True Diversification

The number one rule of investing that everyone seems to know, is diversify, diversify, diversify.  For most investors, this starts with an allocation to stocks and bonds, diversifying the risk and return of their portfolio over two different asset classes.  Other asset classes can further diversify portfolios, such as precious metals, real estate or timber.  […]
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Market Update September 29, 2015

Written by Mark Govoni Equity outflows continue this week, with market leaders such as biotech, pharma and the technology sector as a whole experiencing increased profit taking.  We expect that the global economic picture will remain muddled for the remainder of the year.  The U.S. remains the primary engine of growth in an otherwise challenged […]
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How to Be Financially Secure in Retirement

The average American spends 20 years in retirement but only half of Americans have calculated how much they really need to save for retirement, according to the U.S. Department of Labor Employee Benefits Security Administration. If one of your life goals is to be financially secure in retirement, there’s no better time than the present […]
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Market Update: August 25, 2015

Written by Mark Govoni Yesterdays’ opening thousand point swoon, while not a percentage record, was certainly eye-opening. It was equally as startling if you saw how quickly markets recovered from the flush lower. On the face of it the near 10% two week decline in the Dow should satisfy the need for corrective action in […]
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Market Update: August 24, 2015

  The global selloff continued this morning, sparked by a lack of policy response over the weekend in China. While clearly this sell off has reached proportions to which we have become unaccustomed, it is still well contained within normal correction bounds. The risk factors which investors are keying off of are: The Deflationary Scare […]
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Alternative Investments – What Are They and How Can They Help Your Portfolio?

Written by Keith Burbank Alternative investments are typically anything other than the traditional asset classes of stocks, bonds and cash. The term is rather broad and can include precious metals, art, coins and stamps as well as commodities, private equity, venture capital and hedge funds. Investments in real estate and forestry are also often termed alternative […]
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The Greek Debt Crisis

Written by Mark Govoni This past Sunday Greek voters rejected the bailout terms issued by their international creditors. While this does not mean that Greece will exit the Euro, it does increase the odds that it may occur. The current situation is as follows: Greece owes €3.5 billion to the European Central Bank (ECB) payable […]
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How Much Money Do I Need to Retire?

Written by Keith Burbank Have you ever asked yourself this question? Countless articles and talking media heads try to answer this for us on a daily basis. We are overloaded daily with investment information from TV, websites and friends. It becomes easy to fear the worst and think we will never be able to retire or […]
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Spring Clean Your Finances

Written by Mark Govoni Spring has sprung and while you may be focused on cleaning out your gardens and home, don’t forget about sprucing up your financial strategy. Here are a few tips from our team to refresh your financial outlook. For more information, do not hesitate to give us a call! Consolidate Move 401(k)’s […]
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