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Why Fee-Based Financial Advisors Warn Against Short-Term Investing Focus
Table of Contents The Allure of Short-Term GainsConsequences of Short-Term Thinking…
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A Guide to Spring Clean Your Finances
The Japanese kanji for crisis (above) comprises two symbols: one representing danger and the other ‘opportunity.’ Our busy clients often lamented that they never had time to focus on their finances. However, during the COVID-19 pandemic, we witnessed a surge…
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Read moreThe Great Debate: Stocks or Bonds? Making Sense of Your Investment Choices
Table of Contents I. Stocks and Bonds: Unveiling the Investment GiantsII.
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How to Perform Due Diligence on a Financial Advisor
Table of Contents What is a Fiduciary Advisor?Compensation Structures of Financial Advisors…
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Read moreThe Dangers of Overconfidence: Why Investors Need a Reality Check
Table of Contents Understanding Overconfidence BiasExamples of Overconfidence BiasFalling Victim…
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Decoding the Puzzle of Saving and Investments
Table of Contents How is saving and investing similar? How are saving and investing different?…
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Read moreEvaluating Your Investments and Creating a Long-Term Financial Plan
Table of Contents 1. Assessing Your Current Investment Portfolio 2. Setting Long-Term Financial Goals…
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Diversification – The Only Free Lunch in Town
Table of Contents What is Diversification?What can I do to stay diversified? Investing has long…
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Read moreType of costs associated with investing
Table of Contents Types of Investment CostsThe Impact of Investment Fees on Returns…
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The January Effect – A Seasonal Anomaly in Investing
Table of Contents Understanding the January EffectExamining the EvidenceThe…
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Read more2024 – The Dual Lens of Time
Table of Contents Looking backwardsLooking forwardsAnd finally… When investing in company shares and owning bonds, investors expect…
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Investment Consequences of the unfolding tragedy in the Middle East
The tragic incidents and unfolding human tragedy in Israel and the Gaza Strip have impacted everyone, and many people have concerns about how this could turn into a wider dispute during a period of great uncertainty in the world. Rightfully, the…
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