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Attributes of financial success that don’t require picking investment winners

By Gary Brooks, CFP®, CSRIC™ In the business of financial planning and wealth management, there is naturally much attention placed on investment strategy and how to grow or maintain financial security by selecting the right mix of stocks, bonds, real
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First Quarter Market Commentary (2019): Strong recovery for stocks

After a rough close to 2018, stocks reversed the trend in the first quarter of 2019. The S&P 500 Index had its best quarter since 2009 gaining 13.65% (total return including dividends). It was the best first quarter of the year since 1998. From t
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Diversify abroad, even when it’s painful

By Gary Brooks, CFP® You could make the case that even if you invest only in U.S. stocks, you are acting as a global investor. In 2017, companies in the S&P 500 index of large U.S. stocks recorded 43.6% of their sales outside the United States. T
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Market cycle drives wealth creation

By Gary Brooks, CFP® Investing and financial planning often present counter-intuitive realities. Many people, trying to build security for retirement and then maintain that security through retirement, try to pick investments that will outperform ret
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