Want to Sleep Better at Night?

Turn off the news, embrace some volatility and stick to your plan Key Takeaways Savvy investors know  there will be periods of volatility along the way to healthy long-term returns in equities. Short-term volatility—sensationalized by the financial news media—is what typically disrupts many long term investment plans. $10,000 invested in the S&P 500 when I […]

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Three Key Insights to Help You Improve Your Investment Results

I have been advising clients about investments for more than 30 years and much has changed in finance since my early days at Kidder Peabody & Co. in Philadelphia. The advances in financial theory and practice have been monumental. One reason for the advances is that cheap computing has made the study of financial data […]

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What’s An Investors Most Important New Year’s Resolution?

Avoid this pattern of behavior by using the DR Strategy…   Greed and Fear conspire to disrupt even the most well considered investment strategy and those emotions are formidable opponents for most investors. Quite simply, the majority of investors have a hard time resisting the emotions of greed and fear. The data is clear on […]

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Making Lemonade from Lemons

We often talk, especially towards year end, about loss harvesting or harvesting your losses.  While no one likes losses in his or her portfolio, this technique is the equivalent of making lemonade from lemons.  Though tax considerations shouldn’t be the primary driver of your investing decisions, losses will occur in every portfolio at one time […]

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How to Prevent Scams on Seniors

Financial scams targeting seniors have become so prevalent that they are now considered by some to be the “crime of the century.”  The below article by Marlo Sollitto of Agingcare.com does an excellent job of provided context and suggestions for lessening the risk of fraud on the elderly.  The article discusses the fact that Scam […]

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Estate Planning Checklist

Make sure family members know where to find your essential documents and contact information. Key Takeaways Sometimes it’s the simplest, but most important things that get overlooked in estate planning. Don’t be overwhelmed by the amount of essential information you need to share with loved ones. These and other checklists can help get you organized. […]

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New Legislation Extends Popular Tax Provisions

In one of its final actions, the 113th Congress passed the Tax Increase Prevention Act of 2014 and the President signed it on December 19th. This legislation extends for one year a host of popular tax provisions (commonly referred to as “tax extenders”) that had expired at the end of 2013. The following provisions were […]

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