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There Is No Substitute for Thinking!

From the August 26, 2015 Wall Street Journal article titled “Trading Tumult Exposes Flaws In Modern Markets.” “Lans­ing, Mich. based fi­nan­cial adviser Theodore Feight had set up an au­to­matic sale for iShares Core U.S. Value ETF MMIUSVMM if it were to fall a cer­tain amount. The ETF tumbled 34% in early trad­ing, and in­stead of […]

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Steady Hand at the Tiller – The Importance of an Investment Policy Statement

The recent market volatility can be scary for any investor.  After six years of positive returns, investors had finally started to feel good about investing again.  This recent correction can be a small reminder of what most of us lived through in 2007-2009.  We believe this is a correction in a long term bull market.  […]

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The Iran Nuclear Deal and Investors

It is becoming apparent that the administration’s proposed nuclear deal with Iran is likely to go forward.  While there is considerable uncertainty and reluctance in Congress, at the end of the day, there do not appear to be enough votes to halt the process. For investors, the key issue is uncertainty.  Not uncertainty as to […]

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To Bundle or Not to Bundle

The question of bundled or unbundled products or services is becoming an increasingly important issue across a wide range of industries. Bundling is buying a total package that includes a fairly substantial menu of services, compared to unbundled, in which you buy just the specific product or service that interests you.  In the world of […]

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China Devalues its Currency. Good or Bad?

After an unexpected report of a year over year drop in Chinese exports of -8.5%, the Chinese government, literally overnight, devalued its currency, by just under 2%.  Translation: The Chinese government reduced the value of its currency, which makes the price of the goods it produces cheaper/more attractive to foreign buyers.  For example, a Chinese product that […]

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“The Business of America is Business”

The title of this blog is a quote from a January 17, 1924 speech by then President, Calvin Coolidge.  According to Wikipedia, the ultimate assessment of his presidency is still divided between those who approved of his reduction in the size of government programs and those who believe the federal government should be more involved […]

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