Archive for July, 2013

How Impatience Hurts Retirement Saving

  • by April Harper on Jul 25, 2013
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Keep calm & carry on – it may be good for your portfolio. Why do so many retirement savers underperform the market? From 1993-2012, the S&P 500 achieved a (compound) annual return of 8.2%. Across the same period, the average investor in U.S. stock funds got only a 4.3% return. What accounts for the difference?1,2 […]

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The Top Six Myths About Introverts

  • by April Harper on Jul 11, 2013
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“If you’re reading this, chances are you’re an extrovert. Upwards of 65 percent of registered financial advisors working on the retail level are extroverts, according to estimates by a number of social scientists. But what about your clients?” Myth #1 – Introverts are shy Fact: Shyness has nothing to do with being an introvert. Extroverts […]

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Bond Alert: What Investors Should Know

  • by April Harper on Jul 03, 2013
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As you know, it is our goal to keep you informed about any developments that have the potential to impact your investments. For this reason, we have assembled a special whitepaper that addresses some important information related to bonds. We encourage you to review it at your earliest convenience. To access the whitepaper, please click […]

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