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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.

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Freakonomics: How to Be Less Terrible at Predicting the Future

Freakonomics: How to Be Less Terrible at Predicting the Future

Experts and pundits are notoriously bad at forecasting, in part because they aren't punished for bad predictions. Also, they tend to be deeply unscientific. Moreover, most of us engage in constant forecasting without even realizing it, and that can have an important impact on the way we think about investments. This podcast from Freakonomics Radio will help you rethink the subconscious ways in which we all take forecasting risk. The psychologist Philip Tetlock is finally turning prediction into a science -- and now even you could become a super forecaster.

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A Victory for Investors: The Fiduciary Rule is Here

A Victory for Investors: The Fiduciary Rule is Here

The fiduciary rule will help to ensure that financial institutions act in investors’ best interests when providing retirement advice.

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Do you Understand Diversification?

Do you Understand Diversification?

Do you understand what diversification does for your portfolio? While people generally know diversification is a good thing, they’re often not sure exactly how or why. Academic research has shown that investors don’t understand diversification's impact on volatility and expected returns.

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Couples and Money: Conflict and Resolution

Couples and Money: Conflict and Resolution

You want to be a team when it comes to your money...but you're not. Here's why  and what you can do.

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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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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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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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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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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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A Ray of Light for Stocks?

A Ray of Light for Stocks?

Investor Sentiment now supportive of a market bottom  

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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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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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Dos and Don'ts of a Market Correction

Dos and Don'ts of a Market Correction
 The best advice is too boring for TV, and not profitable enough on Wall Street.

Given recent weakness in the stock market, and financial media’s tendency to magnify every normal wiggle, this is as good a time as any to revisit some long term perspectives, and some of the do’s and don’ts of a market correction.

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A Yale Economist Wants to Make You a Better Philanthropist

A Yale Economist Wants to Make You a Better Philanthropist

Dean Karlan's ImpactMatters hopes to help prospective donors give smarter, better and more often.

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The Key to Getting People to Donate to Charities: Don’t Push It

Surprisingly, fundraisers may get more money by asking for a tentative pledge rather than a definite one.

By James Andreoni and Marta Serra-Garcia

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The Surprising Relationship Between Taxes and Charitable Giving

The Surprising Relationship Between Taxes and Charitable Giving

Researchers have been studying how taxes lead people to donate - or not. Here are the subtle and surprising results.

by Andrew Blackman

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Client Letter January 1, 2016: Axiomatically Speaking

Client Letter January 1, 2016: Axiomatically Speaking
Patience will be a virtue in 2016. You find out who's been swimming naked when the tide goes out.

Your investment portfolio has been planned carefully within your financial and behavioral ability to accept risk. But the same can't be said for all investors, many of whom got too greedy in the last few years' bull market. They'll be forced to run for cover when the tide shifts. If you play it cool, you can benefit from their errors.

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These 7 Charts Can Help You See What The Fed is Doing

These 7 Charts Can Help You See What The Fed is Doing

Since the Federal Reserve recently raised short term interest rates by .25%, there has been a lot of discussion on the impact that will have on the Domestic and International markets. Open this article and examine 7 charts that explains the decision making process of the Federal Reserve that brought the first rate hike since 2006.

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