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3Q2021 IWM Investment Insights Newsletter

Our Philosophy: A broadly diversified portfolio gives our clients the best chance to achieve their goals while taking as little risk as possible. However, there are fundamental economic realities that warrant consideration as we constrict and modify portfolios. Please...

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3 Social Security do-over options

Here are strategies that can be helpful for clients who have regrets over the timing of their Social Security claiming decision, whether they claimed early rather than holding out for a bigger check or waited longer than necessary. I often receive emails from...

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Getting the Goalpost to Stop Moving

There aren’t many iron laws of money. But here’s one, and perhaps the most important: If expectations grow faster than income you’ll never be happy with your money. One of the most important financial skills is getting the goalpost to stop moving. It’s also one of the...

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Predicting Inflation is Hard

In 1928, economist Irving Fisher wrote a book called "The Money Illusion" that was all about inflation. The best way to view think about inflation back then was through the lens of wars and how they impacted the economy. Fisher lays out that relationship: "Usually...

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Robinhood’s Big Gamble

In eliminating barriers to investing in the stock market, is the app democratizing finance or encouraging risky behavior? Read Full Article Here (click here)... Written By: Sheelah Kolhatkar Published By: www.newyorker.com

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Occam’s – How Are You Different From the Average Investor?

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous...

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