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Become a better investor by asking, “And then what?”

Successful investors all share the same qualities:

  •      They have faith the markets will be up in the future.
  •      They have patience, and understand that results will only be realized over the long run.
  •       They have discipline to stick with their plan, and never react to temporary market events.

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Bear Markets: It's Good To Know Your History

It’s probably no surprise that markets are officially in bear market territory. What does that mean? Generally, when a market falls by at least 20% from its recent highs, that’s a bear. (When it rises 20% from its recent lows, it’s a bull.)

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Why Diversify? Because You Can Win for Losing

Why bother to diversify your investments across a range of asset classes – such as stocks vs. bonds, large- vs. small-company stocks, and U.S. vs. international holdings? Wouldn’t it be nice to instead hold mostly the best, top selections in your investment portfolio?

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Coronavirus – What Should Investors Consider?

I write this after hours on Monday, February 24. The Dow Jones Industrial Average (Dow) fell 1,031.61 today, its third-largest daily point drop ever. The sell-off was generated by fears about the impact coronavirus might have on our global economy, and therefore our global markets.

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The Triple Power of Auto-Investing

Do you auto-invest? Auto-investing is having a set, recurring amount of money taken out of your salary or savings, and automatically invested for you. For example, you are auto-investing if you are having a set amount deducted from each paycheck and invested in your company retirement plan. Or you may have set up an automatic transfer from your checking account into an IRA, brokerage account, or 529 college saving plan.

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Parents: Do You Save for College or Retirement?

Unless you’ve got a child prodigy or incredible wealth, most parents must choose which to save for first: higher education or retirement. Ideally, you have enough for both. But what if you don’t? I would suggest even the most loving parents should first fund their own retirement.

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