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Portfolio

 What is a Fiduciary and Why Does it Matter (Now More Than Ever)?
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By Bill
In Financial Planning, Portfolio
Posted September 1, 2020

What is a Fiduciary and Why Does it Matter (Now More Than Ever)?

How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals: “There’s no confusion in [...]

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 Buying high-priced stocks – Schwab Stock Slices
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By Bill
In Portfolio
Posted August 13, 2020

Buying high-priced stocks – Schwab Stock Slices

Not too long ago Schwab introduced a service called Stock Slices that allows you to buy fractional shares of certain US listed stocks. This is in response to the high dollar value – not [...]

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 Stock Market Volatility – Covid-19 Crisis
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By Bill
In Portfolio
Posted March 20, 2020

Stock Market Volatility – Covid-19 Crisis

It has been a very busy couple of weeks as the financial markets have had to digest our ongoing national crisis, and what that means for the economy. In this video I look at market volatility [...]

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 Why you should rebalance your portfolio
By Bill
In Portfolio
Posted January 23, 2020

Why you should rebalance your portfolio

After a strong market return in 2019 many investors are fearful of increased market volatility. The truth is that no one knows what the stock market is going to do today, tomorrow or at any point [...]

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 Investment Fads: What you need to know?
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By Bill
In Portfolio
Posted June 19, 2019

Investment Fads: What you need to know?

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these [...]

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 Randomness of Global Equity Returns
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By Bill
In Portfolio
Posted June 4, 2019

Randomness of Global Equity Returns

Read more here:  Randomness of Global Equity Returns Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem [...]

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    September 1, 2020
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