The Market Isn’t Going to Save You From Saving Too Little by James Mackintosh of the WSJ

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  • The Market Isn’t Going to Save You From Saving Too Little

Looking at the long run performance of markets probably overstates what you can expect to earn in the future

The Number One Mistake People Make in Estate Plans

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 Estate planning is complex, but the number one mistake people make is actually quite simple. Perhaps so simple that it is overlooked: Coordinating the title of assets with the plan. After years of meeting with clients, estate planners agree this is a consistent theme. It can be disturbing how often the assets do not seem […]

Why Investors Aren’t Worried China Will Weaponize Its Treasurys Hoard by Diane Kruger of the WSJ

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Why Investors Aren’t Worried China Will Weaponize Its Treasurys Hoard

China holds $1.18 trillion in U.S. government bonds, but it’s unlikely to dump them in response to rising trade tensions

Global Risk Roundup with Ian Bremmer

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Ian Bremmer

Ian Bremmer
Founder, Eurasia Group

Political scientist Ian Bremmer says that despite a strong global economy and resilient financial markets, the likelihood of a big, unexpected crisis is creeping […]

Financial Terms Made Simple by TIAA CREF

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Glossary of Financial Terms to make understanding Wealth Management easier.

 

Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

Impatient Investors Get Caught in the “Return Gap” A fascinating article about behavioral tendencies in finance.

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Impatient Investors Get Caught in the ‘Return Gap’

By: Derek Horstmeyer for the Wall Street Journal

Investors on average lose 1 to 2 percentage points a year because of behavioral inefficiencies, writes this professor

6 Reasons you should consider a trust

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6 reasons you should consider a trust

Trusts can help you control your assets and build a legacy.

Key Takeaways

  • Trusts can help pass and preserve wealth efficiently and privately.
  • Trusts can help reduce estate taxes for married couples.
  • Gain control over distribution of your assets by […]

Schwab Market Perspective: Navigating the Changing Market

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Market Update by Kenneth Frost, CIO

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02/09/18

After reaching an all-time high on Friday January 26, the stock market has endured two weeks of declines amid volatile trading that has seen wild daily price swings and taken the major indices into correction territory, declining 10% or more from their peaks.  It appears that investors have abruptly shifted their focus from worrying about […]

Stock Market Didn’t Get Tested, but You Did

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Stop trying to make sense of the stock market.

The one question every investor was asking on Monday has no answer: Why? Why did the Dow Jones Industrial Average close down nearly 1,200 points, or 4.6%?

Market commentators are already arguing that stocks were bound to […]

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