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Rethinking the role of bonds in generating retirement income

By Gary Brooks, CFP® We are seven years into the wave of Baby Boomers turning 65 at the rate of roughly 10,000 per day. Many of these soon-to-be, or new, retirees use an increasingly flawed rule of thumb for investing and retirement income. The basic thinking is that they should subtr
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Key traits of successful investors

This article was originally published Sunday, Feb. 4 in the business section of the Tacoma News Tribune. By Gary Brooks, CFP® Entering February, 15 of the past 16 month-end values for the S&P 500 Index of U.S. stocks have set new all-time high marks. Considering the entire decade
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Individual stock performance can deviate dramatically from index returns

By Gary Brooks, CFP® Robust global stock market returns have been a cause of celebration for many investors. But if you own many individual stocks, it’s possible that your portfolio performance lagged that of broad indexes like the S&P 500. The rising market tide does not lift all
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2017 stock market review and commentary: “All-time” highs are rewritten

As far as economic and investment news goes, momentum has been a powerful force and your 2017 returns has benefitted. The S&P 500 Index of large U.S. stocks has reached a new all-time high at some point in 19 of the past 20 months. With many companies already posting record profit
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