Headline Risk Around the World

Earlier this month, Jeannette wrote a very informative piece on the recent problems in Greece, providing historical perspective, facts surrounding the current state of affairs and breaking down the impact to clients and their portfolios. Around that same time, it seems as though many other spots in the world went haywire as headlines highlighting trouble in markets of all shapes and sizes were in the news, if not somewhat muted by the Greek crisis.  This week, let’s look at some of those headlines from what’s been a volatile summer in the markets and break… [read more]
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Don’t Forget to Write

“Don’t forget to write!”  It’s what you say to a person as they’re going away and you’re not sure if or when they’ll be back.  I personally imagine Jack and Rose waving to their respective friends and family as they sail away on the maiden voyage of the Titanic.  But today, I’m saying it to you, not in hopes of receiving well-penned notes from you but in hopes that you’ll remember to take the time to write down your goals. Writing down your goals is one of those things that sounds so simplistic that it’s… [read more]
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The Fish (or Investment) That Got Away

(from Carl Richards’ 6/22/2015 Behavior Gap newsletter – click here for the original post. Carl is a Certified Financial Planner, the creator of the New York Times’ Sketch Guy column and director of investor education at the BAM Alliance. His book, “The Behavior Gap,” was published last year. His sketches and more can be found here.  Follow Carl on Twitter @behaviorgap) Anyone who knows me, knows how much I love spending time outdoors. If there was  a way to write a book while riding my mountain bike, I’d be the guy… [read more]
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Much Ado about Greece

Headlines over the past several weeks have been focused on the financial crisis playing out in Greece; the potential impact to European Union countries, and global investors. Given the amount of media noise, I thought it might be helpful to sort through the headlines and provide some context for investors who may be worried about the potential impact to their own net worth. First, a little history. The European Union (EU) has its roots in plans created by Winston Churchill and other leaders after the Second World War, designed to prevent future wars between European… [read more]
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Keys to the HELOC

HELOC (hee-lok) is an acronym for Home Equity Line of Credit, a way of extending credit to a homeowner using equity in their home.  Borrowers typically draw funds on the line as they see fit and are only required to pay interest each month at a rate that fluctuates based on the prime rate.  Application and approval processes are generally simpler and cheaper than a fixed mortgage and accessing cash can be as easy as writing a check or swiping a debit card tied to the line.  Terms are typically 10 years (can range from… [read more]
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