Increasing Interest Rates and The Impact On Bonds

Recently, the Federal Reserve announced a rate increase for December and indicated its plan to raise rates three times in 2017. A bond investor may wonder about the impact this may have on the fixed income part of their portfolio. The basic tenet is true, interest...

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When Jack Bogle Talks, We Listen!

WE THOUGHT YOU MIGHT FIND THE INFORMATION JACK BOGLE (FOUNDER OF VANGUARD) SHARED DURING A RECENT BLOOMBERG INTERVIEW TO BE INTERESTING.   HE IS FASCINATING AS EVER AT AGE 87!  INTERESTING TO NOTE THAT ADDIS & HILL’S INVESTMENT PHILOSOPHY AND RISE OF INDEXING HAS...

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Will Donald Trump ” Make MLPs Great Again?”

Will Donald Trump "Make MLPs Great Again?" Regardless of political leanings, changes are coming to the energy landscape in America. While information regarding exact policy is scant, many executives in the energy industry are very encouraged, even excited, by the...

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Markets are Up, Why Not for Me?

It’s been quite an interesting ride since election day, hasn’t it? First, who would have ever thought that Trump would actually get elected? Nobody!  And, taking it a step further, who would have ever thought that the stock market would actually go up each day since –...

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Are You Sure You Really Want To Retire?

I had the good fortune of attending the NAPFA conference last week in Washington DC. NAPFA is the fee-only planning association in the United States.  We have been a member since 2001 and we are one of only 1800 firms nationally that operate as a fiduciary. One of the...

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Elections and Market Volatility

As we all know this election cycle has offered many surprises to say the least. So, what does this mean to both the economy and the markets? While it’s interesting to look back at history, no one knows for sure what will happen in the next few weeks. What we do know...

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A Secret To Achieving Financial Independence

Recently I listened to a program presented by my favorite statistician, Dr. Craig L. Israelsen, PhD. He is an Executive-in-Residence in the Financial Planning Program at Utah Valley University and publishes extensively on the topics portfolio structure and investment...

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Don’t Let It To Chance

An Estate Directory represents an essential piece of a properly organized and implemented family plan. Most people spend little time thinking about what happens if they experience a serious illness or even death. Once this type of life event occurs, critical decisions...

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