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Investments Down? Why You May Be Better Off Not Looking

With the S&P 500–or broad U.S. stock market–off over 20% as of June 30, most 401(k)s and investment accounts are down well below January highs. Investors will open their June statements to see year-to-date declines, even if their portfolio held only low-risk government bonds which have also swooned as interest rates ratcheted higher. Experienced investors […]

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Bouncing Back From Market Rebounds

It’s no surprise. When you open your monthly statements, almost all investments are down from their earlier 2022 highs. And unfortunately, no one can say when the stock and bond markets will recover. But there is light at the end of the tunnel, and a good reason to stick to your investment strategy, which is […]

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Target Date Funds: No Place To Hide

Millions of American workers have invested in target-date funds in their 401(k) accounts. And why not? They’re quick, and they’re easy, providing instant diversification and the benefits of a professionally designed investment portfolio tailored to meet your changing needs as you inch closer to retirement. Unfortunately, millions of target-date fund investors just discovered that even […]

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In The News: How To Manage Your Money Given Global Unrest

Rattled by global events? Even the most experienced investors can be unsettled by global unrest and unsure of how to respond. Mari recently talked to veteran reporter Jeanne Sahadi of CNN Business to share some tips on how to manage money in light of today’s geopolitical uncertainty. You can read more about our conversation in […]

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Ask Mari: My Investments Were Down In January. What Gives?

Question: When I opened my January 2022 statements, I was surprised to see my portfolio lost value compared to the month before. What happened? Answer: We all know that investments – especially stocks – go up and down in value. Still, it comes as a surprise to many investors when they open their monthly statements […]

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Quote Of The Week: Inflation Is Everywhere

“Inflation can have a real impact. When you think about the cost increases we’re seeing today, it absolutely is hitting the pocketbooks of Americans. You can see it at the grocery store. You can see it at the gas pump. It is everywhere.” Todd Giesing, Secure Retirement Institute, Investment News, January 24, 2022  

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Take A Deep Breath. Market Pullbacks Are Normal

The markets have gotten off to a rough start in 2022, giving investors the equivalent of a nasty New Year’s Eve hangover. So perhaps this is a good time to remind everyone that market pullbacks are normal occurrences, taking place about once per year on average. Nonetheless, absolutely no one enjoys the stress and anxiety they can create. It’s […]

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Quote Of The Week: Keep The Sound Turned Off

“If you must watch CNBC or other financial television, watch it with the sound turned off.” Jason Zweig, “The Best Investment for This Coming Crazy Year,” The Wall Street Journal, January 7, 2022 What’s the secret to successful investing? Financial columnist Jason Zweig says what’s needed to invest successfully in 2022 is the discipline to stay […]

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Gold Fails The Inflation Test In 2021

Were you one of those people wondering whether you should invest in gold in 2021 to hedge your portfolio against rising prices? If so, be glad you didn’t. Has gold lost its luster as an inflation hedge? We’ve been asked about buying gold so many times by clients that we posted a blog article on the topic last summer. […]

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Got Crypto? Now You Can Use It To Help Your Favorite Charity

I was having lunch last month with one of my favorite non-profit groups when the CEO pulled me aside to show me a novel email solicitation on his phone. The sender of the email promised to share cutting-edge expertise on how non-profits like his could boost their fund-raising efforts by taking donations in cryptocurrency. What? […]

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