BEST-LAID PLANS: WHAT CAN DERAIL BUILDING A RETIREMENT PORTFOLIO?

By Michael Reese | May 26, 2017

Some people dream their whole lives about retiring, while others say they want to work forever. Unfortunately, many who want to retire can’t, while some who planned to keep working find themselves mentally or physically unable. There’s no way to know for sure what will happen, but you can plan by envisioning the lifestyle you…

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FOR AMERICA, CHEERING UP KEY TO BEING GREATER

By Michael Reese | May 15, 2017

Since becoming president, Donald Trump has talked a lot about what we need to add to make America great again. But one thing we clearly need to lose is some of our misery. Independent reports comparing various countries found the U.S. is more unhappy than many. Regardless of whether you believe the U.S. could be…

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LOWER MARKET GROWTH AHEAD?

By Michael Reese | May 9, 2017

The good news is that over the last eight years, we have seen tremendous growth in the stock market.  This has allowed many of you to make up for your losses in 2008 and then some. Yet, when markets experience a prolonged upward climb, the result is stock prices at higher and higher levels.  You…

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RESIST SHORT-TERM TEMPTATIONS

By Michael Reese | April 28, 2017

Resist Short-Term Temptations We expect our texts to be answered immediately, take pills to try to lose weight fast and, because Amazon Prime’s free two-day shipping isn’t enough, the company has introduced same-day grocery delivery. (1) We live in an Amazon world one in which we demand instant gratification. As such, those who anxiously approach…

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INFLATION: IN & OUT OF CONTROL

By Michael Reese | April 17, 2017

Thanks to an agreed upon inflation rate among central banks in the U.S. and other developed nations, it’s been a while since the effects of rampant inflation were felt. A rate of 2 percent is believed to be sufficient to keep the economy steady: Growth without enormous price increases.1 However, inflation is a bit like…

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3 RULES OF INVESTING

By Michael Reese | April 3, 2017

Legendary investor Warren Buffett is often quoted in the media for his fundamental tidbits of advice that work not only for him, but are widely recognized as sound recommendations for the average investor. He once said, “Our favorite holding period is forever” to indicate confidence in the long-term success of the companies in which he…

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The Next 10 Years Will Be Ugly For Your 401(k)

By Michael Reese | March 28, 2017

If you haven’t seen it, this is an interesting article from Bloomberg talking about market expectations for the next 10 years. What will you do if the article is right? The Next 10 Years Will Be Ugly For Your 401(k)

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REINING IN THE REGULATIONS

By Michael Reese | March 20, 2017

There is an ongoing debate both in the U.S. and globally as to the value of government regulations in the business world. Conservatives believe the legislators should stay out of the boardroom and allow market capitalism and free enterprise to play out, permitting the natural forces of competition to reign in poor business practices. Liberals,…

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OBAMACARE 2.0 – MINUS THE OBAMA

By Michael Reese | March 6, 2017

If there was one universal theme that helped the GOP take control of the 2016 elections it was the party’s commitment to repeal the Patient Protection and Affordable Care Act (ACA), commonly referred to as Obamacare. Now that they have settled into office, Republicans are grappling with the moving parts of health care reform and…

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EMERGING RISKS IN 2017

By Michael Reese | February 27, 2017

When it comes to financial investments, we keep a constant eye on how they’re growing. That’s the reason we have them in the first place. For physical possessions, on the other hand, we may not consider the value they can accrue over time. While we purchase insurance for many things these days, it’s important to…

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