WEALTH MANAGEMENT ARTICLES
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Do I Really Need an Investment Advisor?The Nine Reasons Investors Underperform Without Professional Management There are multiple layers to the question: do I really need an investment advisor? Although there are no easy answers for everyone and every situation, data shows that the vast majority of retail investors are better off utilizing the services of an investment advisor as opposed to… |
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2017 Second Quarter Investment Commentary: Markets Continue Steady Rise for YTD Positive Returns2017 year-to-date has proved to be very positive for global stock markets, and the second quarter was no exception. European stocks jumped 8.4 percent, while the broader developed foreign stock market was up 6.4 percent. Emerging-market and larger-cap U.S. stocks gained 3.4 percent and 3.1 percent, respectively. Bonds also delivered solid returns in the quarter… |
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June 2017 Investment CommentaryU.S. stocks finished May in positive territory despite a mid-month selloff that marked their biggest fall since November’s presidential election. Investors digested a steady stream of news during the month, including President Trump’s firing of FBI Director James Comey on May 9 and the subsequent launch of an independent investigation into potential improprieties surrounding the… |
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When Market Volatility Increases, Don’t Succumb to EmotionWe get it; when markets are turbulent, particularly when stocks fall unexpectedly, resisting the urge to start looking for reasons to bail out of the market can be a tall order. Yet the future is inherently uncertain; there are no guarantees in life or when it comes to investing. Anything can happen. If you have… |
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Wise Investing: The Key to Building Wealth During Today’s Bull Markets, Bear Markets and CorrectionsYou have heard – those who refuse to learn history, are doomed to repeat it. This statement is relevant in many areas, and investing and wealth management are not excluded. It is important to know at least a passing history concerning the securities markets because knowing the history will help you avoid some of the… |
