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He’s Only 20 Years Old: Meet Florida’s New $450 Million MegaMillions Winner!

He’s only 20 years old, but Florida resident Shane Missler is now $450 million richer (well, give or take a few hundred million in taxes and other deductions). Shane took home the fourth largest MegaMillions jackpot last week. What does he intend to do with the money? Shane said, “I’m only 20, but I hope […]

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Understanding Your Time Horizon

One of the keys to successful investing is making sure your investments are well-matched to your time horizon. For example, if you have a short-term goal, like buying a house in two years, you need to invest differently than if you’re planning for a long-term goal like generating monthly income throughout retirement. Unlike in the […]

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When “Buy And Hold” Can Get You Into Trouble

Many of us are fervent believers in a “buy and hold” philosophy, meaning buying quality investments and holding them for the long term. That keeps transaction costs down and has shown to produce the best investment results. But sometimes buy-and-hold is the wrong approach, and all too frequently, we encounter investors who resist selling stock holdings […]

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Another Day, Another Ponzi Scheme in Boca Raton

A few years ago, a client called to ask me about an ad she saw in the local paper. It advertised an amazing 8% “safe” return on an investment that was touted as being as reliable as certificates of deposit, even though CDs at the time were paying only about 1%. “How is that possible?” the client […]

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Is Too Much Tech Putting Your Index Funds In Peril?

It’s happening again. If you’ve been investing long enough, you’ll remember that stock index funds loaded up with tech stocks just before the 1999 tech wreck, and piled on an extra helping of bank and financial stocks in advance of the 2008 financial meltdown. Market-weighted index funds are popular with investors, but they have an […]

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Year-End Countdown: It’s A Handful! Capital Gains & GOP Tax Plan

It’s almost 2018, and there’s no shortage of tasks to keep us busy until the clock hits midnight. Hard to miss, but the Congress is busy passing (we think!) the Tax Cuts and Jobs Act, which will slash corporate taxes and toss in a few surprises – good and bad – for individual taxpayers like […]

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“Everyone Wants There To Be A Correction”

I was participating in an investment conference call today to discuss the market outlook for 2018, and one senior investment executive commented that this is “the most hated bull market ever.” What he means is despite year-after-year of positive returns, investors are still dissing this market. For years they’ve doubted the (very real) solid market […]

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Warning: Senate Tax Proposals Could Be Harmful To Your Financial Health

Tax reform proposals are still in the negotiation stage and may never become law, but investors should be aware that proposed measures in the Senate draft could be harmful to their financial health. At present, in managing your portfolio, we have the ability to select and sell investment shares in a way that allows us […]

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Don’t Look Now, But Economies Across The Globe Are All Looking Sharp

What’s the secret behind this year’s economic recovery? It’s the first time in many years that world economies are growing in sync. After the 2008 recession, Europe was mired in its own debt crisis, so even though the U.S. was slowly recovering, the rest of the world was not taking part in the rebound. Now, […]

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What’s Happening To Retail? And Here’s How You Can Benefit

Retail stores are closing at a record rate, according to Fung Global Retail & Technology, a retail think tank. There have been 5,300 store closing announcements in just the first six months of the year, making it the second worst year on record. But contrary to what you might believe, there are still attractive investment […]

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