While both mutual funds and exchange traded funds (ETFs) can be effective tools when creating a diversified portfolio, it is important to understand attributes of each of these investment options.
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Is retirement on your horizon? Have you thought about what it will take to be prepared financially to retire? This article provides a number of common financial decision points and action items that you may need to evaluate during your “pre-retirement” period.
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It’s almost Election Day in the US once again. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come. In financial circles, this will almost assuredly include any potential for perceived impact on markets. But should long-term investors focus on midterm elections?
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You will note in the table below that over the last year the S&P 500 (U.S. stocks) has outperformed its international counterpart by more than 22%! This disparity in performance becomes even more magnified when considering 10 year and 15 year performance numbers. In fact, U.S stocks have outpaced foreign stocks by about 2.5% annually for the last 15 years! So why is it important to take a global perspective when investing for the long term?
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For many, the largest unknown during retirement and a source of much concern and worry is the potential for “extraordinary” health-related expenses
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What was going on in 1987 to cause such market uncertainty? Well, there were a number of things. Uncertainty in the Middle East. Oil price volatility related to an OPEC collapse. An economy that had expanded rapidly, but was now beginning to slow.
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Many of our clients have asked how what will happen to the stock market if Candidate(X) wins the election. Get a historical perspective of the impact an election may have on the stock market.
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