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Posts filed under: 2010 Deep Rooted Thoughts

As we approach Thanksgiving, I wanted to share with you some research I have read over the course of the year that centers on the relation between money and happiness. The results suggest that we may be overlooking the things...
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The investment markets have already been reacting as if they know the outcomes of the mid-term elections. We have experienced abnormally robust returns in September and October. These returns are due in some measure to the expectation that the Republicans...
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In 2010, most stock market experts predicted a relatively modest year following a calamitous 2008 and a dramatic recovery in 2009. While the S&P 500 stock index is up around 4% year-to-date as we near the end of September, the...
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The perception has long been that investing in bonds is a safe way to generate investment income without much risk.  Today, numerous articles and letters to the editors of financial publications are sounding the alarm bells about the risks of...
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Sovereign debt? That’s someone else’s problem, right?Nations get into trouble when they do not manage their financial affairs prudently. Often it seems the easiest way to balance a budget is to simply borrow the money that is needed. Sovereign debt...
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One year from the bottom of the worst recession in our lifetime, it is important to reflect on the recovery and the lessons learned about financial risk taking. Through March 19, 2010, the S&P 500 stock market index has risen...
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Throughout my career, I have found incredible consistency among the clients I have assisted in their desire to minimize their income taxes to the fullest extent allowed by the law. Throughout my career, I have found incredible consistency among the...
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