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Tips for Preventing Fraud

Tips for Preventing Fraud Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions…

A Cautionary Tale about Chasing Performance

Larry Swedroe My 2007 book Wise Investing Made Simple: Larry Swedroe’s Tales to Enrich Your Future contained 27 tales whose goal was to educate investors about important investment concepts and strategies. This article is in the spirit of those tales.   That’s what diversification is for. It’s an explicit recognition of ignorance. — Peter Bernstein   In…

Benefits of Rebalancing

Connie Brezik, 8/27/2020 Diversifying your investment portfolio means putting together a mix of stocks, bonds and other investments with your financial goals, time horizon and risk tolerance in mind. Your mix is called your asset allocation. The idea behind diversification is that, overall, owning different kinds of investments should earn you higher returns with less…

It’s Important To Be Educated

Overview: The following are some key investing principles that investors should know. The Importance of Education It is our desire and intent to educate clients about how capital markets work and to provide them with the information necessary for their financial well-being. The advice to invest in passively managed funds is significantly different from most…

A Message Worth Repeating

Overview: Stay the course. We repeat that advice again and again. It is a message we would not repeat if we did not truly believe it was in your best interests. The following discusses why our message is the same regardless of market conditions. Our advice has always been — and will always be —…

Rules of Prudent Investing

Overview: The following rules can help investors build and adhere to a well-designed investment plan. The following investing guidelines may be instrumental in giving investors the best chance of achieving their financial goals. Constructing an Investment Plan Recognize that the ability, willingness and need to take risk is different for everyone. Plans fail because investors…