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With the intense volatility the markets are experiencing,
and economic news looking negative, many investors have been asking if they
should sell their equity funds and move to the sidelines until the economic
news gets better. History tells us that would most likely be a bad decision
that could force investors to miss out on sizeable gains.
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By Larry Katz, CFA
Director of Research
We have all been dismayed by seeing gasoline at well over $4 per gallon, and stunned by how much it costs to “fill ‘er up” at the pump. Is the recent sharp increase in energy prices only a bubble, or is it a sustainable trend? What impact will high oil prices have on investment portfolios?
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As published in Horizon Air Magazine
A financial adviser I know told me she was once on her knees rooting through a
file cabinet of records at the home of an elderly client when she came upon some
old mutual-fund statements.
“Do you still own these funds?” she asked her
client and his wife.
“I’m not sure,” said the man. “We’ll have to call and
find out.”
It turned out they did own the funds, which were in a couple
of
long-forgotten accounts worth about $300,000.That was a lucky break for
the couple. Unfortunately, some people never get their finances in order well
enough to ensure that they always know what they own and that their heirs will
find those assets.
Click
here to read more
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Join radio and TV host and Merriman Educator, Tom Cock, to learn how to
build a long-lasting nest egg, how to meet your personal financial
goals, and how to avoid critical mistakes in your 401(k). This 45 minute presentation includes specifics on how you can build your personal best
retirement portfolio using strategies dating back to 1970.
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