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Our Investment Views

The Thought Behind Our Investment Advice

Creative De-Construction of Health Care Thumbnail

Creative De-Construction of Health Care

On a regular and routine basis we evaluate positions held within client’s accounts. We call it “creative de-construction” of the portfolio as each position within the accounts should provide a combination of diversification, safety and growth.

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Business Debt and Our Financial System

"As of now, business debt does not present the kind of elevated risks to the stability of the financial system that would lead to broad harm to households and businesses should conditions deteriorate" - Jerome Powell

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Negative Interest Rates  Thumbnail

Negative Interest Rates

Negative interest rates are a signal that central banks in major developed countries are taking serious steps to fight slow economic growth. If you think of an interest rate as the fee you pay to borrow money, a lower interest rate means a lower fee. When the fee goes down, banks and people are incentivized to borrow money and therefore, spend more money. Negative interest rates, while unusual, create an even more dramatic incentive to borrow (again, imagine getting paid interest to borrow money) and stimulate more borrowing, more spending, and more economic growth.

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MidYear 2019 - rerouting trade and going public while the getting is good.  Thumbnail

MidYear 2019 - rerouting trade and going public while the getting is good.

The stock market is not always a place for action but rather for strategic thought; we believe to be a successful investor you have to use both the left-brain to examine companies, charts and valuations, and the right-brain to strategically look through the trees (macro headwinds) to see the horizon (what makes sense in the future).

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Am I Saving Enough for My Child's Education?  Thumbnail

Am I Saving Enough for My Child's Education?

The cost of tuition has increased 5.4% for the last 30 years which means in 18 years the cost of 1-year of in-state tuition will be approximately $56k. Using a 529 account will help your child avoid student loans later.

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Top Financial Fears That Affect Women  Thumbnail

Top Financial Fears That Affect Women

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

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5 Steps to Determining Your Risk Tolerance Thumbnail

5 Steps to Determining Your Risk Tolerance

How much uncertainty you can live with? Do you watch the stock market daily? If so, does it fill you with dread or excitement? Asking yourself these kinds of questions will help better determine your risk tolerance.

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