Latest Articles
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How Would Your Portfolio Do If You Invested Like The Rich?
The world’s high-net-worth individuals (HNWIs) entered 2025 with portfolios reflecting both caution as well conviction . They have dialed up exposure to equities, kept real estate steady, trimmed back bonds, and parked a strikingly large share...
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Why Don’t Advisors Add 10% Gold to Client Accounts?
Some may dismiss gold as a low-yield relic. But the numbers tell a different story – one that suggests even a modest 10% allocation could improve client portfolios without sacrificing meaningful return. You get lower volatility, almost guar...
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How Gold Protects You When The S&P Crashes
When markets tumble, most portfolios have nowhere to hide – except, historically, gold. We look at the 10 worst months for the S&P 500 since 2015, and gold outperformed stocks every single time, often swinging positive while equities...
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Should An Advisor Add 5% Bitcoin To A Retirement Account?
Bitcoin has been one of the strongest performing assets in global markets, and it’s no longer looking like just a millennial fad. Over the past year alone, the cryptocurrency has nearly doubled, trading around $119,000 today. Its rise has forced ...
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6 Aversions to Hiring a Wealth Manager
Below are six common reasons why investors may delay working with a wealth manager: (1) Uncertain They Have Enough This belief is quite prevalent even among multi-millionaires. Once your investable assets are >$200K you should consider wor...
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Wealth Management without Market Predictions
Investors want to know: Where’s the market headed? Where are interest rates headed? What will GDP growth come in at? Are we headed toward recession? How will a government policy impact the markets? Will a hot stock’s amazing run cont...
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10 Ways to Prepare for a Market Correction
The S&P 500 hit 50 all-time highs in 2024 and has since hit new highs in 2025. Whenever such milestones make headlines regularly the anxiety of the potential market correction inevitably surfaces. Below are some ideas on how to prepare your...
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3 Key Metrics to Evaluate Market Valuation
Suspect the market is overvalued? There are many indicators that investors track to gauge market valuation. Below are three main ones to consider: 1) Price-to-Earnings Ratio (P/E) January 2025 Takeaway: Market looks very highly valued based ...
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Wealth Math: Limit Loss; Compound Gains
Warren Buffett once illustrated the power of compounding with a fun thought experiment. The Lenape people sold Manhattan island to Peter Minuit in 1626 for 60 guilders, or about $24. Buffett pointed out that had the $24 been invested continuously...
