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A Long-Term Perspective,Dow Jones Industrial Average

From Dorsey Wright & Associates: A long-term perspective of the Dow Jones Industrial Average since 1896 reveals the reality that there are extended periods of time in which the US equity market will trend generally upwards, and also lengthy periods of time where the market will instead stagnate or...



Stock Market at All-Time Highs

Courtesy of Dorsey Wright & Associates, Alliance Bernstein and Advisor Perspectives From the Money Managers: Stock Market at All-Time Highs   Abstract: If the stock market goes down from here, it won’t be because we are at all-time highs. The trend is your friend until it ends. “I can’t...



Government Shutdown-How it Affects the Stock Market

Obviously, the big news (besides Obamacare) that everyone has been reading, viewing or talking about is the US government shutdown, the first in 17 years — dating back to January 1996. The government did in fact shutdown on October 1st, and with this, many have questions about what’s open...



What’s Hot, and Not, for Your Financial Plan

How different investments have done over the past 12 months, 6 months, and month, as of 8/15/13 Never before has it been easier for investors to invest in the strongest trends, wherever they might be found in the world.  Relative strength offers an ideal framework for allocating among those...



How to Make New Investments in this Market

At Patriot Advisory, we get calls every day, “Is it too late to invest? The market is so high.” At this point, I want investors to know the market may be high, but it’s also very strong. The best way to invest in a strong market is on pullbacks...



Stay Cool: Financial Planning

The second quarter of the year has now come and gone and the Summer of 2013 is in full swing. It is all that we can do these days to stay cool as the thermostats continue to rise. For some this means spending the afternoons floating in the pool,...



Investment Advice: Is Your Crystal Ball Tuned In?

In 1952, Harry Markowitz won the Nobel Prize in Economics for Modern Portfolio Theory. Markowitz’s theories emphasized the importance of portfolios, risk, and the correlations between securities and diversification. His work changed the way that people invested and the way we advised our clients. In simplest terms, Markowitz stated that for any given risk tolerance, there...



Investment Advice: You Can Learn a Lot Just by Watching

Over the weekend many of you likely put eyes upon the latest Barron’s cover, which read plainly, “This Bull has Room to Run” that may have been sitting directly next to the current “Wall Street is Back” cover from The Economist. In itself, magazine covers are not a call...



Social Security Strategies Vital in Financial Planning…

…Especially in Financial Planning for Divorcee’s! First and foremost, Social Security protects against longevity risk.  Social Security may be the most misunderstood element in your financial plan. This can result in: Taking Social Security at the wrong time Not  taking advantage of Social Security strategies Not understanding Social Security...



Planning for a 30-Year Retirement

Funding a 30–year retirement will take financial planning prowess as you juggle the effects of inflation, distributions, and, Adaptive Asset Allocation. Are you up to the task? George Foreman, the boxer–turned spokesman for portable grills, may have best summed up the retirement conundrum facing baby-boomers, “The question isn’t what...



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