4 Mistakes People Make with Stock Options

 Written by: Veronica Dagher

 The Wall Street Journal

It can be a cherished perk to be awarded options by your company. But don’t blow it.
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Quarterly Market Review First Quarter 2015

Presented by: Dowling & Yahnke

In the popular TV program Master Chef, contestants face a series of cooking challenges. From low quality ingredients to inadequate preparation and poor implementation, so many things can, and do, go wrong. It’s a bit like investing.
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Quarterly Market Review Fourth Quarter 2014

Presented by: Dowling & Yahnke

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more...
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Quarterly Market Review Third Quarter 2014

Presented by: Dowling & Yahnke

As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive. They fear another major decline is likely to occur and are eager to find strategies that promise to avoid the pain of an extended...
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Tax Planning Ideas

Written by: Vanguard Financial Advisor Services

Taxes may be one of the biggest expenses for your clients. But with some planning, you can help your clients owe less to the IRS, which can increase their awareness of your value as a financial advisor.
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The Curve Ball

Written by: Jim Parker

There’s a school of thought that says the best way to manage a fixed income portfolio is to base your investment decisions on where you think interest rates are headed. But what if expectations are changing all the time?
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Over the Hedge

Written by: Jim Parker

A recent press article said that with major risk assets looking “fully valued,” it was time to seek out alternative investments such as hedge funds. But those thinking of making that shift might want to look before they leap.
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Quarterly Market Review Second Quarter 2014

Presented by: Dowling & Yahnke

Human beings love stories. But this innate tendency can lead us to imagine connections between events where none really exist. For financial journalists, this is a virtual job requirement. For investors, it can be a disaster.
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The Certainty Principle

Written by: Jim Parker

A frequent complaint from would-be investors is that “uncertainty” is what keeps them out of the financial markets.
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Debunking Some Myths and Misconceptions About Indexing

Written by: Vanguard

Despite the theory and publicized long-term success of indexed investment strategies, criticisms and misconceptions remain. This overview includes the misconceptions about indexing.
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