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Global View Commentary

Global Financial Markets, Global View Commentary & News, Economic Commentary

May 12TH, 2017

Smart Asset Allocation and Performance Benchmarking (Sadly Most Investors Do It Wrong)

Global Financial Markets, Bonds, Economic Commentary, Stocks

Mar 10TH, 2017

Instead of Chasing Performance in Risky Indexes Investors Need to Look Outside the Box (Stocks and Bonds)!

Annuity, Financial Planning, Global View Commentary & News, Guaranteed Minimum, Fee-Only Financial Advisors

Jan 13TH, 2017

Are Variable Annuities a good idea for you? (or just for Life Insurance Company?)

Global Financial Markets, S&P 500, Financial Advice, Global View Commentary & News, Margin of Safety Commentary, Margin of Safety Investing, Global Markets, Retirement Planning, Wealth Management

May 21ST, 2014

How We Select, Categorize, and Fire Managers

Global Financial Markets, Margin of Safety Investing, Economic Commentary

Jan 10TH, 2014

Manager Due Diligence Trip

Financial Planning, Fee-Only Financial Advisors, Retirement Planning

Sep 11TH, 2013

By: Stephen Gary

Fee-based Vs. Fee-only Financial Planners – Why Does it Matter?

Fee-Only Investment Advisors, Financial Advice, Financial Planning, Global View Commentary & News, Margin of Safety Investing, Dalbar, Fee-Only Financial Advisors, Retirement Planning, Wealth Management

Sep 25TH, 2012

Why Investors Should Seek Fee-Only Advice

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