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4 Tips to Help You Avoid Timing the Market
Brett Sebion, Financial Coach  – May 17, 2022
udden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when you see your investments lose value — or to buy when the market is surging. But predicting the effects of short-term market movements like these is nearly impossible.
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What Type of Investor Are You?
Brett Sebion, Financial Coach  – March 26, 2022
Opportunistic: a common trait amongst successful investors over the last 100 years. While there have been many recessions over the last century, the stock market has continued its trajectory higher. That’s not to say specific industries or sectors have come and went (think many technology companies in the late 1990s), but investors with diversified portfolios […]
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Roth vs Traditional Contributions
Heather Jordan  – March 08, 2022
What Are They? For years, individuals participating in a 401(k) could only contribute in a traditional fashion. It wasn’t until 2006 when many 401(k) plans adopted a Roth contribution feature. This was a game changer for many people and we will walk through those benefits. But first, let’s walk through the differences between Roth and […]
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Understanding Asset Allocation
Yan Arsenault, CFA® CAIA®  – January 04, 2022
How to stabilize returns over long periods of time by spreading out your dollars across investment categories. Every investor has been cautioned at some point not to put all of their money in one category, but rather to spread it out across many categories to create a diverse portfolio. Those different categories are called asset […]
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Markets Pause as a New COVID Variant Emerges and the Fed Strikes a Hawkish Tone
Yan Arsenault, CFA® CAIA®  – December 10, 2021
Key Observations Global equity markets took a step back in November, with investors favoring safe-haven assets. Emergence of the new Omicron COVID variant and more hawkish comments by the Federal Reserve led to market volatility late in the month. S. political gridlock eased with passage of the $1 trillion infrastructure bill and with the House […]
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Rookie Investing Errors
Brett Sebion, Financial Coach  – November 30, 2021
Every investor, even experienced ones, makes mistakes. The “can’t lose” investment that may seem like a great opportunity all too often can lose — and lose big. While there is no guaranteed method for avoiding costly mistakes, recognizing common pitfalls that are really rookie errors can help investors keep their portfolios on track. Concentrations in […]
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