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Misleading Investment Schemes that Might Cost You Money

The Wall Street Journal issue of June 28, 2014 carried an article titled, “Huge Returns at Low Risk?  Not So Fast.”  The premise focused on what is known as “back testing”, whereby an investment analyst runs a series of computer simulations to identify an optimal portfolio of stocks that would have produced the best returns […]

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Pension Fund Investing

A recent article in The Wall Street Journal suggested that corporate pension funds and university endowments have missed out on much of the rally for stocks since 2009, instead following a push to diversify into other investments.  Candidly, these other investments have had disappointing performances. While there is a case to be made for greater […]

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Investing Tomorrow

In the musical “Annie”, (1977), the star sings: “Tomorrow, tomorrow, I love ya tomorrow, you’re only a day away”. In the depths of a recession, as portrayed in the musical, a sunny outlook is clearly heartwarming, and suggests that things will get better soon. In the cold world of investing, tomorrow is always a day […]

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Investment Chef

There is something about food that creates a love close to everyone’s heart.  It is not just the food alone, but the preparation of the food that makes it so special.  At its most elemental level, the art of cooking is about chemistry.  The chef develops the art form in which ordinary ingredients are combined […]

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Investment Trend in the US Auto Market

Phil LeBeau, from CNBC, recently published an article highlighting trends in car buying.  One of the statistics mentioned in the article stood out to us.  That is, nearly 25% of new auto loans have payment terms between six and seven years.  Currently, auto loan terms have been extended to record highs due to increased vehicle […]

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Sigma Investment Counselors Presents: Strategies for a Seamless Transition

Discussing financial, health care and estate planning concerns with an aging parent or relative can be uncomfortable.  However, failing to plan for future responsibilities may make a difficult situation even more challenging.  Minimize last minute scrambling and avoid future family tensions and financial strain by planning now so the recipients of future care needs can […]

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