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Archive for May, 2011


Investing in silver: What to consider

Silver has long been known as the “other precious metal.” It’s played second fiddle to its more popular—and more heavily traded—sibling, gold. In April, we saw silver hit historic highs and attract a lot of attention. Some investors bought it fearing inflation. Others did so fearing deflation. Another group bought it as an alternative to

May 31, 2011 Categories: Portfolio Corner
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Movie theaters and your practice: Understanding the value of time

The next time you go to the movies, take note of the flick’s length. Most likely, the movie will not exceed 128 minutes. Why? What’s so magical about 128 minutes? The audience attention span? Nope. Perhaps the Screen Actors Guild protecting the “talent”? Think again. Or possibly the director’s attempt to maintain some form of

May 26, 2011 Categories: The Science of Advising

Taxing Times: Now that we’ve hit the debt ceiling, what’s next?

On May 16th, the US Treasury reached its debt limit of $14.3 Trillion dollars.1 While the Treasury has room to maneuver for a few months, the situation could become critical if Congress fails to authorize a higher borrowing capacity by this August. Sources currently estimate that the U.S. government could continue to function normally until

May 24, 2011 Categories: Economic Insights
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Redefining wealth management

It’s official. The term “wealth management” has reached meaningless status. It has flat-lined and shows no signs of life. It has been commoditized and resides on just about every advisor website, in an abundance of firm names, and within every advisor’s value proposition (in some form). As a result, it has lost meaning and doesn’t

May 19, 2011 Categories: The Science of Advising
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The illusion of control

As advisors, it seems now more than ever we move from one crisis to another. In the last few months we have dealt with pressures on European Countries, Arab Spring, the Japanese Tsunami and subsequent nuclear catastrophe and most recently a negative outlook on US debt. Any of these is enough to distract a client’s

May 17, 2011 Categories: The Art of Advising
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A look at active versus passive investing

Active versus passive investing is one of the most debated issues in the financial services industry. There is an incredible amount of time and energy spent proclaiming that one is better than the other. Both groups are passionate about their beliefs and are quick to discredit the other side of the argument. Which side is

May 12, 2011 Categories: Portfolio Corner
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New retirement roadmap: looking beyond the horizon

At times, getting to a travel destination can seem like an effort unto itself. You get yourself to the airport – via car, train, bus, shuttle. You make your way through the terminal – checking yourself in, tagging and dropping your baggage, handing over your ID, coat, shoes, belt, laptop and 1-quart Ziploc bag at

May 10, 2011 Categories: The Art of Advising

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