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Markets After Major Geopolitical Events

“The world changes. This is the biggest problem in markets.” – Bill Miller, former chairmen of Legg Mason Capital Management T. Rowe Price, founder of the Baltimore-based investment firm that bears his name, wrote an essay in 1937 titled, “Change...
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Tis the Season for Wall Street Forecasting Pt. III

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Tis the Season for Wall Street Forecasting Pt. III

“Those who have knowledge, don’t predict. Those who predict, don’t have knowledge.” – Lao Tzu The annual charade of Wall Street sages predicting what will…
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Did Investors Experience a Golden Decade?

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Did Investors Experience a Golden Decade?

If 2000-2009 was the “lost decade” for U.S. equity markets, 2010-2019 might be dubbed the blissful Goldilocks decade. But just how good was it? In…
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It’s Time to Dump the Broken Risk Questionnaire

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It’s Time to Dump the Broken Risk Questionnaire

What would you do if your investment lost 20%? A) Buy more B) Sell C) Do nothing You’ve probably seen or taken a risk tolerance…
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“I’ll Just Buy Amazon Stock”

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“I’ll Just Buy Amazon Stock”

I was sipping on a watered-down passion fruit iced tea waiting for my 1 o’clock to arrive. I had never met the person face to…
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Can High Dividend Stocks Replace Paltry Bond Income?

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Can High Dividend Stocks Replace Paltry Bond Income?

“We should target high dividend payers because bond yields are offering nothing.” – Random investors everywhere. U.S. bond yields have plummeted in 2019 reigniting a…
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Are you Paying for Services NOT Rendered?

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Are you Paying for Services NOT Rendered?

You have a huge landscaping project in front of you. While you’ve done some basic lawn care in the past, this project will require the…
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Is Anyone Bullish on the Stock Market?

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Is Anyone Bullish on the Stock Market?

We shared a laugh about how easy it was to come up with a list of potential landmines for the financial markets. The conversation was…
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Should you Act on Big Down Market Days?

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Should you Act on Big Down Market Days?

“Well, that escalated quickly.” – Ron Burgundy, Anchorman It should be obvious by now that presidential tweets are untradable, unpredictable, and financial markets are paying…
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Simple Doesn’t Sell

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Simple Doesn’t Sell

“Complexity gives a comforting impression of control, while simplicity is hard to distinguish from cluelessness.” – Morgan Housel, The Collaborative Fund As financial markets flare…
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