Where’s the Value?

From 1928–2017 the value premium, the return difference between stocks with low relative prices (value) and stocks with high relative prices (growth), in the US had a positive annualized return of approximately 3.5%.[2] In seven of the last 10 calendar…

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Investing Is A Lot Like Jeans…

Written by Morgan Martin It isn’t uncommon to ask yourself, “Why doesn’t everyone just hold the same investments, since we all want to make money?” However, the process of creating and maintaining an investment portfolio is everything but one-size-fits-all. Most…

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Darkness Before Dawn?

We are not even six months removed from a period when many economists were predicting we’d see a double-dip recession. During times like these, confidence of the average investor is incredibly fragile. But as Harvey Dent reminded us in The…

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Compromise on Taxes?

You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the current income tax rates for the next two years for all Americans.  Capital…

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Changing the Definition of “Wealthy”

Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things…

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Thinking About Investing

Have you ever felt anxious about your investment portfolio?  Who hasn’t?  A recent presentation at one of our professional conferences pointed out that five out of every six years will produce a stock market return sequence that either triggers anxiety…

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