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Financial advice that makes cents (and dollars): May 2016
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Financial advice that makes cents (and dollars). Thursday, May 26, 2016. Being smart with $ - Stop making it easy for thieves. Larry Pike, CFA, Client Priority Financial Advisors LLC. Larry Pike, CFA. Monday, May 23, 2016. Being smart with $ - Buy and Hold and Ignore the Masters of Hindsight. Ten days ago everybody hated Apple. The masters of hindsight started their hating AFTER it already fell 18% in a month. They said Apple's prospects were drying up. So what's a guy or gal to do? Larry Pike, CFA.
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Financial advice that makes cents (and dollars): January 2017
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Financial advice that makes cents (and dollars). Tuesday, January 31, 2017. Being Smart with $ - A Gain is a Trade and a Loss is an Investment. The words of an amateur stock market speculator: "If the market goes up it's a trade, if it goes down it's an investment.". Larry Pike, CFA, Client Priority Financial Advisors LLC. Larry Pike, CFA. Thursday, January 26, 2017. Being Smart with $ - Letter to investors - Dow 20K So What's Next. The stock market is unpredictable and volatile in the short term and eve...
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Financial advice that makes cents (and dollars): Being smart with $$ - Look Forward Not Backward
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Financial advice that makes cents (and dollars). Friday, December 16, 2016. Being smart with $ - Look Forward Not Backward. I'm not selling my losing stock until I get back to even." You've heard people say this right? But is that a way to determine what to own? Your cost basis has nothing to do with what's an appropriate investment for you or whether a position has value. Does the stock seem cheap or expensive at its current level? Larry Pike, CFA, Client Priority Financial Advisors LLC. Larry Pike, CFA.
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Financial advice that makes cents (and dollars): Being smart with $$ -- Low Income This Year? Maybe Convert.
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Financial advice that makes cents (and dollars). Monday, December 26, 2016. Being smart with $ - Low Income This Year? Are you in a lower-than-usual tax bracket this year? Consider a Roth IRA conversion. This involves moving money from a pre-tax IRA to a Roth (after-tax) IRA and watching your money grow tax free until you need it in retirement. No tax will be due in the future but you do need to come up with money today to pay taxes. However, if your tax bracket is low this year then it may be worthwhile.
clientpriority.blogspot.com
Financial advice that makes cents (and dollars): August 2016
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Financial advice that makes cents (and dollars). Thursday, August 11, 2016. Being smart with $ - Average is something to count on. Why is "average" good in the stock market? Because if you buy a stock index fund to ensure that you will earn average returns, you know you won't do worse than average. Because average is something you can count on. Larry Pike, CFA, Client Priority Financial Advisors LLC. Larry Pike, CFA. Tuesday, August 9, 2016. Larry Pike, CFA, Client Priority Financial Advisors LLC.
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Financial advice that makes cents (and dollars): Being smart with $$ - Trump and Dump (international)?
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Financial advice that makes cents (and dollars). Saturday, November 12, 2016. Being smart with $ - Trump and Dump (international)? So dump your international stocks? Not so fast. The markets adjust to new information faster than you can trade on it. Since the surprise results of the election, U.S. stocks are up and international stocks are down. Are you still thinking of selling your international stocks to buy American? Larry Pike, CFA, Client Priority Financial Advisors LLC. Larry Pike, CFA.
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Financial advice that makes cents (and dollars): October 2016
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Financial advice that makes cents (and dollars). Thursday, October 20, 2016. Being smart with $ - I Love Lucy and Stocks. Do stocks scare you? If you plan to own them for only a year they should. You could have a year like 2008 and lose 36%. But if you plan to hold them for the long term, your worries should fade. Going back to 1950, the worst 10 year performance is an annualized loss of 1.4%. Not great but that’s the worst. I Love Lucy AND Stocks. Larry Pike, CFA, Client Priority Financial Advisors LLC.
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Financial advice that makes cents (and dollars): December 2016
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Financial advice that makes cents (and dollars). Monday, December 26, 2016. Being smart with $ - Low Income This Year? Are you in a lower-than-usual tax bracket this year? Consider a Roth IRA conversion. This involves moving money from a pre-tax IRA to a Roth (after-tax) IRA and watching your money grow tax free until you need it in retirement. No tax will be due in the future but you do need to come up with money today to pay taxes. However, if your tax bracket is low this year then it may be worthwhile.
clientpriority.blogspot.com
Financial advice that makes cents (and dollars): April 2016
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Financial advice that makes cents (and dollars). Wednesday, April 27, 2016. Being smart with $ - With stocks, don't just buy what you know. Doctors love healthcare stocks. Programmers love tech stocks. Bankers love financial stocks. It has been said "buy what you know.". But if each group is buying different sectors, how can they all be right? Roto Rooter should not be the only stock in your portfolio. Larry Pike, CFA, Client Priority Financial Advisors LLC. Larry Pike, CFA. Sunday, April 24, 2016. Being...
