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Financial Intelligence

A Modest Strategy: Consistently Avoiding Big Mistakes

One of the biggest mistakes that investors make is assuming that day-to-day economic news is useful for making investment decisions. Part of the job of top-notch financial advisers is to minimize the temptation to act on short-term economic news.

Recent Articles

A Modest Strategy: Consistently Avoiding Big Mistakes
06/05/2019

One of the biggest mistakes that investors make is assuming that day-to-day economic news is useful for making investment decisions. Part of the job of top-notch financial advisers is to minimize the temptation to act on short-term economic news.

Sequence of Returns: More than Meets the Eye
03/29/2019

Even well-informed investors sometimes overlook the fact that the timing and frequency of their contributions and/or distributions from their investment accounts can have a substantial impact on their overall portfolio.

Market Highs & Lows
02/07/2019

Historically the market goes up over time so you want to stay invested no matter where the market is, and don’t try to get in and out of the market based on short-term swings or news.

Financial Empowerment for Women
01/07/2019

The combination of financial expertise and technology can set you on a new path that's right for you. You're more than a number, and you deserve a financial future that gives you the confidence and resources needed to reach your goals.