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Investment Management for the Real World

Investors are often their own worst enemy, buying high and selling low, when sticking to a long-term strategy would serve them best. Many studies document this fact, finding that individual investors routinely underperform the mutual funds they invest in through …

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Personal Assets and Prioritizing Goals

You may have heard the phrase “a home is the best investment you can make” or something similar to this.  The reality is a home is not an investment; it’s an expense. This doesn’t mean you shouldn’t own a home; …