rapid drop in value due to fears about the spread and…

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17 AprIs the Inverted Yield Curve Reason to Worry?

If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…

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01 OctIrrational Expectations (and 3 things you can do to guard against them)

Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…

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19 AprMarket Volatility

Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially…

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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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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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