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Gold-Hedge or Investment?

Gold is often touted as an investment by ads on the television or radio, usually by companies that do little else but sell gold! Gold and other precious metals do have some value as a store of investment value and…

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Schwab Yield Plus Update

Recently the Charles Schwab Corporation received a Wells notice from the Securities and Exchange Commission (SEC) relating to the Schwab Yield Plus Bond Fund and another bond fund under its fund company management. A Wells notice signifies it is the…

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Financial Plans are a JOKE!

"Plans are of little importance, but planning is essential." –Winston Churchill "Plans are nothing; planning is everything." –Dwight D. Eisenhower "Everyone has a plan until they get punched in the face." –Mike Tyson It is time that we recognize that…

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Transitioning into the “New Normal”

Paul McCulley, a managing director at PIMCO, coined the economic slogan "New Normal". This term signifies a "changing of the guard" for consumers and businesses alike. From 1982 to 2007, the U.S. economy grew at an impressive 6-7% annual clip.…

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Happy Anniversary!

A year ago today, on September 15, 2008, Lehman Brothers, one of the largest and oldest investment banks in the U.S. filed for bankruptcy, and set off a financial collapse that was felt across the globe. It seems like a…

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The Fading Recession

As we head through summer it appears the recession's grip on the economy is beginning to loosen. Manufacturing and service sector activity has rebounded, bond and credit markets have improved and are functioning again, and leading economic indicators are pointing…

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Can This Last?

What a month! The Dow gained 725 points or 7.28% and the broader Russell 3000 index was up 7.78% for the month. We are breaking through very important psychological barriers that have not been breached since October and November of…

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Independence Day

We hope everyone enjoyed the 4th of July and got an opportunity to enjoy plenty of fireworks, barbecue, parades and baseball with your families. Independence Day represents all that is great about the United States as we celebrate the anniversary…

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