In: investing
- Recency Bias in Investing - November 16, 2022
- How to survive a zombie apocalypse - October 31, 2022
- This time IS different - August 10, 2020
As I watched footage of hurricane Ian wreaking havoc on the Florida coast, my four-year-old daughter asked what was going on….
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- Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized - May 19, 2023
- The SECURE ACT 2.0: Three Good features - March 22, 2023
- How Inflation Affects Asset Values - July 28, 2022
In 1980, the inflation rate peaked at 13.5%; higher than it had been in 60 years. The miserable economic conditions of…
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- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
- Lessons from GameStop Mania - February 1, 2021
Like many of you, this week I watched in horror and shock as Russia invaded Ukraine. Years of rhetoric and posturing…
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- Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized - May 19, 2023
- The SECURE ACT 2.0: Three Good features - March 22, 2023
- How Inflation Affects Asset Values - July 28, 2022
Every so often, something occurs that changes the way we invest, and we think it best to keep our clients informed…
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- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
- Lessons from GameStop Mania - February 1, 2021
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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- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
- Lessons from GameStop Mania - February 1, 2021
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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- Q1 2023 Newsletter - March 22, 2023
- Q4 Newsletter for 2022 - January 30, 2023
- Q3 2022 Newsletter - September 23, 2022
Great information on expectation vs reality from DFA: The Happiness Equation
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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
Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…
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