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June 29, 2020
Cultivating an Abundance Mindset, Even in Difficult Times

By Becca Craig

Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounti... Read more

Behavioral Finance

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June 9, 2020
Is COVID-19 Creating An Education Planning Crisis?

By Tim Maurer

Few things in our lives have been so dramatically altered throughout the COVID-19 crisis as school and education. From online coursework to cancelled proms to a March devoid of Madness but full o... Read more

Financial Planning / Volatility

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April 6, 2020
CARES Act Relief for Retirement Account Owners

By Buckingham Team

Several provisions of the massive coronavirus stimulus package – the CARES Act – signed into law March 27, 2020 deal with retirement accounts and offer relief both to their owners and beneficiari... Read more

Retirement

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April 3, 2020
The Market Volatility Survival Tool: True Grit

By Tim Maurer

Is recent stock market volatility bugging you? Do you wince with every headline announcing the expansion of quarantines, knowing the market will likely panic? Do you sneak a peak at your portfoli... Read more

Volatility

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April 3, 2020
What Do You Do When Markets Are Down? Build Wealth!

By Buckingham Team

It never feels great to see the stock market drop, especially by a lot, and then watch as your portfolio’s value falls with it. Fear, frustration, anger, anxiety, helplessness – each is a totally... Read more

Financial Planning / Volatility

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August 28, 2019
Should You Worry About an Inverted Yield Curve?

By Larry Swedroe

Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis point lower than the yield of 2.84 percent on the three-year Tr... Read more

Volatility

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April 3, 2019
Markets (and some premiums) Bounce Back

By Jonathan Scheid, CFA, AIF

What a difference a few months can make! A few months at the end of 2018 turned U.S. stock returns negative and made international stocks to decline further for the year. Now, just a few months a... Read more

Investing

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February 20, 2019
Do Surprises Really Move Markets?

By Larry Swedroe

French economist Louis Bachelier long ago remarked: “Clearly the price considered most likely by the market is the true current price: if the market judged otherwise, it would not quote this pric... Read more

Investing / Volatility

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February 7, 2019
Discipline: A Necessary Condition for Successful Investing

By Larry Swedroe

A good friend, Sherman Doll, related the following story. Sherman has been a two-line sport kite flier for years. While not a pro, he has learned a few tricks from observing the flying behavior o... Read more

Investing

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November 16, 2018
Should We Keep the Faith in Factor Premiums?

By Sheldon P. McFarland

It’s no secret that a key aspect of Loring Ward’s portfolio management effort is capturing value, small cap, and profitability factor premiums for our clients. It’s also no secret that some of th... Read more

Investing

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