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Life, Dollars, and Sense

Now This Is Why We Have Bonds!

I was at a party this weekend and as I have come to expect, I received the following question more than once: so, what do you think is going to happen in the market this week? I gave my usual professional answer: I have absolutely no idea! Of course the folks that I were speaking with all had their thoughts/opinions but we all agreed that none of us truly did know what today would bring.

Investors Beware: The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

Identity Theft: Prevention and Mitigation

It may be anecdotal, but it does seem that more and more folks are becoming victims of identity theft. We file taxes for our clients and we have had a couple of clients over the past few years for whom we attempted to file their tax return only to have it rejected because the IRS thought it had already been filed!

Who Do You Trust in the Financial Services Industry?

While I think about this issue quite a bit and attend many industry sessions on this topic, I have shied away from writing in any detail about this issue on this blog.

The Case for Global Diversification

Question: if I told you at beginning of 2014 the US dollar would strengthen by 10% against the other major currencies around the world (the euro, yen, etc...) would that be a good thing?

The Value of a Real Financial Planner and Retirement Planning

"Results from this study demonstrate the importance of differentiating between financial planners whose primary objective is to sell financial products versus financial planners who create a retirement plan by first quantifying retirement goals and objectives." This is the very last sentence in a

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  • Storing and Easily Locating Your Vital Documents

    Do you know where to locate your birth certificate? How about your passport? How about your will, power of attorney, or health care directive? Many of us store these documents in a 'secure' location such as a fire-safe at home or bank safe-deposit box. But what if you need quick access to any of these documents?

    How to Increase Your Returns with Tax-Savvy Investing

    After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest obstacle to building wealth. A sound investment strategy not only seeks to generate returns on your capital, it also seeks to preserve as much of your capital as possible to keep it working for you.

    What Planning Lessons Can We Learn From The President's Tax Return?

    Last week the White House released the President's 2013 tax return. Being curious financial professionals we decided to take a look and see if there are any financial planning lessons that can be learned from the tax return of the most powerful couple on the planet.

    Getting Savings Off to a Strong Start in 2014

    In response to the last blog posted here near the end of 2013 I received an e-mail from a fairly new client with the same title of this post.

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