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Articles of Interest

Bonds Can Be Risky

If you own individual bonds or bonds within mutual funds, you may want to start taking a more cautious approach to your bond investing.  Although bonds are typically considered a relatively safe investment, we may [...]

Traditional IRA Vs. Roth IRA

Let’s explore some of the differences between a traditional IRA and a Roth IRA. With a traditional IRA, your contributions may be tax-deductible and can grow tax-deferred. In retirement, traditional IRA distributions are taxable as [...]

Core Investing Beliefs Part 2: Managing an Investment Portfolio

In the last post, we talked about our first core investing belief, that asset allocation is the most important decision in investment management. This post introduces our second core investing belief, that changing financial markets [...]

Core Investing Beliefs Part 1

We have 2 primary investment beliefs: 1)   That asset allocation is the most important decision in investment management. 2)   That changing financial markets require continuous monitoring and tactical flexibility. This post focuses on asset allocation and [...]

Inflation or Deflation: Watching for Warning Signs

There's been much debate in investing circles over the last year about whether inflation or deflation represents a more likely threat to the future of the U.S. economy. With a recovery that's still tentative compared [...]

The Math of Losses

Everyone knows the stock market has its ups and downs, but just what’s involved in recovering from a serious down?  If you lose 10% one year but your portfolio returns 10% the next year, are [...]

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