What has happened since September, and what we are doing for our clients.

We are nine weeks into a correction that began in mid-September.  Since that time, major stock indexes have lost all the year’s gains and then some.  Fixed income markets have also declined. We know that markets go up and down.  When they go down, it really helps when your adviser
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We are grateful

As we celebrate Thanksgiving with our families this week, we are taking a moment to share with you something that we are especially thankful for this year. You, as our valued client, are always at the top of our list. We would love to know what you are most grateful
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Buying stocks when prices are high

“…the risk of paying too high a price for good-quality stocks – while a real one – is not the chief hazard confronting the average buyer of securities.  Observation over many years has taught us that the chief losses to investors come from the purchase of low-quality securities at times of favorable
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Riskalyze Introduces GPA

Our investment management clients know that we use Riskalyze to help us quantify their risk tolerance as well as the risk in their investment portfolios.  Riskalyze now has a new feature called GPA, which measures the efficiency in a portfolio– how much return is achieved per unit of risk.  Please
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Does market volatility affect my strategy?

You have probably noticed this week that we are encountering some volatility in the stock and bond markets.  This is the second time this year.  While it may be causing you some anxiety, we hope that in times like these you will know the benefits of working with a financial
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More money, less time?

I don’t know anyone who has more money than they know what to do with.  I know those people exist. I do know plenty of people who have enough money to do what they want to do.  That is our job—helping people figure out how to do the things that
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How to cut your budget while keeping your kids 

Marriage and budgets are tough enough.  Throw a few kids in the mix, and you may find yourself feeling like your money is slipping away.  Kids come with a lot of needs and wants and no ability to produce income. It is a both a joy and a challenge to
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How to cut expenses while keeping your marriage (Part III)

You are on the budgeting home stretch!  You have read Part I and Part II and completed those first steps. Before you continue reading, pat yourself on the back and give your partner a hug or a high five.  You have come together to tackle your budget. That can be
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