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The Art and Science of Asset Allocation

Many investors have heard the term “asset allocation” at one time or another. From the first time we sign up for a 401k plan at the office all the way through the conversations we have with financial planners in retirement we are bombarded with messages about the importance of proper asset allocation.

If You Have a Creepy Feeling You’re being Watched it’s Because You Are

It began innocently enough. You swipe your grocery club card at checkout, and as you gather your bags, the checkout clerk hands you some coupons with offers on the products you just purchased.

Charitable Giving with Purpose Magnifies Your Gifts

Most people of conscience, especially those who have done well for themselves, want to use their resources to do some good in the world.

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

How to Build a Realistic Budge and Stick with it

At the core of any successful financial enterprise, be it a household or a business, is a sound an effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis.

Asset Allocation: The Key to Long-Term Investment Returns

Watching the roller coaster ride of the stock market can make many investors queasy.  Even though the stock market has, historically, always trended up, investors can’t help but feel uneasy as they watch the values of their portfolios rise and fall with the market.

Financial Lessons For Your Teen

The 4 Keys to Effective Investment Diversification

At its core, diversification is deliberate uncertainty recognizing that it is difficult to know with particular subset of an asset class, or sector is likely to outperform another. Broad diversification, done effectively, seeks to capture the returns of different types of investments over time but with less volatility at any one time.

The 4 Essential Elements of a Retirement Plan

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

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