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News and Insights » Posts by: ryan

Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States.

While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. As we explain below, investors would be well‑served to avoid the temptation to make significant changes to a long‑term investment plan based upon these sorts of predictions.


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Posted: October 5th, 2016 @ 11:11am by ryan

The Power of Process

With the Olympics right around the corner, I recently read an article  about world-class athletes and their approach to success. The author  described how the greatest athletes, from Olympians to all-star  profession-als, focus on process rather than outcome when competing at  the highest level.


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Posted: April 12th, 2016 @ 8:49am by ryan

Why I Use a Financial Advisor

Kenneth French and Eugene Fama discuss the importance of wealth management and the value an advisor brings.


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Posted: September 15th, 2015 @ 4:45pm by ryan

Stirred but not Shaken

The last few days have been tough for global equity markets.  While there seems to be no single catalyst for the selloff, headlines abound regarding slowing global growth and increased volatility; volatility we haven’t seen since Standard and Poor’s downgraded the U.S. credit rating in October of 2011. 


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Posted: August 26th, 2015 @ 4:37pm by ryan

The Seven Roles of an Advisor

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them.


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Posted: July 22nd, 2015 @ 11:31am by ryan

Top 10 Investor Threats

When notorious early twentieth century bank robber Willie Sutton was askedwhy he robbed banks his reply was simply “that’s where the money is.”

Similarly, con men seek out individuals with money and are even more dangerous to your wealth. In fact, every year investors are bilked out of billions of dollars through fraudulent investment activities. Physicians in particular have been the target of these scams.


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Posted: January 17th, 2014 @ 6:00pm by ryan

What We Learned from the Financial Crisis

Jason Zweig is a well-respected author and expert in behavioral finance.  In the article, “What We Learned From the Financial Crisis”, he pinpoints some of the key lessons investors should have learned to help navigate the post-crisis landscape. See more here.


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Posted: September 26th, 2013 @ 12:00am by ryan
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