February Viewpoints

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Economic and Investment News Bits The surest way to reach financial goals is to contribute adequately on a regular basis. This is more important than asset allocation, security selection, and even risk management. Increasing contributions trumps all other aspects of investing.  The goal should be to max out payroll deductions for retirement plans.  (Source: Hal… Read more »

Investing in a Trump World – Rule #1

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When I look at social media these days, I cannot tell if the world is coming to an end, or if we are about to embark on our nation’s greatest moment. For the first time in our history, a presidential transition was followed step-by-step on social media, and the reaction is frightening. Consider that only… Read more »

February Market Commentary

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  “What are the markets going to do in 2017?”  That is the most frequent question we have been getting from our clients over the last few weeks.  And clients know our stock answers are we don’t know, we have no accurate crystal ball, and virtually all “experts” get these things wrong most of the… Read more »

Planning a Rewarding Retirement, Part 1

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This is the first in a series of articles on preparing for retirement.  The next few will deal with what retirement looks like – what I will do as I enter another stage of my life, Social Security planning, cash flow expectations, investments, planning for health care, eventual downsizing and/or re-locating, and other topics I… Read more »

January Viewpoints

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Economic and Investment News Bits “The primary driver of performance for almost any asset class in 2017 will be whether the U.S. dollar rises or falls. If the dollar falls back, U.S. equities underperform, and emerging market bonds outperforms big time. If the dollar gains because of protectionism, investors should start worrying about a global… Read more »