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The Four Most Expensive Words
This past quarter was a volatile one, especially for small and medium cap stocks. The stock market gave back much of its yearly gains. A slowing U.S. economy and fears about Europe took center...
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Investment Time Horizon and the Stock Market
It was a good quarter generally for stocks, but something interesting is happening this year in the stock market: mid-cap and small-cap stocks are trailing large-cap stocks. I believe this is...
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The Basics of Monetary Policy
Monetary policy influences investing decisions and economic outlook, but many have a hard time understanding the basics. I am not advocating that monetary policy dictate your investing approach, but...
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Why CROIC is a Value Investor’s Friend
The market flirted with corrections several times this quarter, but bounced back each time. Last week, Federal Reserve Chairman Ben Bernanke acknowledged that as economic conditions improved, he’d...
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Bonds Are an Excellent Income Vehicle, Not a Long-Term Growth Strategy
Asset allocation strategies are popular among many commission-based and fee-only advisors right now largely because they seem like common sense. Most people think the stock market is the riskier place...
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A Look at What Rising Interest Rates Might Mean for Your Portfolio
I do not like to hold cash positions in client accounts as a general rule. These are unusual times, however, as stock valuations are on the high end and the Federal Reserve (the Fed) is set to raise...
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Taking Advantage of a Market Correction
The market has fallen quite a bit recently. I know most people don’t like to see red in their portfolios, but if you have cash to buy stocks, a falling market can actually be your friend. Over the...
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