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Month: October 2023

Your Most Important Investment Decision:  Choosing the Right Asset Allocation For You

Choosing the overall allocation of your investment portfolio – the plan for how much should be invested in stocks, cash, bonds and other investments – is the most important investment decision you will make.  While over the long-term markets are

tomrobinson October 11, 2023October 11, 2023 Uncategorized Read more

Third Quarter 2023 Market Update

Financial markets continue to grapple with uncertainty.  The 3rd quarter saw most investment types down for the quarter.  The table below shows returns for investable ETFs representing the most common investment types.  We like to use ETFs versus indices to

tomrobinson October 1, 2023October 1, 2023 Uncategorized Read more

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