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Which is Riskier: Stocks or Bonds?

June 8, 2018—Which are riskier: stocks or bonds? How about sharks vs. cows? The answers may seem obvious. But what if you’re standing in a field, and a herd of startled cows is stampeding your way? Suddenly those sharks don’t seem like such a threat.

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Don’t Cash Out Your Old Retirement Accounts as published in InsideNova.com

May 25, 2018—Does your company retirement plan rock or not? Either way, I believe you’ve got far more control over your financial security in retirement than you may think. Your best bet is to avoid the most common self-inflicted wounds I see people making with their retirement savings. One of the worst ones is also among the most tempting, especially for younger investors: Don’t cash out of a former employer’s retirement plan. Instead, roll the assets into an IRA or new employer retirement plan – or leave it where it’s at if that’s possible and desirable.

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Score One for Goliath...For Now as published in InsideNova.com

May 11, 2018—Plain and simple: If a financial professional is offering you advice about your money, shouldn’t it always be in your best interest? We think so, and have long advocated accordingly. Unfortunately, as of April 30th, big-broker “Goliath” firms scored another victory that continues to suggest otherwise.

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Behavioral Finance: The Far-Reaching Risks of Recency as published in InsideNova.com

April 13,2018—A few articles ago, I introduced the field of behavioral finance, and the threats investors face if they ignore the emotional, instinct-driven side of money management. I promised to follow up with some of the specific biases that impact otherwise rational investors … like recency. It’s a good one to recognize if you’re wondering what to make of recent increases in market volatility.

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March Madness and Investing

March 30, 2018—My favorite annual sporting event is the NCAA Men’s Basketball Tournament. I’m writing this during the first weekend and, wow, what a truly mad season it’s been so far. #13 Buffalo beat #4 Arizona, play-in Syracuse beat #3 Michigan State, and Texas A&M beat #2 UNC. Then, in an upset for the history books, the University of Maryland, Baltimore County (UMBC) Retrievers trounced UVA, the #1 team in the country. Never has a #16 underdog beat a #1 seed in the men’s tournament … by 20 points, no less!

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Behavioral Finance: It's Not Just the Numbers as published in InsideNova.com

March 2, 2018—As a seasoned advisor with a long list of financial credentials, I’d probably be pegged by most people as a “numbers guy.” It’s true, I am quite fond of charts and spreadsheets. But any advisor worth his (or her) salt quickly learns numbers alone aren’t enough to get the job done. We also must be well-versed in behavioral finance, i.e., the many threats investors face from the emotional, instinct-driven side of money management.

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