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Financial Planning & Economic Analysis Blog

President Trump

President Trump

Surprising most observers, Donald J. Trump will be the 45th President of the United States. As we observed in our last newsletter, we believe the market is nonpartisan. That, unless “Donald Trump wins and literally does all the outrageous things he says he will do” there will not be an…

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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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