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Tag: investment

Looking Inward

August 2015 was an inauspicious month for equity markets around the world. Although the sell-off decelerated as the month drew to a close, our own

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Outlook 2015

Except during our periodic meetings with clients in which we parade out their recent and long term performance, I almost never get a question related

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Summer Reading

This week I heard a 47 year-old physician, who is not our client, say that he believed he would be retiring in about 5 years

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Investing in the New Year

According to Daniel Kahneman, Princeton professor of psychology and the so-called father of behavioral economics, it is our “remembering self” that makes decisions rather than

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The Ultimate

Do you ever wish you could pay your life insurance premium with pre-tax dollars while keeping your benefit tax free? I am here to remind

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