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A Sound Approach to Securing Your Financial Future

Investing is a complex and often daunting endeavor. It involves uncertainty, and decisions can have a overwhelming impact on your financial future. In a world where emotions can run high, it is necessary to rely on facts and not feelings when making investment choices. By adopting a scientific approach grounded in academic research, economists’ insights, […]

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wealth management

Investments: Diversified through academic research

Our investment philosophy is rooted in rigorous academic research and Nobel Prize-winning insights, particularly the Efficient Market Hypothesis. This hypothesis, championed by renowned economists, including Eugene Fama, posits that the future movement of market prices is inherently unpredictable, driven by unknowable and random events.   Considering this uncertainty, our approach centers on global diversification as

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Manage Risk in Retirement.

  To set yourself up for success in retirement, it’s crucial to understand and address some of the major risks to your retirement portfolio. Inflation Risk: Inflation poses a significant threat to your retirement savings. Over time, the purchasing power of the dollar decreases, leading to higher costs. Many people underestimate the impact of inflation

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Panic; Panic!

Panic; Panic One of the primary challenges that investors face today is the uncertainty and volatility in the financial markets. Although the market initially showed upward momentum in the earlier stages of the year, fears about inflation and other factors have left the year’s gains uncertain. Market turbulence is characterized by rapid and unpredictable fluctuations

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Annuities

Annuities can be a confusing for the investor and there are lots of different types available and the features and crediting rates within the annuities change constantly. There is always lots of talk about annuities within the space of financial planning and lots of disagreement on how and when an annuity is worth it. In

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Investing decisions

Investing decisions   Moving to a sunny climate doesn’t mean you’ll get perfect weather all the time. Similarly, investing in stocks doesn’t guarantee you’ll make money every day. But over time, both sun and investing tend to pay off if location and setup is right So, if you’re patient and disciplined, investing is a great

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Diversification ?

2020 was a challenging year in many ways and as we are coming closer to the end of the year and as we are approaching the election, I wanted to reiterate why you are invested the way you are and how your portfolio is built to withstand volatility and tough economic times. Our investment philosophy,

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