Uncategorised

How Long to give an investment strategy

BY Sammy Azzouz IN Uncategorised
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After the blockbuster James Harden trade from the Houston Rockets to Brooklyn Nets, Rockets General Manager Rafael Stone half-joked in a press conference that you couldn’t judge the trade until 2030 given the future draft capital the Rockets received. Stone and the Rockets made a long-term investment – exchanging James Harden for potentially valuable future …

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What a global reopening means for your wealth (and your health)

BY Kristin Castner, CFA IN Charting the Course
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Just over a year after the global economy closed for business, countries are in various stages of reopening. News headlines cite more openings than closings. More and more people are getting vaccinated and feeling comfortable being out and about. Cushman and Wakefield, a commercial real estate company, has an interesting interactive global map that measures …

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How to Check if Your Portfolio is Ready for Higher Rates

BY Kristin Castner, CFA IN Uncategorised
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Nearly a year after the start of the global shutdown, we all still crave signs of life before COVID – a return to normalcy. The equity market rally that brought stocks back to pre-COVID levels last August was one of those welcome signs. Last week, the yield on the 10-year U.S. Treasury Bond made a …

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Where to Invest in 2021

BY Kristin Castner, CFA IN Uncategorised
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Our 2021 Outlook is now available. Access our full Outlook to read more about our key investment themes for the coming year, including: • Why we think small cap stocks are likely to continue to outperform at this stage of the current economic recovery. • How further anticipated pressure on the U.S. dollar would benefit …

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Are You Leaving These Dollars on the Table?

BY Ed Jastrem IN Uncategorised
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Contributing $6,500-$7,500 a year more to the tax-deferred growth of your qualified retirement accounts could translate to an extra $250,000 – $300,000 in savings over 20 years. That’s assuming a modest 6% annualized return, and it doesn’t even take into consideration the tax savings that often come with retirement savings. How do you do it? …

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Solving the Spend vs. Save Dilemma

BY Kristin Castner, CFA IN Heritage Media Library
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Spent money can’t grow. In the book, Beyond the Basics – Maximizing, Allocating and Protecting Your Capital, author Sammy Azzouz, JD, CFP and President of Heritage Financial says: “Saving money is a more important skill than making it.” Why? Because compound growth – earning returns on your previous returns – is powerful. But wealth is …

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