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5 Practical Ways to Automate Your Finances Thumbnail

5 Practical Ways to Automate Your Finances

One of our primary goals as financial advisors is to help our clients put good financial behaviors into place in their lives. Some of the most commonly-used phrases about finance and investing are so generic as to be ignored or met with a yawn by most of us. So, how can we make them specific – to apply them to your own personal financial situation?

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Courage, Dear Investor Thumbnail

Courage, Dear Investor

I’m quick to admit that owning – and holding – stocks is not easy. I’ll never forget the moment a close family member (who shall remain nameless) told me in August 2011: “I never want to own stocks again. Get me out of stocks – completely.”

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Truth is Stranger Than Fiction Thumbnail

Truth is Stranger Than Fiction

Our family's Spring Break trip to Florida in 2000 took place during the infamous dot-com bubble burst. I can vividly remember my dad's reaction to the news of the bursting of the tech bubble. He had some of his portfolio (I'm not sure how much) invested in dot-com stocks via the Nasdaq Composite Index, which declined by 25% that week of our Spring Break. It ultimately took 15 years for the Nasdaq to get back to its high from the year 2000.

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