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Client Letter April 2016- March Thaw brings Leadership Shift

Client Letter April 2016- March Thaw brings Leadership Shift

 

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1292 Hits

Open Letters to the Next President

Open Letters to the Next President

by economist John Mauldin

An Open Letter to the Next President, Part 4, Where to Find $1 Trillion of Free Money, Making America Competitive Again, New York, Dallas, and Abu Dhabi

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1370 Hits

Open Letters to the Next President

Open Letters to the Next President

by economist John Mauldin

An Open Letter to the Next President, Part 4, Where to Find $1 Trillion of Free Money, Making America Competitive Again, New York, Dallas, and Abu Dhabi

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721 Hits

Diversification: What it Means

Diversification: What it Means

When you invest, it’s good to mix things up.  Diversity applies to many things in life—our friends, our colleagues, food, and sports—but it is most well known in the context of investing, and it’s commonly referred to as being diversified.

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843 Hits

Diversification: What it Means

Diversification: What it Means

When you invest, it’s good to mix things up.  Diversity applies to many things in life—our friends, our colleagues, food, and sports—but it is most well known in the context of investing, and it’s commonly referred to as being diversified.

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723 Hits

Seeking the Other kind of Alpha: Diversification

Seeking the Other kind of Alpha: Diversification

The beauty of a well-diversified portfolio is that you can come out ahead by sticking to the middle.

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904 Hits

Seeking the Other kind of Alpha: Diversification

Seeking the Other kind of Alpha: Diversification

The beauty of a well-diversified portfolio is that you can come out ahead by sticking to the middle.

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664 Hits

W!

W!

The stock market is a lot like weather in New England – wait a few minutes and it will surely change! In late February, as the wintry weather waned, Wall Street waxed, climbing a proverbial wall of worry.

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1415 Hits
Featured

W!

W!

The stock market is a lot like weather in New England – wait a few minutes and it will surely change! In late February, as the wintry weather waned, Wall Street waxed, climbing a proverbial wall of worry.

read more
1094 Hits
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Retirement Savings Options

Retirement Savings Options

In prior months, this letter has provided guidance on how much and why you should be saving for retirement.  As a refresher, previous letters are available here.  This month, we’re talking about the different retirement saving options available to employees and the contribution limits for each option

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1160 Hits

A Ray of Light for Stocks?

A Ray of Light for Stocks?

Investor Sentiment now supportive of a market bottom  

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1324 Hits
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Even Steven

Even Steven

Are you really worse off after the recent drop in stocks?

Sharp increases or decreases in the stock market may have a lower impact on your financial plan than you think. Sometimes when you lose in one aspect of your plan, you gain in another. That’s the “Even Steven” concept.

 

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Featured

A Ray of Light for Stocks?

A Ray of Light for Stocks?

Investor Sentiment now supportive of a market bottom

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1014 Hits

Fund Focus: LSBDX

Fund Focus: LSBDX

The Loomis Sayles Bond fund is a credit intensive fund that is invested in domestic and international high yielding corporate debt. What sets Loomis Sayles apart from the other high yield bond funds is their contrarian view towards the high-yield bond market. The manager of Loomis Sayles, Dan Fuss, has recently expressed his confidence in the high-yield debt market and his overall investment strategy, exclaiming that, “the focus is on security selection.” Loomis Sayles continues to be bullish on high-yield debt and remains focused on the long term cycle of the high-yield bond market.

...
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1422 Hits

Even Steven

Even Steven

Are you really worse off after the recent drop in stocks? 

From the perspective of your overall financial health, a big jump in stock prices ain’t all it’s cracked up to be. Nor is a drop in stocks as damaging as you might fear. This is the “Even Steven” concept – you lose something in one part of your plan, but you gain it back in another.

 

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849 Hits

Participant Letter February 2016

Participant Letter February 2016

 You Find out Who's Been Swimming Naked When the Tide Goes Out

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1033 Hits
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How Stories Drive the Stock Market

How Stories Drive the Stock Market

The day after posting Market Corrections: Separating Fact from Fiction, I was tickled to see this great article by Robert Shiller about how popular narratives, however unfounded, influence stock prices.  

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Market Correction: Separating Fact from Fiction

Market Correction: Separating Fact from Fiction

Some additional thoughts on the January market swoon and on Alan Blinder's WSJ article -- The Markets are Scaring Themselves

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GE's Move to Boston. Why It's Important.

GE's Move to Boston. Why It's Important.
What it Says About the Way Our Economy is Changing

Great article by Michael Porter of Harvard Business School about the importance of GE's decision to relocate its headquarters to Boston, not just because of what GE brings, but because of why it is coming.

GE's transformation over the last decade reflects how manufacturing is changing, the good things that portends for our economy and our competitiveness in global markets, but also the disruption it brings. Increasingly, the have and have not's will align along those who embrace change, and those stuck in old ways of thinking.

This has powerful implications going forward for our human capital -- one of our most valuable assets. 

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1345 Hits

A new year, a new way to think about your retirement savings - as lifetime income..

A new year, a new way to think about your retirement savings - as lifetime income..

Have you checked the Ascensus website for an estimate of your lifetime income?  This is a great way to look at your retirement nest egg.  

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726 Hits

About Us

CLIENT PORTAL

401K PLANS

Thinking Aloud Blog

August 2, 2018 by Larry Swedroe of Bickingham Alliance(BAM) a nationa...

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