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Investing in stocks, bonds or securities involves risk. Past performance is no indication of future results.
 

Political Dysfunction

October 14, 2013

A number of our clients have contacted us about the political dysfunction and its potential impact on the markets. In ... Read More

 

How Much Lower Can Bonds Go?

January 8, 2013

Government bonds, outside the Eurozone’s periphery, have been among the best performers over the last few years as investors ... Read More

 

What If You Lost Up to 50% of Your Wealth in a Single Day?

November 27, 2012

Nothing is more satisfying for advisors and their clients than planning, investing, and watching net worth gradually increase. And, nothing ... Read More

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Once More Into the Breach

Realistically, the market is having a fight between those who are thinking the Santa Rally has started and those who are worried about an overbought market concentrated in a few megacap tech stocks. I can see that in my own market measures. My short-term, volatile…
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Q3 2023 Performance Report

Early this year, I agreed with Stanley Druckenmiller that this was an incredibly difficult year to manage, given all the crosscurrents. My answer to that was to just concentrate in traditional safe havens. Until recently, that’s turned out to be a terrible idea. In general, I…
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Again

Last week saw the S&P 500 drop 2.4%. That’s not the end of the world but neither is it great. For better or worse, this week’s blog is going to look pretty similar to what I said at the beginning of last week, as the basic…
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Walk Away Wealthy: The Entrepreneur’s Exit-Planning Playbook

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Exceptional Wealth: Clear Strategies To Protect And Grow Your Net Worth

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Tilting the Odds, Mark Tepper

Tilting the Odds: The Keys to Gaining an Investment Edge

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