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You Can’t Always Get What You Want?

Is the market not giving you what you want lately? Join the club. For the two years period ending in April, a 60/40 portfolio of world stocks and 5 year Treasuries is up a paltry 1.23%. That’s before costs and taxes. You’re portfolio is…
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Would It Help?

If you are a movie enthusiast, you may have enjoyed 2015’s Bridge of Spies, a Spielberg/Hanks historical drama set in 1957. Hanks plays Ray Donovan, a New York insurance lawyer asked by the government to provide a pro bono defense for Rudolf…
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Financial Advice - It's Not Only Cost, but Quality

  There have been countless articles written on the cost of financial advice in recent years.  Every time I pick up a Wall Street Journal or a popular personal finance column there's a story about fees. They are right to criticize. …