Monthly Archives: June 2014

Evidence for Time Diversification

One area where many professional advisors disagree with academics is whether stock investments tend to become less risky as you go out in time. Advisors say that the longer you hold stocks, the more the ups and downs tend to … Continue reading

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What, Me Worry?

So far this year, the investment markets have held up pretty well, which doesn’t always happen after a year of big returns like we experienced in 2013. But based on experience, you know that something will spook investors at some … Continue reading

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Retirement Spending Revisited

How much are you going to spend in retirement? What once seemed like a simple question has become incredibly complicated in recent years. You might be asking, why? First of all, a diminishing number of people actually plan to leave … Continue reading

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Should I Consider a Charitable Remainder Trust?

From the Desk of Charlie McCullough: You might remember that in one of my earliest blog posts, I introduced you to my family, including my lovely wife Lisa, our daughter Ava, and my children from my first marriage, Sheldon and … Continue reading

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The Anatomy of “FREE” – What it REALLY Means

We all love getting something for free. It doesn’t really matter what it is, or even if we need it…what matters most is that it is free. It seems like rational thinking to most people. However, when we really consider … Continue reading

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Out and About with Financial Fiduciaries – Updates from the NAPFA Spring Conference

At Financial Fiduciaries, one of the best ways we can serve our clients is to make sure that, as advisors, we are at the forefront of industry happenings, news, events and important items that will impact their financial outlook. With … Continue reading

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