Year: 2017

My Greatest Concerns for the Decade to Come (Part 2)

As a portfolio manager, Bill Valentine has two overwhelming concerns about the investment markets in the decade to come. This month, he discusses the second one.

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My Greatest Concerns for the Decade to Come (Part 1)

As a portfolio manager, Bill Valentine has two overwhelming concerns about the investment markets in the decade to come. This month, he discusses the first one.

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What to do with SNAP stock

The hottest IPO in some time happened in February: SNAP Inc, known for the wildly popular Snapchat app.  The stock was red hot coming out of the gates begging the question: “What to do?”  Buy, sell, hold…or short?!  This month, we’re talking SNAP.

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The Perfect Portfolio

Getting started with an investment account for the first time can be intimidating but it needn’t be. It’s actually quite easy to set up a solid long-term investment portfolio. This month, we show you how.

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Don’t Hate on Bonds Just Yet

As we close 2016, every broker and investment adviser is bracing themselves for the onslaught of gripes about bonds. Listen as to why, and avoid the mistake that many will make by ditching this important asset class.

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