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financial marketplace

In the financial marketplace, let the buyer beware!

In the financial marketplace, let the buyer beware! Caveat emptor. Prudently adhering to the Latin phrase, “Let the buyer beware”,…

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Investing in a Volatile Market

Investing in a Volatile Market

Investing in a volatile market After an average annualized return in excess of 23 percent for the past three years,…

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Consider Benchmarks

CONSULTANT’S CORNER

Consider Benchmarks in Building Any Portfolio Reprinted from: The Patriot-News – Business & Your Money             Monday, November 15, 1999…

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sell a particular fund

Investment plan helps determine when to sell a particular fund

Investment plan helps determine when to sell a particular fund.   In managing an investment portfolio, the decision to sell a…

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bonds

Bonds are boring but …

My wife told me not to write this article. Her comment was, “Nobody will care.” And she’s partially right. They…

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retire in style

Retiring in Style

Retiring in Style It’s not as difficult as you may think- but the time to start is N-O-W! “Anything worth…

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personal investment policy

Personal Investment Policy is Vital to Strategy

A personal investment policy is vital to strategy. An often overlooked, yet critical component of a successful investment strategy for…

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Investing involves risk

Yes, Virginia, there is a downside to the market.

How not to lose (your sanity) when the stock market falls Investing involves risk. Period. Any financial planner-type will tell…

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Fixed-income Investments Could Reduce Portfolio Risks

Fixed-income Investments Could Reduce Portfolio Risks

Fixed-income Investments Could Reduce Portfolio Risks   Fixed-income management has been an important component of a balanced portfolio.  But the…

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best mutual funds

Most Investors Face Challenges in Picking Best Mutual Funds

Most Investors Face Challenges in Picking Best Mutual Funds   CONSULTANT’S CORNER   Reprinted from The Patriot-News – Business &…

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