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Market Commentary: S&P 500 Tops 5,000. What’s Next?

Carson Wealth

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. After adjusting for inflation, investment in information processing equipment is running below the 2017-2019 trend. The S&P 500 closed above 5,000 on Friday for the first time in history.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

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A Moment of Zen: The Wisdom of Staying Invested

Brown Advisory

A Moment of Zen: The Wisdom of Staying Invested achen Wed, 07/19/2017 - 15:28 When discussing the merits of cash as an investment, Warren Buffett doesn’t pull his punches, saying that those who hold cash or its equivalents “have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value.”

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A Moment of Zen: The Wisdom of Staying Invested

Brown Advisory

A Moment of Zen: The Wisdom of Staying Invested. Wed, 07/19/2017 - 15:28. When discussing the merits of cash as an investment, Warren Buffett doesn’t pull his punches, saying that those who hold cash or its equivalents “have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value.”.

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Five Sources of Alpha in an Aging Market Cycle

Brown Advisory

We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. We might call these “process-driven” strategies as opposed to “market-driven” strategies. Further, U.S.

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Five Sources of Alpha in an Aging Market Cycle

Brown Advisory

We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. We might call these “process-driven” strategies as opposed to “market-driven” strategies. Further, U.S.