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The Importance of Protection Planning

The Importance of Protection Planning

An often under-emphasized topic within comprehensive financial planning and wealth management is risk management through appropriately placed insurance, property, and casualty insurance (or “P&C”) in particular. However, it is paramount that individuals protect their assets while on their “wealth journey”, so that any number of unforeseen events or catastrophes do not set them back significantly.

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Chart of Interest – A Pickup in the Heartbeat

Chart of Interest – A Pickup in the Heartbeat

Is it a “stock market” or a “market of stocks”?  And does it matter?  Through the years the capital markets have exhibited eras defined by various behaviors and characteristics.  These can be both interesting and, more importantly, helpful in deciphering where opportunities may lie.  This old question of a “stock market” or “market of stocks” provides interesting context for today’s equity markets.

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Spring Cleaning Your Portfolio

Spring Cleaning Your Portfolio

Springtime – ‘Tis the season that we all find ourselves taking inventory of the to-dos or projects on the home front for the upcoming year, but also reflecting on our financial lives from the previous year. Many of us have that one spot in our home that accumulates assorted financial documents, and we find ourselves doing our “annual spring cleaning” to pull everything together to forward on to our tax professionals. This presents investors a great opportunity to check in on their portfolio, make any course corrections, or realign investment allocations to align with your updated financial goals.

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Market Update March 2021 – Someone Tell Savings There Was A Recession

Market Update March 2021 – Someone Tell Savings There Was A Recession

When markets rise rapidly, investors typically break into two groups: the “momentum will continue” group versus the “too much, too fast” group. And following 2020’s event-driven hit to the global economy, a disruption unlike anything we have seen during this era, it’s an especially difficult environment for assessing the future. If the cause was unprecedented, will the rules apply to the response?

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