Our Mantra

Our Mantra If you’ve taken our past advice about ignoring the onslaught of breaking market news, you probably didn’t read Russell Investments’ recent “2017 Global Market Outlook Q4 Update.” We’re not prone to pore over these relatively unremarkable analyses ourselves, but we do scan a representative sampling of them as part of our due diligence. […]

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Investment Market Update: Q3 2017

Investment Market Update: Q3 2017 If you would have told us in June that after all of the headline-grabbing events over the last three months—failure to pass healthcare reform, hurricane after hurricane after hurricane, saber-rattling by the North Korean dictator (and POTUS) —that equity markets would have quietly marched higher, we would have told you, “You’re […]

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Lessons for the Next Crisis

September 2017 It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major […]

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Equifax Data Breach – What You Need to Know

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people.  The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information […]

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Getting What You Don’t Pay For

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker […]

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