Four Questions To Ask A Financial Adviser Before Hiring Them

Four Questions To Ask A Financial Adviser Before Hiring Them

You've made the decision to whip your financial life into shape and work with a wealth advisor to achieve your goals. Now all you need to do is find a trustworthy advisor who has your best interest at heart. Read on for the four questions to ask before hiring a financial advisor.

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US Stocks Make 31 Record Highs in 2014, But Investors Panic During 3% Selloff

US Stocks Make 31 Record Highs in 2014, But Investors Panic During 3% Selloff

US stocks as defined by the S&P 500 made 31 record highs in 2014, most recently on July 24th.  Through Friday afternoon, stocks declined 3.3%, which is to say less than the decline of 4.2% we saw in April of this year, and decline of 5.6% in January.

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How to Visualize your Personal Balance Sheet

How to Visualize your Personal Balance Sheet

The cruise ship left New York heading for Bermuda. A terrible storm has blown up. The seasick passengers are in their staterooms vomiting. "Is there anything that can be done to get out of these waves," they ask? "Nothing," says the captain. "We just have to drive through until we get to the other side.

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Why the US employment situation matters more than any other indicator...

Why the US employment situation matters more than any other indicator...

Why the US employment situation matters more than any other indicator right now. Once a month on the first Friday, the US Bureau of Labor Statistics releases the "Unemployment Situation" for the previous month.

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Running out the clock on the year...and the decade!

Running out the clock on the year...and the decade!

With less than 8 trading days remaining in 2009, we're pretty much sitting on our gains with our fingers crossed.  About the only thing that could ruin our year at this point is a terrorist attack on the Rockefeller Center Christmas Tree in New York City

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November 2007 was the worst month for our strategy since September 2001.

November 2007 was the worst month for our strategy since September 2001.

By the end of October, we thought that the worst of the sub-prime crisis was behind us as many of the aggressive lenders (Countrywide, American Home Mortgage) in this space had already hit the wall.  

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Technology does best when the economy is expanding rapidly

Technology does best when the economy is expanding rapidly

For the most part, our clients trailed the averages for the year by about 4% despite a late year rally in technology stocks.  As this was the second year in a row of underperformance (last year by 1%), we reviewed our strategy from top down to see whether flaws exist. 

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