by Craig Moser on December 22, 2016
You may have had an investment plan for years. You follow a strategy you’ve become comfortable with, and put as much as you can into your investment plan. Accumulation is the name of the game at this point. Then one […]
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by Craig Moser on December 9, 2016
What do you want out of your investment portfolio? I’m fairly certain you want 100% of the upside and none of the downside. I will continue looking for that perfect balance, and keep you posted on how it turns out. […]
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by Craig Moser on November 28, 2016
As we look at 401(k) investment options, they may appear very “vanilla” in what they offer. I laugh out loud when some “investment guru” says cost is the only thing important. They’re basically implying that you should buy a low-cost, […]
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by Craig Moser on November 14, 2016
Craig Moser, CFP, CRPC As we enter another new calendar year, and my 27th year as a Portfolio Manager, the markets couldn’t be more complicated. Concerns about global growth, Fed policy, the U.S. manufacturing sector, earnings, inflation, and the declining […]
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