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Behavioral Finance
What is Dollar Cost Averaging (DCA)?
Luke Collova | July 26, 2016
The global investment community has been focused on the recent vote by the UK to leave the European Union, broadly referred to as the “Brexit.” This historic event will have economic impacts on the UK and the European Union, as well as their trading partners. Unsurprisingly, equity markets experienced sharp declines in the days following Brexit and have since seen a significant rebound. If you haven’t already, please read our…
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Are the Markets Scaring You?
Joe Day | October 9, 2015
Halloween is almost upon us and it seems the market is doing its part to spook investors. As a result, many people may experience higher levels of anxiety regarding their investments. We prepared the following commentary as part of our most recent quarterly update to our clients. We think it provides useful perspective. Market Volatility The global equity markets the past two quarters can be summed up in one word: volatile. As…
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Are You In Good Financial Shape?
Joe Day | May 18, 2015
What is financial shape? What does it mean? Being in good financial shape is a lot like being in good physical shape. It generally means you are routinely doing things to improve your current state. It doesn’t mean you have the biggest savings account balance, largest investment portfolio or are an early investor in Uber. It means you are doing the right things, consistently, so you can meet your personal…
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Savings and Willpower
Joe Day | March 14, 2014
Finding ways to save money is not an easy exercise. There are ways to make it less painful, such as setting up automatic savings plans. However, if you haven’t done a long-term plan to determine what you are saving for and how much you need to save, then the commitment to maintaining a savings plan is greatly diminished.
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