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Search results for: back to basics:

14 posts matched your search

Irrational Accounting

This is a blog in a series I titled “Mental Money Mistakes.” What are mental money mistakes? They’re subtle errors in judgement—basic oversights and miscalculations. As a rule, they tend to be subtle and easy to miss. I’m not talking about big mistakes like taking on a bunch of debt, spending more than you can afford, or being too risky with your investments. No, these are the kinds of mistakes just about anyone can make, even if you’re intelligent and hard-working.

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2014: The Year in Review

Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What got us to where we are today? What lessons can we learn from the past twelve months?

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Memorial Day Remembrance

Recently, I have been thinking about how when a chapter in our life closes, we so often look back and think, “I had no idea what I was getting into.” Take marriage, for example, or having a child. We usually think we know what to expect, but when it actually happens, we realize that in truth, we had no idea.

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2013 Year In Review

Every January, it’s customary to take a look back at the year that was. What were the highlights? What were the lowlights? What got us to where we are today? What were the events we’ll always remember?

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Back to Basics: Investment Funds

A Few months ago, I started a new series of blogs called “BACK TO BASICS.” In each blog we examine one of the basics of financial planning and investing.

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Trump Delays DOL Rule: What You Need To Know

Back in 2015, former President Obama called on the Department of Labor (DOL) to update certain regulations regarding the financial services industry. The end result was a new rule largely known as the “DOL Fiduciary Rule.” To put it very simply, this rule requires all financial advisors to act in the best interests of their clients when giving advice on retirement accounts.

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Our 2015 Year In Review

Every January, it’s customary to take a look back at the year that was. What were the highlights? What were the lowlights? What got us to where we are today?

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This Is What You Pay Us For

If you’ve opened a newspaper or kept an eye on the markets lately, you know that the last few weeks have been crazy. Volatility is back, and it’s back with a bang. Currently, we are experiencing what’s called a market correction—a 10% drop from a recent peak.

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Our 2016 Year in Review

Every January, it’s customary to take a look back at the year that was. What were the highlights? What were the “lowlights”? What got us to where we are today? What were the events we’ll always remember? Most importantly, what did we learn? To answer that, let’s briefly recap some of the most notable events of 2016. Some have to do with politics and some with the markets. I’ll even throw a little “sports talk” in. Then see if you can spot a common theme.

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