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23Feb2018

When advisors are working with client portfolios, rather than focusing on the many variables associated with risk, advisors may very easily end up relying too heavily on unrealistic expectations or financial models to make investment allocation decisions. More and more, firms are advertising customized solutions and dynamic portfolios. But in reality, after a client answers

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14Feb2018

As CNBC and other news stations reported calamity in the stock markets around the world last week, I felt this would be a good opportunity to discuss how we currently view the markets and the economy. And though stocks rebounded some today, there could always be more volatility tomorrow. It is entertaining to discuss theory’s,

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14Sep2017

Equifax Credit Breach Update Several days ago, Equifax, the credit reporting company, announced a security breach and hackers accessed very important personal data for over 143 million accounts. What you can do now to protect your personal credit profile Stay Alert and pay attention to any unknown emails or regular mail you receive.  You may

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06Jun2017
by Bryan Ward, CFP®, CIMA® in Economic Updates, International Markets, Investments

Tell me about the Global Economy. Things were looking up last quarter. Especially for emerging markets as global demand was picking up. However, there are some uncertainties on the horizon that could become a bigger concern for the global recovery. (1) China. We have heard this story before, but after stellar economic data in the

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11Apr2017
by Bryan Ward, CFP®, CIMA® in Current Tax & Finance News, Economic Updates, International Markets, Investments, Risk Management, Strategies

The first quarter of 2017 started off well for the stock market with the S&P 500 gaining just shy of 6% within the first two months of the year(1). But of course, that’s already behind us. So what is in store going forward? Before we do that, let us look at the macro economic conditions

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