Are Individual Bonds Or Bond Funds A Better Investment?
Introduction Are individual bonds or bond funds a better investment? Bonds are an important part of an investment portfolio. Maybe you’ve heard…
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Does Behavioral Finance Matter?
Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently…
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What is Diversification?
Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all…
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Is inflation bad for investments?
Inflation is the increase in prices for goods and services during a period. It is measured by the Bureau of Labor Statistics…
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Bitcoin – Is it time to buy?
Bitcoin and cryptocurrencies are receiving significant attention lately. The collapse of FTX and arrest of former CEO, Sam Bankman-Fried, has raised concerns…
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Mutual Fund Share Classes – How They Work
Mutual fund share classes can often be confusing for investors looking to save for retirement. Understanding how they work is key to…
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Investing vs Gambling – They Are Not The Same Thing
Investing vs gambling. We shouldn’t confuse the two but often do. And to be fair, some investment decisions look a lot like…
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Mutual Funds – What You Need To Know
If you have a work place retirement account, you are likely investing in mutual funds. While other investment vehicles like exchange traded…
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Bond Mutual Funds – What You Need To Know
There is much more to bond mutual funds than meets the eye. Building a diversified mutual fund portfolio will often require the…
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Retirement Investing – Focus on What You Can Control
Successful long term retirement investing is often as simple as focusing on what we can control. This sounds easy, but all too often…
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Dow 20,000 – What Does This Mean For Your Investments?
The Dow Jones Industrial Average closed at 20,068.51 which is an all time closing high. For those that like round numbers, this…
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How To Make Smarter Investing Decisions
Investing decisions can be hard with all of the noise out there. As a financial advisor, I’ve seen the damage caused when…
