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[Investment Product Review] Liquid Alternative Funds: Hedge Funds for the Rest of Us?

Have you ever heard a pitch like this?  “We’ve got a fund that incorporates the best of both worlds: Hedge fund like strategies and return potentials without the high fees and loss of liquidity!”  Well, maybe.  Let’s take a look at these vehicles — liquid alternative funds – alternative strategies in mutual fund form, that […]

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[Article Spotlight] Hedge Funds and “Exclusive” Investing

What if you were invited to be part of a coveted and exclusive investment group? Would you accept the invitation? In most situations, you probably would and it could possibly be a wise move.  But, in the world of investing and hedge funds, it would likely not be a choice consistent with your goals and […]

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[Ask an Advisor] Insurance 101: Are You Covered?

Fire, auto accident, earthquake, hurricane and death.  These might make for an exciting movie, but are not generally subjects for in-depth personal reflection.  Especially if we mean thinking about these disasters happening to us or our loved ones!  This may be why many savvy investors and fiscally responsible individuals don’t spend much time contemplating their […]

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[Empirical in the Press] Empirical Makes Top 100 Fee-Only Wealth Management Firms

For the full list,  Ranking Methodology

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[Investment Product Review] Emerging Market Bonds – An Analysis of the Debt of Developing Countries

With interest rates near historic lows, investors have started to explore more exotic options to increase portfolio yield.  One common area that has seen large amounts of interest over the past several years is emerging market debt, which refers to any debt securities issued in countries considered to be “emerging” such as China, South Korea, […]

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[Article Spotlight] Evaluating “Expert” Predictions

Investing based on predictions is like gambling; if you do it enough, the odds are that you will lose money.  Active market participation, based on media reports or financial gurus, has been shown to have results inferior to steady investment based on your individual goals and risk profile.  If you take a moment to think […]

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[CEO's Corner] Quantitative Easing and Tapering – What it Means For You

Quantitative easing followed by tapering – the newest diet fad?  No, but they are concepts that may be of importance to your fiscal health.  These are the buzzwords repeated by financial reporters before, during, and after each policy meeting by the Board of Governors of the Federal Reserve System. While the media often seems more […]

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[Ask an Advisor] What Are MyRA Accounts, And How Do They Work?

In the 2014 State of the Union Address, President Obama proposed a new retirement savings program known as “myRA” retirement accounts.  This program, created by executive order of the President and managed by the US Treasury, is intended to provide a simple and affordable method to begin saving for retirement, particularly for people who may […]

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