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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Post June 2011
While many American families celebrated the official beginning of summer, those of us charged with maintaining their portfolios were hanging on the news each day as it was released. It was a rocky go, and…
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The Emotional Investor
I like to keep in-mind the beginning of Rudyard Kipling’s famous poem ‘If’ as I lead investors through weeks like last week: “If you can keep your head when all about you are losing theirs…
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State of the Markets
This blog is part of a larger white paper we’ve recently published titled: Opportunities and Risks in 2011. Click on that title to read the full version. As always, I won’t make any predictions for the…
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