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5

August 5, 2020

Risk is Not a 4 Letter Word!

Risk can be a scary-sounding word. Some people like to take risks in life while others try hard to avoid them. It is the same when it comes to investing.

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28

July 28, 2020

Meet the Team – Andreas Shick

Andreas Shick recently joined the firm as an advisor. We asked him a few questions for you to get to know him a little better.

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23

July 23, 2020

“Timeless Wisdom” from Jack Bogle

Jack Bogle wrote in 2006 about 5 aspects of investing that exists even when the markets are uncertain. These words of wisdom are as applicable today as they were back then.

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15

July 15, 2020

When Does Market Timing Work?

Market timing is an investment strategy that has proven over time to be a failure. It requires the investor to know when to sell and also when to get back into the market.

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1

July 1, 2020

Diversification is Your Buddy

Spreading your assets around (a.k.a. diversification) is one of the bedrock principles of portfolio construction. Keep the three levels of diversification in mind while building your portfolio.

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27

May 27, 2020

Why Good Financial Planning is More Than Just a Plan

Real financial planning is the ongoing process and is not the “formal” financial plan. As President Dwight Eisenhower once said “plans are nothing; planning is everything.”

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