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Insights

You may have heard one of the more popular sayings in the financial planning world: “It’s not what you earn, it’s what you keep.” For many people, this past tax season was a painful reminder of that pearl of wisdom.

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One thing we tell you to be on the lookout for when making your investment decisions is cost, because they could eat into your overall rate of return. In some cases so-called low cost investments may actually cost up to an additional 4.0%.

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This Saturday, thousands of people will head over to Churchill Downs for the 143rd renewal of the Greatest Two Minutes in Sports, the Kentucky Derby and there’s something I noticed: there are several parallels you can draw between the Sport of Kings and portfolio management. Here are 3 investing lessons you can learn from horse racing.

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I get asked all the time: Stocks, or bonds? Some people would simply suggest sticking their finger in the air to see which direction the wind is blowing. But if you know me, you know I’m really big on repeatable processes… and we have a process that enables us to address those questions. It’s called Growth Cycle Investing.

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Chasing Yield

I think one of the most common misconceptions that investors have is regarding the value of investing in dividend-paying stocks. I hear this quite a bit from people who call me or email me and try to tell me the virtues of putting money into what they call “high quality, dividend-yielding securities.” And they can sound enticing – sometimes 7, 8, 9 percent dividend yields or more. But just because a stock is paying a high dividend doesn’t mean it’s a great investment for you.

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Here are some articles that we’ve been reading for the week of April 6, 2017

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One of the primary reasons that people come to us as financial advisers is to find out if, and when, they can retire. And you know something? Often times, just the very thought of retirement can cause worry for people… and this can leave them overwhelmed and under-prepared. I’ve seen people both old and young making different mistakes when it comes to their retirement planning, but the biggest mistake I often come across is this: they’re starting their retirement planning too late.

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In these times of low bond yields and market volatility, many investors may be looking for alternative ways to invest their portfolio. Unfortunately, individual investors are often at a disadvantage when it comes to finding alternative strategies. So how can a retail investor gain access to these alternative investments? One way might be through something called a closed-end interval fund.

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Here are some articles that we’ve been reading for the week of March 30, 2017

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Here’s something I’ve been hearing a lot lately: that people are foolish for putting money in their 401(k) plans. They say that deferring taxes now and paying them at retirement will cost you because your taxes will be substantially higher in retirement. But for many retirees, that is untrue.

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