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Entries for November 2018

28
There Is No Free Lunch but Diversification Provides a Cheap One

Diversification helps to mitigate risk – when one area of the market zigs, another area zags. As a reward for holding a larger group of stock asset classes, the portfolio’s value can grow to exceed that of one invested in just one asset class, such as the S&P 500, if disciplined investing is present. 

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20
SAVANTalk - Fall 2018

This quarter's newsletter includes: Identity Theft Prevention, There is No Free Lunch but Diversification Provides a Cheap One
Mutual Funds & ETFs: Which Vehicle Should You Use?, Introducing Our Women's Wealth Initiative, 3rd Quarter Returns

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19
Identity Theft Prevention

You may never be able to completely prevent identity theft, but there are some steps you can take to help protect yourself from becoming a victim. Tips from Retired FBI Agent Jeff Lanza.

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16
Introducing Our Women's Wealth Initiative

Through educational events, networking opportunities, and resources on financial topics specific to women, we hope to empower women to feel confident in taking ownership of their personal finances.

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women
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16
Mutual Funds & ETFs: Which Vehicle Should You Use?

Mutual Funds or ETFs? Which one is right for you? Here are four elements to focus on when making that decision.

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Mutual Funds, tax efficient investing, trading flexibility
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15
Capital Gains Distributions

Mutual fund capital gains distributions are often misunderstood and can be an unpleasant surprise for investors with taxable accounts.

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Posted in: Market Commentary
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15
Market Update - October 2018

From Hong Kong to New York, stock markets were slammed by a wave of fears about slowing growth, trade wars, and higher interest rates.

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Posted in: Market Commentary
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