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Caveat Emptor When Buying Annuities

The financial services industry has done a poor job with making things simple and easy to understand for the majority of the public. There are 50-page mortgage documents, 100-page fund prospectuses, and we currently have an unnecessary and onerous debate…

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Weaker Earnings

During the last few weeks S&P 500 companies have been reporting 3rd quarter earnings.  It is now apparent that these earnings will be less than what was originally forecasted just a few weeks ago. Weaker earnings have also shown up…

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TIME TO HOLD HANDS AND TALK

Just a quick note to let everyone know that the sun is still shining (somewhere). Seriously though, after another tough week in the market two things are fur sure; 1) The volatility is not going away any time soon and 2)…

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Are We There Yet?

Mohammed El-Arian, the Co-CIO of PIMCO Funds, often makes the analogy that investing in the post-Lehman world is like riding in car over a bumpy road to an unknown destination. After rebounding in 2009, stocks have posted healthy gains but have…

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Step Away From the Ledge

Hi Everyone, As we see the recent increase in volatility continue I want to assure you we are evaluating our next move(s) every day, hour, and it seems like minute. Straight forward, no B.S., this is a governance issue! If…

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Year End Re-balancing

After another solid quarter of corporate profits we are heading into the home stretch for 2010. We take this time to review any positions that may be paying a large dividend or capital gains that we would like to avoid.…

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Moderating Growth, More Volatility

The recent correction of 10-15% in major stock market indexes was ignited by concerns over sovereign debt markets in Europe, but it is also a reflection of moderating growth rate in our economy. The rapid rebound from our recession lows…

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Thursday’s Flash Crash and Europe

Last week was a hectic week in the stock market. On Thursday we witnessed a rollercoaster as stocks started strong, fell as fears increased that the sovereign debt crisis in Greece might spread to other areas of Europe. Shortly thereafter…

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