Q4-2017/Year End Market Review

2017: A Year of Records Macroeconomic Environment Another record low in volatility, more record highs in global stock markets, mixed records in global temperatures, a record number of natural disasters in the U.S., and many records associated with President Trump. The VIX Index, a widely used measure of expected stock market volatility, fell more than 20% in 2017, reaching an all-time low in November. Stock markets hit a number of…

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Take action now to reduce the risk of identify theft

If you are reading this (or even if you are not!), it is likely that you were one of the 145 million Americans whose information was exposed in the Equifax data breach earlier this fall (announced by Equifax in September of 2017), given that 145 million represents a high percentage of all adults in the U.S.. Now that the dust has settled, if you have not already done so, consider…

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Q3-2017 Quarterly Context Webinar
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Q2-2017 Quarterly Context Webinar
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But why bother with a Bun?

Some time back, a fast food chain ran an advertising campaign featuring a study group of meat and cheese lovers.  In the ad, the facilitator explains company’s new burger, and one of the test attendees indicates that he’d rather only have the tastiest part of the meal when he answers “I like the meat and cheese part, but why a bun?” Investors also sometimes ask themselves “Why the bun?”, however the question…

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Financial literacy education
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Q1-2017 Quarterly Context Webinar
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What is the right path to get there?

After 8 years of positive market returns and increased uncertainty in politics, should you be more worried about market fluctuation risk? Is it “different this time” and should you be more conservative as an investor? It is common to feel nervous and have questions questions at this point in a market cycle and when the Oval Office has changed hands. It may make sense to make a change if you…

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