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Posts filed under: 2012 Deep Rooted Thoughts

Most investors have some municipal bonds in their portfolios, either through individual holdings, mutual funds, or exchange traded funds.  Municipal bonds are generally considered among the safest investments.  That viewpoint has been challenged this year due to a few well-publicized defaults and a recent Federal Reserve report that the default rate may be higher than......
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This old Wall Street adage came about as a description of how many traders on Wall Street would take summer vacations and did not want to be holding stocks when they could not monitor the markets.  More recently the phrase has been rejuvenated to reflect the fact that the performance of the stock markets has......
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Spring has officially arrived, flowers are blooming, and our 2012 investment returns have everyone in a good mood.  In fact, the investment returns this year are far better than we had expected.  Stocks are making four-year highs.  Our worries about the financial markets can be put to rest and we can enjoy a carefree balance......
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The familiar refrain of:  “I’ll get to it before I die,” can often be applied to our personal record keeping.  We all know it is important, it can simplify things in the future, yet it is almost never a top priority. On a recent trip to Disney World, I came across a very special box that was titled the Ultimate Financial File. It was appropriately located between Fantasy Land and Tomorrow Land. Unfortunately, I did not have time to view its...
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It is always tempting to believe that the grass is greener on the other side of the fence. Investors who succumb to this temptation chase the latest tip or invest with the manager who is touted by the media as being the best of the best. Oak Wealth Advisors believes that a disciplined strategy that......
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