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    Are Bonds a Good Investment in 2024?

    When markets are as turbulent as they are in 2023, it’s normal for investors to want to protect their investments. Let’s face it: who wants to lose money? We all crave certainty; it seems to be part of our wiring. But just because we crave it, doesn’t mean it’s good for us.

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...

    The 2 Biggest Reasons To Question Traditional Investing Strategies

    Thanks to technology, many people are able now to work from anywhere in the world at any time. They...

    How to Choose a Financial Advisor: Ask the Right Questions

    Recently, I was in a conversation with somebody who lives in my town. Knowing what I do for a...

    How to Combat Inflation? Patience and Planning Are Key

    We often talk about the characteristics of successful investors.

    Why Historical Performance Shouldn't Determine Your Next Investment Decision

    I was fortunate to be near the water for a period of time this past summer. I like to be out in the...

    Lessons Learned From A Brief History of the Stock Market

    One of the most impactful things that we can discuss and put in front of a client is a kind of...

    3 Contrarian Investing Strategies You Need To Consider

    "It's impossible to produce superior returns unless you do something quite different from the...

    What Does Inflation Mean for Investors in 2023?

    I received an email the other day from a great client of ours, a successful corporate executive. He...

    Do You Need To Overcome Your Fear of Investing?

    Everyone has dreams: whether they want to admit it or not, everyone dreams of something. The...
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