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Was October The Low?

Did the S&P 500 bottom on October 12th of last year? Only hindsight will bestow that knowledge. Stubborn inflation and higher interest rates were the big drivers behind the selloff that took us to that October low, but recent data indicates inflation is retreating, comments from Federal Reserve members suggest they may be close to ending…

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Diversify-Diversify-Diversify

Diversify. Diversify. Diversify. It’s one of the key concepts for investors to understand. Most are familiar with the adage “don’t put all your eggs in one basket”, and diversification is essentially the same concept. We’re not dogmatic about investors needing to own certain asset classes. Some of those asset classes have been dogs for years in terms…

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Buy At The Highs

BUY AT THE HIGHS? Investors often ask if it’s time to dial down stock market exposure when the broad market hits new high prices. If market appreciation has pushed stocks to an outsized portion of overall holdings, then doing a bit of pruning could make a lot of sense. Disciplined investors execute such moves regularly,…

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Think of Dividends as a Reward

Companies paying higher dividends do tend to be more mature. The mature companies investors want to own are still growing earnings, but that growth is probably more moderate than it is for a younger company whose total accessible market (TAM) isn’t yet defined. Apple is a fairly mature company, but they keep coming up with…

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