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Financial Planning & Economic Analysis Blog

2016 4th Quarter Newsletter

2016 4th Quarter Newsletter

“The Stock Market is Non-Partisan,”  Doug Ramsey, Leuthold Group Executive Summary: The elections are unlikely to have a significant impact on markets. Investors who seek reasonable returns can always do so (and have always done so) by owning the debt and equity of firms that are reasonably cheap, have reasonably…

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Why is Your 401k Fund so Risky?

Why is Your 401k Fund so Risky?

Why is Your 401k Fund so Risky?  Because Experts are Telling You to Buy Funds Run by Clerks Managing Other People’s Money (with no skin in the game)! In last week’s story, Joe was forced to retire a decade later than planned because his portfolio took a tumble.  And it…

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Morgan Stanley Caught in Cross Selling Scandal

Everyone is talking about cross selling since the scandal at Wells Fargo. The more you hear about this the more you become aware of the conflicts of interest this underscores. This week the Massachusetts Attorney General brought a suit against Morgan Stanley for overly aggressive cross selling. Every publicly traded…

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3 Life Changes That Call for Review

3 Life Changes That Call for Review

Financial planning is an ongoing process meant to build and protect your wealth as you go through life. Along the way, certain milestones can have an impact on your financial goals. When these crop up, it’s important to consider making adjustments to your strategy sooner rather than later. While it’s…

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We Need Your Advice to Solve a Mystery

We Need Your Advice to Solve a Mystery

The more we realize that we are not perfect and have much to learn from our clients, we ask ourselves what it would be like if we knew exactly what our clients need. With this in mind, we will be asking (more directly and more frequently) for YOUR advice going…

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