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Political Risk or Political Opportunity? 11/09/2016

The past 24 hours have certainly been interesting.  Depending on your political point of view, our great democracy has either “placed the U.S. on a precipice” (from the lead editorial of the NY Times) or “America is witnessing a modern day political miracle” (Sean Hannity).

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The Debate Continues: Active Vs. Passive 10/21/2016

As we make the turn into the final quarter of 2016, and look at all of the news that is dominating the headlines along with numerous predictions of market reaction to election results, we think it is a good idea to review our investment philosophy and provide some thoughts on what we should focus on over the next year.

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Welcome to Brexit 6/27/2016

As you are aware, we read many articles regarding investments and other related financial planning issues.  In addition, we subscribe to several resources that are particularly relevant to our firm.  One of these is an offering by a gentleman by the name of Bob Veres.  He specializes in giving advice and council to planning firms like Stratford Consulting.

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Mulling the Markets and Miscellaneous 4/19/2016

The first quarter of 2016 has ended, taxes have been paid (hopefully!) and we thought we would use this opportunity to give some thoughts on miscellaneous topics that are at the top of the financial news.

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New Year, New Market Forecast 1/06/2016

2015 was a year in which the market’s performance could be described as “violently flat”.  We endured the most market volatility we have seen since 2011, with a backdrop of falling crude prices, global instability, terrorism and an upcoming presidential election. Multiple asset classes rose through May, then fell through August, then recovered again.

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Market Conditions 8/21/2015

The eNewsletter below was written two days ago, and after two days of market declines it looks like our comments were prescient! The ideas presented remain correct, so without any further modification here is what we would like to communicate our thinking earlier this week regarding market conditions:

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An Article We Would Like to Share 6/2/2015

We are excited to announce that our very own Susan Schildt was chosen to be interviewed as a contributor for an article published today, June 2, 2015, on CNBC.

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Identity Theft Protection: Is it Really Worth the Price? 4/7/2015

It seems that everywhere we turn there is information about a new large scale data breach. For many of us, the natural course of action is to research different ways we can protect ourselves from becoming victims in the first place. Upon conducting such research, it is impossible not to encounter information about Identity Theft Protection. 

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End of the Year Wisdom 12/23/2014

As 2014 comes to a close, we would like to take this opportunity to tell each of you how much we appreciate the confidence that you have placed in us, and also wish everyone a very Merry Christmas, Happy Hanukah, and Happy New Year!

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Year End Questions 10/29/2014

As we approach the end of another year, we are frequently involved in helping with year end charitable contributions. Therefore, we think this is a good time to briefly describe some of the rules and general guidelines regarding the tax treatment of charitable gifts, as well as some of the different strategies that can be considered.

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