CLIENT PORTALS
Investments
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The Coronavirus and Market Declines
- March 10, 2020
- Posted by: Danny Michael
- Category: Investments, Retirement
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The uncertainty surrounding the spread of the coronavirus is unsettling on a human level as well as from the perspective of how markets respond. Amid the anxiety, decades of financial science and long-term investing principles offer guidance. In 2019, the S&P 500 was up 31.49% in its 10th year of a bull market, which was
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The Three Most Important Questions When Planning for Retirement
- February 5, 2020
- Posted by: Danny Michael
- Category: Investments, Retirement
I remember it like yesterday – fresh off of high school graduation and spending one last amazing summer with high school friends. No summer school or summer programs this time around. It was the beginning of young adulthood – and more importantly, the start of college. When it came to selecting classes, I remember sitting
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How Often Should I Rebalance My Portfolio to Diversify My Investments?
- June 5, 2019
- Posted by: Danny Michael
- Category: Investments
How Often Should I Rebalance My Portfolio to Diversify My Investments? Investors sometimes make the mistake of forgetting to rebalance their investment portfolio. However, professional investors resist the temptation to “set it and forget it.” They understand that risk tolerance and asset allocations change with time. Regular rebalancing of a diversified investment portfolio is different