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Analysis Paralysis: How Too Much Data Creates Inertia

I came home last March to find my daughter, Natalie, watching basketball playing on a TV and 2 laptops with a sheaf of brackets in her lap. Of course, it was the opening round of the NCAA basketball tournament. She has been a sports fan her whole life. I still cherish the memories of her…

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The China Syndrome

Forty years ago, two events occurred that did more to derail an entire industry than any other effort by activists at that time.  In March of 1979, the movie “The China Syndrome” was released.  It starred Jack Lemmon, Jane Fonda, and Michael Douglas.   Reviews of the film were overwhelmingly positive. The nuclear power industry pushed…

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Breaking Bad Habits by Building a Plan

I am no saint, as anyone who knows me can attest.  I suppose if I opened this article up to input from friends and family, a very lengthy tome could be produced.  I’m not sure how entertaining it would be, but it wouldn’t lack for detail. Negative or positive activities can turn into habits after…

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5 Rules Every Professional Fiduciary Must Follow

There are several rules that every professional fiduciary must follow. Here, the certified financial planners at Fiduciam Wealth Management discuss the top five rules every fiduciary must follow.  Your Clients Best Interest Comes First   Unlike many other professions, a fiduciary has a legal obligation to place the best interest of their client ahead of everything…

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The Role of a Fiduciary

Fiduciaries are essential people in the business world. However, often, the first question asked in my line of work is “What exactly is a fiduciary? “simply put, a fiduciary is a person that acts on behalf of another person or persons to manage assets. However, the role of a fiduciary is much more than that.…

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Battling Seesawing Rates and Volatility

Parents, at least in years past, have often pointed out how tough it was growing up in their day.  The proverbial story of walking 5 miles to school in the snow provoked eyerolls in many children.  That oft-repeated story became a target of derision with ever-increasing obstacles added to each re-telling.  An argument could be…

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Post an Apocalyptic Tax Season

“That wasn’t so bad, was it?” Soothing words of a nurse administering vaccine shots when I was a kid As many of you, I also grew up in the time of mass vaccination programs.  Schools were used as the site to deliver vaccines for polio (ever wonder where “A Spoonful of Sugar” came from?), DTP,…

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Southern Comfort: College Planning & Visits

It’s a cliché to say how quickly kids grow up, but it’s rooted in some reality.  When a child is an infant, a parent’s clock slows way down.  Every movement of a new born is supervised and managed (especially the first born) to the extent a completely irrational being can be controlled.  As the child…

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Cash is King, Except When it’s Not

“Cash is King” is a phrase used in various situations.  In an investing context, it’s mainly used when the markets are greatly overpriced, and an investor is sitting on the sidelines waiting for a pull-back.  As I’ve previously written, I do not try to time the market.  I’ve seen too many investors sitting patiently in…

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Double-talk: The Use of Jargon Confuses Investors

Growing up in my family, like any family, had its ups and downs.  My fondest memories were our trips to the beach.  For many summers, we traveled to North Wildwood, NJ to spend a few weeks by the ocean.  Eventually, everyone got jobs working at the beach and we stayed the entire summer.  My first…

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