Insights & Observations Blog

Insights & Observations

Context and perspective to improve behavioral  finance patterns and  make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.

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    Q3-2017 Quarterly Context Webinar

    Are market cycles getting longer? Do markets normally cool after similar stock price levels? How bad can bonds get? See this Quarterly Context video for more.

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    Reality of Red Numbers – updated

    What’s your guess as to how many months the stock market declines or rises each year? And in bad vs. good markets?

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    Are you on the right financial path?

    After an 8-year bull market and new political uncertainty, should you be more concerned about volatility risk?

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    Q4-2016 Quarterly Context Webinar

    What’s riskier… gambling or investing? Do political parties or the Fed have a bigger impact on markets? View the webinar recording for more insight.

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    Periodic Table of Unpredictable Returns

    Are there clear patterns of investment market returns over time? How does a “balanced” global portfolio compare to individual asset classes over the last 20 years?

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    Markets do fine over time… but many investors don’t

    As the year turns, investors are bombarded with predictions about what 2017 may hold. Soothsayers will suggest strategies to avoid the next crisis or how not to miss the next great opportunity.

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    What do updated annual savings limits mean for planning?

    The IRS recently released the indexed dollar limits for qualified retirement plans for 2017. The amounts remain largely unchanged,

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    Q3-2016 Quarterly Context Webinar

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    What to make of “Brexit”

    SUMMARY: The United Kingdom’s vote last week to leave the European Union has global significance, but it may take years to know the full impact. The U.K. is likely to feel long-term affects. In the short term, uncertainty about the degree of global ripple-effect makes investment markets nervous. Thoughts and general guidance are outlined below: […]

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    Market volatility: Breathe deeply and don’t do a thing

    Given the recent increase in market volatility, we thought you might find the article below to be helpful.

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