Turning Worry About Money Into Action

Our poll results revealed that you are not alone in your worry about money.  Our last blog focused on how to diminish the risk associated with your worry.  This time we focus on our thought patterns. Some of the worry we all experience are the self-imposed beliefs...

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Bull and Bear Tug of War

In our recent poll we asked, “What is the one thing that worries you most about your money and personal finances?”, 25% responded that a market crash and its impact was their biggest concern.  There are a few things we can do to mitigate this concern but the risk of a...

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Anxious About the Market?

There is quite a bit of noise currently about an impending stock market correction as the “market” has ratcheted higher and higher amid perceived geopolitical issues in the United States and around the world.  Vanguard’s research found that attempting to time the...

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Health Care Costs Expected to Rise

It’s no surprise that health care costs are rising, but a recent article from Bloomberg News reports that rising costs are not expected to level off anytime soon.  There are contributing factors such as technology advancement expenses, medical malpractice insurance,...

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The Fiduciary Movement is Taking Hold

Little did we realize seventeen years ago when we formed Addis & Hill we were part of a phenomenon! Thankfully the fiduciary movement has taken hold and things are changing. Laws in the US and abroad are being put in place to protect the consumer from ruthless...

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Is a Reverse Mortgage an Alternative to Moving?

Our homes are often our largest asset. Over the years we have worked hard to pay down, and for some, paid off the mortgage and hopefully the value of the home has appreciated in value. What alternative do you have if you want to stay in place but do not have quite...

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Don’t get lulled to sleep

Times are good, folks. The stock market has been on a tear since November, at least US stocks and building on eight years of gains since the financial crisis. Interest rates remain low and there are sold signs on houses throughout our neighborhoods and new cars in the...

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What is Finology?

What is Finology? The relationship between human beings and money in our society. The relationship between financial market trends and trading behaviors. The relationship between the globalization of financial technology and human behaviors.  I recently read an...

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Holding true to asset allocation principles

We’ve just finished a review of the first half of 2017’s investment performance numbers for our clients.  We continue to see many of the same trends continuing in 2017 as we did over the last few years.  Speaking generally, US equities continue to be strong, while oil...

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