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Market Update

Checking The Vital Signs

At a conference our team attended this week in Cleveland, I overheard several conversations about the current state of the financial markets, and what folks are thinking is going to happen in the coming weeks and months. People look back at the crash of 2000, the crash of 2008, and then at the current rally and think we’re inevitably due for another crash.

March Money Madness – Diversification and Vegas Odds

Whether stocks or teams, it’s best not to put all your eggs in one basket.

With at least 13 million brackets submitted through ESPN alone and Las Vegas bookies expecting between $200 and $225 million wagered just in the state of Nevada during this year’s NCAA tournament, well, the madness is in full swing!

March Money Madness – Bracket Picks & Cinderella Teams

Welcome to another edition of Financial Planning Madness, where instead of just talking about boring financial topics, we’ll (hopefully!) help you pick a few bracket busters as you fill out your NCAA tournament brackets.

March Money Madness – What’s Hot & What’s Not

Everywhere you look these days it’s March Madness. First, there was the announcement that Warren Buffet is finally buying a purely tech company in Apple (Aapl). He drew a comparison between iTunes and the Gillette razor blade – each is the repeatable purchase for its respective company. Proctor & Gamble doesn’t make its money from razors – it makes money from the blades. Same thing goes for Apple and iTunes, right?

Bear or Bull?

It seems like everyone is confused these days. Each client and prospect we talk to is backing a different camp, and many have expressed their outlook not just on what will happen in November, but in June as well. And no, I’m not talking about politics. I’m talking about our stock market.

2015 Market Review

Well, here we are in December, and like it or not, there’s been very little change for 2015, despite the volatility in the markets that reminded us all of the 1990s! Even though what we do as financial planners encompasses much more than investing, managing investments is one pillar of our business. This year’s ups and downs have led me to ingest large quantities of Tums, and I’ve had to explain and re-explain our overall strategy to many of you due to the market volatility we’ve faced. Quite honestly, I’m tired!

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