A few years back, Charles Schwab released a study entitled, “The New Rules of Engagement for 401(k) Success.” 70% of the survey respondents said their 401(k) is their only or primary source of retirement savings. …
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Market Commentary: Week Ending 12-09-11
Global markets bounced around pretty good last week while waiting to receive the “all clear” signal from Europe that never came. As has been for weeks now, headlines in Europe are driving the markets; so…
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Active or Passive?
Just the facts… This has been the raging debate for decades: Should one use actively managed funds or passive index funds (the vast majority of ETFs are index funds)? Both sides have made fair arguments…
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How have our clients avoided the recent stock market losses?
The markets have certainly been frightening over the past couple weeks. As such, I have been receiving many “thank you” emails and phone calls from clients for selling before the market sell-off last Thursday. Several…
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Response to MSN/Barron’s Article: Investments for Generating Income
MSN posted an article today on their homepage from Barron’s titled, “Investments for Generating Income.” The article discussed investments they recommend based on how best to generate income in this economy. As a fee-only investment advisor,…
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