News & Insights

News

Getting to the Point of a Point

A 500-point swing in the DOW doesn’t mean as much as it used to. Here’s why and what it means for your investment portfolio.

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Annual Market Review 2018

2018. This report features the world capital market performance for the past year.

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Quarterly Market Review Q4 2018

2018- This report features the world capital market performance and a timeline of events for the past quarter.

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Quarterly Market Review Q3 2018

2018- This report features world capital market performance and a timeline of events for the past quarter.

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Quarterly Market Review Q2 2018

2018- This report features world capital market performance and a timeline of events for the past quarter.

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Quarterly Market Review Q1 2018

Q1- This report features world capital market performance and a timeline of events for the past quarter.

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Front Foot Advisor: E+R=O, a Formula for Success

Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening. This is exactly why, as David Booth says, it is important to have an investment philosophy you can stick with, one that can help you stay the course.

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How Diversification Impacts Investment Outcomes

Research shows that a focus on small cap, low relative price, and high profitability stocks can increase expected returns.

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Tuning Out the Noise

We believe that the right financial advisor plays a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination.

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Now and Then by Dave Goetsch

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