Why Rebalance?

Posted January 2, 2018

You probably know that your investment portfolio is being rebalanced on a regular basis, but you might not know why.  Is it for higher returns? For maintaining the agreed-upon balance of investments that is in your risk tolerance comfort zone?  Does rebalancing help manage portfolio risk?

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ACA Open Enrollment

Posted November 8, 2017

Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insurance policyholders can buy or change their coverage through state exchanges or the government website.

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How to Respond to the Equifax Data Breach

Posted September 13, 2017

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people; roughly 2/3 of all the adults in the U.S.A.  Equifax is one of the three major credit bureaus, the other two being Experian and TransUnion. 

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Bad Barometer

Posted August 21, 2017

Chances are, the market barometer you most often hear about is the Dow Jones Industrial Average.  Every evening, the Dow’s ups or downs are soberly reported as if they reflect something important.

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Don’t Sell on Headlines

Posted August 15, 2017

The world markets seem to be shrugging off the saber-rattling coming from North Korea and the U.S. White House. The smart money is betting that the distant but suddenly headline-grabbing possibility of the first conflict between two countries armed with nuclear weapons will amount to a tempest in a teapot.

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