Fighter Planes and Surviving Bear Markets

Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness. If you already have a well-structured, globally diversified portfolio...

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Singled Out: Historical Performance of Individual Stocks

Have you accumulated a concentrated position in one stock? A concentrated position increases your risk of loss. Did you know that "only about a fifth of stocks survive and outperform the market over 20-year periods?" Read on to learn...

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California Retirement Mandate 2022

California State Mandated Retirement Plans State and federal governments are shifting the responsibility of retirement saving onto business owners by requiring employers with at least five or more employees to offer retirement plans for their employees by June 30, 2022,...

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Investing in I Bonds: Making Lemonade out of Inflationary Lemons

Is rising inflation souring your financial plans? As we covered in our report, “Interest Rates, Inflation, and Investment Strategy,” protecting the bulk of your wealth is mostly about building and maintaining a well-structured investment portfolio with a few anti-inflation...

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Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times

After taking a closer look at interest rates and inflation in our last two posts, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big...

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Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation

Has rising inflation got you down? In our last piece, “Understanding Interest Rates," we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the conversation. How Do We Measure Inflation? Inflation is...

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Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates

At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed...

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On the Topic of Ukraine

To all clients: Despite our fervent hopes that Ukraine’s sovereign rights would prevail over tyrannical aggression, it’s now clear that Vladimir Putin has doubled down on the latter. Time will tell how his plans will play out. If there’s one thing...

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A Reminder of IRA, Roth, or Backdoor Roth Contribution

Please don't miss out on the opportunity to maximize your IRA contribution for the 2021 tax year. If you have already funded your IRA for 2021, please disregard this message. Funding your IRA prior to April 15, 2022 may help...

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Evidence-Based Investing

How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean? What Is Evidence-Based Investing? Evidence-based investors build and manage their portfolio based on...

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