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risk tolerance

Investment Markets: Problem? or Opportunity?

June 1, 2022June 22, 2022 Scott Neal 9% year-to-date, aggregate U.S. Bond market, allocation, asset, asset allocation, asset class, basket of security, bond, bond loss, bond market, cash, cash remains, chief risk, correction territory, drawdowns, entire portfolio, ETFs, federal reserve policy, hold security, image001 image002, inflation, interest rate, investment, investment market, investment protocol, investor, longer-term bond, market cycle, market turn, market-like return, momentum, momentum growth strategy, near-zero interest rate policy, portfolio, portfolio objective, portfolio performance, prescribed allocation, preservation, price of the bond, rate of longer-term bond, reduce volatility, reduce volatility of the entire portfolio, risk tolerance, S&P 500, Scott Neal, specific rate of interest, stock, strategy, tenet of traditional asset allocation, tolerance, towel, traditional asset allocation, traditional asset class, traditional stock, treasury inflation, U.S. Bond, U.S. Bond market, uncertainty of the situation, upside volatility, usual asset class, volatility, wealth, wealth preservation, wealth preservation strategy

The current economy, marked by the combination of high and rising inflation, low unemployment, and the near-zero interest rate policy

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Smarter Investment Objectives

November 1, 2019February 21, 2020 Scott Neal aspect of liquidity, asset, asset 's tax, available cash, cash, cash flow, category, charitable organization seek year-end contribution, difficulty set investment goal, dividend, Droms, economic benefit, economic benefit of an investment portfolio, elimination of capital gain, G., Georgetown university 's William G., immediate taxation, immediate taxation of dividend, important tax benefit, investment, investment goal, investment portfolio, liquidity, little quiz, MD-UPDATE, MD-UPDATE issue, moderate growth, portfolio, qualified retirement account, question of allocation, quiz, retirement account, risk tolerance, Scott Neal, security selection, share of a widely-traded stock, smart give, smart investment objective, substantial growth, tax benefit, tax consideration, tax-efficient invest, tradeoff, valid entry, widely-traded, widely-traded stock, work of Georgetown university 's William G., year-end contribution

Before we get into the topic for this issue, I offer a reminder. If the contents of your inbox resemble

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Two Financial Updates for 2019

March 1, 2019May 13, 2019 Scott Neal adjusted gross income, bond market slide, China 's central bank, DAF, deduction, donor-advised, donor-advised fund, dramatic sell-off, economic growth number, extreme bullishness, extreme panic, fed, filer, financial update, future interest rate hike, growth number, hold stock, interest rate, IRA, job act, long-term goal, market outlook, married joint filer, MSCI All-World, MSCI All-World index, new standard deduction, OR 2, QE 1, quantitative tighten, reduce reserve requirement, renewal of the bond, risk tolerance, RMD, round of quantitative ease, Scott Neal, single filer, stay power, tax update, uncertain trade talk, US bull market, US debt, year 's worth of charitable deduction

Market Update The US bull market is getting long in the tooth. We have just witnessed a V-shaped partial recovery

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Mirrors and Windshields

May 1, 2016 Scott Neal 8%eight, 8%eight percent, absolute return benchmark, Boston university economist, buy-hold-and-rebalance, care plan, concept of endogenous risk, consumption-smoothing, current marketplace, current spend, dividend, economist, economist 's approach, end of life plan, endogenous risk, fed, financial plan, future financial decision, goals-based, good milestone, good time, individual investment strategy, investor emotion, Lawrence Kotlikoff, let 's turn, long-term care plan, market top, MD-UPDATE, Mordecai Kurz, positive territory, pot of money, range-bound, rear view mirror, relative dimension of the rear view mirror, relative return, return benchmark, risk capacity, risk tolerance, S&P, save tradeoff, Scott Neal, small business sentiment, Stanford 's Mordecai Kurz, theory of consumption-smoothing, total return of the S&P, traditional financial plan, view mirror, windshield, Woody Brock

While practicing as a CPA, our firm ran an ad that compared the relative dimensions of the rear view mirror

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Investing in the New Year

October 1, 2013 Scott Neal 10 year average, 10 year average of the S&P 500 index, absolute return strategy, asset, asset allocator, bond, bond value, buy-and-hold investor, close net asset value, current bull market, discount brokerage firm, Doug short, downside, downside risk, ETF, experience self, father of behavioral economics, grow universe, grow universe of exchange, incur transaction cost, interest rate rise, investment, investment of respectable size, investor, long bull market, loss ring, market fall, memory of risk, midst of the long bull market, miss market gain, move counter, movement of an index, new year, past gain, portfolio, pretty wide array, pretty wide array of ETF 's, Princeton professor of psychology, remember self, respectable size, return strategy, risk tolerance, S&P 500, S&P 500 index, Scott Neal, self, serious downturn, short term bond, stock, stock market, term bond, traditional openend, turn of the calendar, vast majority of advisor, wealth preservation

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

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Contact Gil Dunn (Publisher)

859-309-0720

gdunn@md-update.com

Contact Gil Dunn (Publisher)

859-309-0720

gdunn@md-update.com

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