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Check out our 1Q2024 Market Review and Investment Outlook for 2024

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Market Review: A Look Back at 3Q2017, a Look Forward to Next Quarter

Through the first three quarters of 2017, the benefits of global diversification have paid off for patient and disciplined investors. Learn more plus look ahead

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MCWS Answers Two Common Questions Raised by Investors

Answers to two very common questions posed by clients about the current financial market.

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The Meaning of French Election for Investors

On May 7, 2017, French voters will choose between Macron and Le Pen. How does this election impact investors?

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Message to Investors: Avoid the ‘Noise’ of the Headlines, Focus on Market Fundamentals

This is a review of some widely-held assumptions and an evaluation of whether investors could have benefitted by positioning their portfolios accordingly.

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What a Former Executive Can Teach Us about Investor Behavior: Parallels in Patience

#1 indicator of investment performance is investor behavior. Work with a trusted financial advisor to navigate the forces that impact total financial picture.

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Election Huddle

Managing Election Day Anxieties about Your Investments

People have asked me in recent weeks whether they should make changes to investment portfolios as a result of recent developments in the presidential election.

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Election Huddle

2016 Presidential Election: Predicting Markets, Election Results

Markets, over the long-term, are mostly moved by fundamentals, economic outlook, and, for the time being, central bank policies.

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Financial Planning

Your Investments: What Worked and What Didn't in 2Q2016

After a relatively flat 2015, investors are experiencing a bumpy ride in 2016. In a persistently slow economy, investors are inclined to focus on negative news.

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How to Handle the Next Big Stock Market Sell-Off

Headlines are full of another sell-off coming our way. It is not a question of if there will be unsettling declines in future markets, but when it will happen.

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