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The Bull Market Forges Ahead
The stock market sustained its winning ways this past quarter and so did your investment portfolio. Stock prices continued to work their way higher, despite many worrying global tensions, political infighting, falling oil prices and another Fed interest rate hike....
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Elder Financial Abuse: 5 Ways to Protect Yourself
You or a loved one are at risk of a multi-billion dollar scamming system commonly known as "Elder Financial Abuse". More than 70 percent of the nation's wealth is controlled by people over 50 years old - a group that financial criminals are targeting heavily. As...
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A Good Start to 2017, But Has the Stock Market Advanced Too Far, Too Fast?
Despite the Federal Reserve raising interest rates once again and all the political cross-currents, it turned out to be a good quarter for the stock market and a slightly positive one for bonds. Your portfolio participated broadly on the upside to mark another...
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When will Rising Rates Deliver a Knockout Blow to an Overvalued Stock Market?
A major anxiety amongst stock market participants revolves around two key factors that appear to be on a collision course. The first is an overvalued stock market. The second, is an emerging trend of rising interest rates. We made the case for rising rates last year,...
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Charles Schwab Lowers Your Transaction Fees
This month, Charles Schwab & Co., the brokerage firm where our financial advisory clients custody and safeguard their valuable financial assets, announced it was once again dramatically reducing transaction fees. Schwab reduced the standard online commission...
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Key Questions to Ask When Selecting a Financial Advisor
Selecting the right financial advisor for you is one of the most important financial decisions you will make in your lifetime. Interviewing and hiring the right financial advisor who is a good match for your needs is possible if you ask the right questions. Your job...
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