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Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

Yardley Wealth Management

Understanding Market Volatility: Before diving into strategies for staying disciplined, it’s essential to understand what market volatility is and how it can impact your investments. Market volatility refers to the rate at which prices rise and fall in financial markets.

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September 2016 Insights on Markets and Investments

Brown Advisory

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. tax law.

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September 2016 Insights on Markets and Investments

Brown Advisory

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ?

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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially. Understanding the Value of Financial Planning Education Financial markets are becoming increasingly intricate, requiring professionals to stay ahead through continuous learning and development.

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Anchoring Expectations

Brown Advisory

During periods of market volatility, investors overly focused on shortterm gyrations in stock prices may fall prey to emotional swings that can ultimately prove more detrimental to their financial wellbeing than a bear market. By Taylor Graff, CFA, Asset Allocation Analyst. We cannot control the first two forces.

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My Investing Mentors

The Irrelevant Investor

These are two of my favorite quotes From The Intelligent Asset Allocator : Asset allocation is the only factor affecting your investments that you can actually influence. Ferri was an early champion of indexing and asset allocation for financial advisors. He taught me that asset allocation matters.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.