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Reality Check: Portfolio Design

11/6/2019

 
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In this month’s Reality Check, we revisit another sketch by Carl Richards.  If you couldn’t tell by now, I am an avid fan of his work.  If you are interested in learning more about him, please don’t hesitate to check him out at https://behaviorgap.com/.  This sketch, like most of his sketches, is driven by a specific topic; this one happens to focus on portfolio design, which also happens to be its title. 
 
As a Certified Financial Planner TM, goal-focused planning is second nature to me as it is at the center of what I do for you. It is hard not to be overwhelmed by the unsolicited advice that tends to focus on how you should invest, rather than why you should invest.  In our experience, a purposely driven plan is going to give you the best chance at achieving your goals throughout your lifetime. 

If you any questions about this topic or wish to receive our Reality Check emails, please don't hesitate to  contact us.

Reality Check: Successful Wealth Management is Goal Focused & Planning-Driven

5/1/2019

 
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Every month, our firm sends out a Reality Check to our clients.  The topic varies month to month, but it typically covers various aspects of behavioral investment counseling and financial planning. Our most recent Reality was inspired by another Carl Richards sketch. For more of his work, we encourage you to check out his website: https://behaviorgap.com/

If you any questions about this topic or wish to receive our Reality Check emails, please contact us.

Quarterly Newsletter: Third Quarter 2018

10/15/2018

 
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Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document.

If you would like to receive a full digital copy please
contact us.

David Booth On: Professional Advice

10/10/2018

 
"Investing is inherently complex and fraught with uncertainty. What's important is learning how to deal with uncertainty." - David Booth

Series: Year-End Tax Planning - Part II

11/29/2016

 
In part two of our series on year-end tax planning, we will focus on several aspects of giving and its impact on taxes.  This seems very fitting to me, given the timing.  With Thanksgiving officially in our rearview, we are now fully immersed in the holiday season – some of us have actually been there since November 1st.  Today is also the Tuesday after Thanksgiving, which is known as “Giving Tuesday” – and yes, that is a thing.  As this is a movement that I personally fully support, here is some quick background on it.  “Giving Tuesday” is a movement to create an international day of giving at the beginning of the holiday season.  It was started in 2012 in response to the commercialization and consumerism of the post-Thanksgiving season (Black Friday and Cyber Monday). Also, I recently stumbled upon this quote from Winston Churchill that really resonated with me, and might help put this movement in the proper perspective.
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Insight: Presidential Elections and the Stock Market

10/18/2016

 
In just a few short weeks, Americans will head to the polls to elect the next President of the United States.

While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market.  As explained in the below graph from Dimensional, investors would be well-served to avoid the temptation to make significant changes to a long-term investment plan based on upon these sorts of predictions.
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Additionally, this short 4 minute video from Vanguard aids investors in shifting their focus from the short term impact of the election to focusing on the long term.  Decades of historical data tell us that presidential elections typically don't have a long-term effect on market performance.

This data does not suggest an obvious pattern of long-term stock market performance based upon which party holds the Oval Office. The key takeaway here is that over the long run, the market has provided substantial returns regardless of who controlled the executive branch.

For more resources on this topic, please contact us.
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    Author:
    Christopher J. Blair, CFP®

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