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Investment Planning

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.

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?

How to diversify beyond stocks and bonds?

A reader asked: Since the stock market seems so fragile, and in the long term it seems far from certain that it is safe to entrust with a majority of our retirement and college investments, how else could we diversify and save? I know about the standard ways of diversifying like bonds, real estate, but are there other more creative ways?

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