In: Articles
- It’s a new year: What we know and what is to come - January 8, 2021
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….
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- Lessons from GameStop Mania - February 1, 2021
- Coronavirus: The Market Gets a Cold - March 4, 2020
- Is the Inverted Yield Curve Reason to Worry? - April 17, 2019
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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- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…
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- It’s a new year: What we know and what is to come - January 8, 2021
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…
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- Advice Regarding the Washington State Long Term Care Law - June 23, 2021
- Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows - January 15, 2021
- What is the new ETF rule? - December 7, 2020
If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…
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- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…
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- Advice Regarding the Washington State Long Term Care Law - June 23, 2021
- Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows - January 15, 2021
- What is the new ETF rule? - December 7, 2020
The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…
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- It’s a new year: What we know and what is to come - January 8, 2021
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…
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- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
Picture this: you take a trip somewhere great and have an absolutely wonderful experience. You love everything about this place: the…
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- Lessons from GameStop Mania - February 1, 2021
- Coronavirus: The Market Gets a Cold - March 4, 2020
- Is the Inverted Yield Curve Reason to Worry? - April 17, 2019
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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- Summer 2021 Newsletter - September 13, 2021
- Spring Newsletter 2021 - June 7, 2021
- Winter 2021 Newsletter - March 22, 2021
Great information on expectation vs reality from DFA: The Happiness Equation
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- Advice Regarding the Washington State Long Term Care Law - June 23, 2021
- Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows - January 15, 2021
- What is the new ETF rule? - December 7, 2020
As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…
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- It’s a new year: What we know and what is to come - January 8, 2021
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
These days, socially responsible investing, or SRI for short, is a popular practice among investors who consider themselves socially conscious, and…
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- Advice Regarding the Washington State Long Term Care Law - June 23, 2021
- Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows - January 15, 2021
- What is the new ETF rule? - December 7, 2020
The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…
Read More - Lessons from GameStop Mania - February 1, 2021
- Coronavirus: The Market Gets a Cold - March 4, 2020
- Is the Inverted Yield Curve Reason to Worry? - April 17, 2019
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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