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2019 – Keep Looking Forward

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I want to begin by saying that a well-defined risk assessment forms the core of any good financial plan, and “risk” incorporates the assumption of both good markets and bad.  I stress this point because, despite the recent correction and...
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Markets are Forward Looking

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You’ve probably heard me say many times before that “Markets are forward looking,” meaning that markets move today based on what investors believe the investment conditions (the economy, demand, interest rates, etc.) will be 6+ months from now.  That relationship...
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