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Book Summary – The Investment Answer

Gordy and Murray walks individuals through the five key decisions that individuals need to make in order to be successful as investors. See how you’re doing…

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Becoming Comfortable With Money

It has always amazed me how uncomfortable some people are in discussing the topic of money. My guess is that is because of how they were – or were not – exposed to the topic. Growing up I saw my Dad and Mom work hard.

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Why Emotions Cause Investors to Fail

If you have spent any time doing research into investing, you quickly discover that there is a straightforward, well-proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust this policy over…

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Cash Out Your Stock Options?

With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds.  While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…

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Should You Hire a Financial Planner?

If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost.  Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible.  And that is great advice that…

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How Families Can Calculate Retirement Income Wants Versus Needs

Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.

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Why You Should Not Buy Stocks

No doubt there will be a few folks who read the above headline and immediately conclude that I have to be crazy. Bear with me as I make a case on why buying INDIVIDUAL stocks is normally not a good idea.

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