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Investment Consulting

An Index Overview – Part II: A Few Points About Index Points

By | Investment Consulting | No Comments

As we covered in our last piece, indexes have their uses. If you’ve got an investment strategy that’s designed to capture that market, you can see how your strategy is doing in comparison … again, roughly. You can also invest in an index fund that tracks an index that tracks that market. This may help explain why everyone seems to be forever watching, analyzing and talking about the most popular indexes and their every move. But you may still have questions about what they are and how they really work.

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A Vote for Small Cap Stocks?

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In the recent period following the US presidential election, US small company stocks experienced higher returns than US large company stocks. This column looks at these returns relative the historical small cap premium and discusses the importance maintaining constant exposure to the dimensions of higher expected returns.

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One of the Most Common Questions We Are Asked: Will My Money Last?

By | Advanced Planning, Investment Consulting | No Comments

A sound retirement income plan takes into account several financial risks, including the potential for the retiree to outlive his or her assets, the effects of inflation on future income, rising health care costs, and the uncertain future of the Social Security system. The overall objective of planning should be to create a sustainable stream of income that also has the potential to increase over time.

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Tax-Loss Harvesting: Opportunities and Obstacles

By | Advanced Planning, Investment Consulting | No Comments

So much of investing is beyond our control (picking stock prices, timing market movements and so on), it’s nice to know that there are still a number of “power tools” we can employ to potentially enhance your bottom line. Tax-loss harvesting is one such instrument … although the analogy holds true in a couple of other ways: It’s best used skillfully, and only when it is the right tool for the task.

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Presidents, Politics and Your Portfolio: Thinking Beyond Stage One

By | Advanced Planning, Investment Consulting | No Comments

It’s no surprise that this year’s U.S. presidential race has become a subject of conversation around the globe. So go ahead and talk politics all you please – and if you are an American, be sure to vote. But when it comes to your investments, it’s best to ignore any intense emotions and the dire or ebullient predictions that spring from them, as dangerous distractions to your financial resolve.

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