Tag Archives: Investment Planning

Stay Ahead of the Fed – Are Interest Rates Going to Begin Rising?

        The Federal Reserve has been talking about raising interest rates for most of this year. Given their dependence on economic data, particularly employment numbers, it appears they are about to get serious. The next Open Market … Continue reading

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WHAT YOUR FINANCIAL ADVISOR DOESN’T WANT YOU TO KNOW

We have written about these issues in a variety of posts, “Avoiding The Wolf On Wall Street,” “Looking for a Financial Advisor? The “F” Word You Should Be Aware Of, etc. As fiduciaries building portfolios for our clients, we pay … Continue reading

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“Ides” – Bill Gross’ Investment Outlook For 2015

Bill Gross is a legendary and respected portfolio manager, and according to Wikipedia, “William Hunt “Bill” Gross is an American financial manager and author. He co-founded Pacific Investment Management. Gross also ran PIMCO’s $270.0 billion Total Return Fund. Gross left Pimco … Continue reading

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BALANCED INVESTING IS PART OF A BALANCED LIFE

As we see record highs occurring in the equity markets, coupled with year-end, it’s an ideal time to review your portfolios.  We recommend a holistic approach, and evaluate all of your holdings, not just one account such as your 401 … Continue reading

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DON’T OVERLOOK BALANCE IN YOUR PORTFOLIO

It could be hazardous to your wealth!  3 steps to achieving better balance. As we see record highs occurring in the equity markets, coupled with just closing out the first half of the year, it’s an ideal time to review … Continue reading

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