Market Resources

The Financial Benefits of Buying What You Love

Eleven years ago, I needed a new bike. At the time, I rode a lot. I was in a big…

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A Look at Equity Performance in 2015

We just completed the second consecutive year where U.S. large-cap stocks outperformed most other asset classes, including U.S. small stocks,…

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The Secret Wall Street Doesn’t Want You to Know

I am not endorsing any political views, but I did note an observation made by Bernie Sanders in…

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Video Library

Have you ever wondered what being a fiduciary advisor means? In this video
Tim Maurer, director of personal finance for the BAM ALLIANCE, demonstrates that
it all comes down to whose interests your advisor really has at heart.

Resources

The Million Dollar Question: "How Am I Doing?"

You may have seen the television ads that pose the big question: “What’s…

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What Do I Do With My Retirement Plan Accounts?

Overview: For those retiring soon, there are several options to consider when deciding how to handle assets saved in company-sponsored…

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It’s Important To Be Educated

Overview: The following are some key investing principles that investors should know.

 

The Importance of Education
It is…

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Wise Investing Blog

Gurus’ ‘Sure Things’ For 2016

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Keep Calm And Step Forward

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The Truth About Credit Premiums

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Avoid Investment Depression

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