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Market Insights
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Wealth Managers Urge Calm Amid Market Storm
Matt McGrath, managing partner and wealth manager at Evensky & Katz/Foldes Financial, an advisory in Coral Gables, Fla., says what unsettles his most anxious clients is the unprecedented nature of the crisis.
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Do you really need that individual stock?
Individual stocks end up in portfolios for various reasons—possibly some speculation along the way, maybe inherited from a family member and kept for sentimental reasons, purchased many years ago and now with a cost basis so low that selling the stock would incur high taxes, or through acquisition of company stock options. We don’t recommend…
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The December Rout
BLOOMBERG, DECEMBER 26, 2018, 10:23 AM INVESTORS SCRAMBLE TO PULL CASH OUT OF MUTUAL FUNDS Investors withdrew $56.2 billion from mutual funds during the week that ended Dec. 19, according to data from the Investment Company Institute. The mutual fund market hasn’t experienced a one-week outflow so large since October 2008. REMEMBER THESE HEADLINES DURING…
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CFPs’ info on blockchain … what’s that about?
Not all CFPs may be comfortable with cryptocurrencies.
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Are Retirement Income Fears Overblown?
The industry consensus: Americans aren’t saving enough — if anything — for retirement.