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“Since the end of World War II the longest it has ever taken an investor to recover an original investment in the stock market was the five-year, eight-month period from August 2000 through April 2006 (68 months).” |
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Greetings,
I started my financial planning practice 36 years ago with the goal of serving a finite number of families with a focus on goal-focused, long-term, equity investing. I'm happy to tell you that this process is now well along. I can begin to see the day approaching when I will need to stop accepting new clients.
Between now and then, I would much prefer to establish relationships with colleagues and friends of my existing clients. I enjoy working with you and I'm sure I'd enjoy working with people whom you like and admire. If, and only if, I'm servicing you as you'd hoped I ask you to introduce us.
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It's the Earnings, Stupid |
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In this month’s edition Nick attempts to strike a blow against declinist financial journalism. |
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My Warren Buffett Bible by Robert Bloch
A Short and Simple Guide to Rational Investing: 284 Quotes from the World's Most Successful Investor.
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Building resilient portfolios in volatile markets |
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Youtube - May 22, 2025 - 35 minutes |
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Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth investment opportunities. She seeks durable companies that can perform well throughout an economic cycle, emphasizing pattern recognition, turnaround companies and the importance of culture. |
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The U.S. loses its triple-A credit rating. What’s next? |
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The United States lost its triple-A credit rating last month from Moody’s, the last of the major rating agencies to give U.S. sovereign debt its highest assessment. What does it mean for interest rates, the U.S. economy and your investment portfolio? |
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Markets go UP approximately X out of Y years? |
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- 1 out of 5 (20%).
- 2 out of 5 (40%).
- 3 out of 5 (60%).
- 3 out of 4 (75%).
- 2 out of 4 (50%).
- 1 out of 4 (25%).
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Answer = #4. 3 out of 4 (75%).
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MONEY MEMES AND A LITTLE HUMOR |
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Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal. Series 6, 26, 63, 65, Life
Since 1989 I’ve been helping families make smart choices about building a guaranteed income during retirement.
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Retirement Planning • IRAs • 401k's • Rollovers • Mutual Funds • Variable Annuities • College Planning • Term Life Insurance • Living Trusts |
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