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ARE WE TAKING PERFORMANCE FOR GRANTED?

We often take for granted the factors in our life that are going “right.” We set them on cruise control and focus on areas that aren’t quite as “smooth.” If we are lucky, everything is going as expected, and we sit back and relax. But, things change. What was in the back of our minds jumps to the forefront and needs our attention.

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REVIEWING THE IMPACT OF TARIFFS

Does Protectionism Work? Protectionism is a policy of restricting imports from outside countries via various methods. The current tool of choice is tariffs. The theory is the additional cost incurred by foreign producers will limit foreign competition because the additional tax (tariff) raises the cost of foreign goods for domestic consumers. Given the additional cost, consumers will purchase domestic goods. This, in turn, creates demand for domestic goods which creates additional domestic jobs. There is a lot of talk about tariffs given current political discussions. Today, we review:

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SANTA CLAUS IS DEAD

Those are not the first words you expect to hear when you reach the office, but that was how my day began. Before I get in trouble…I am not referring to the REAL Santa Claus. The REAL Santa Claus is alive and well at the North Pole. I am referring to the person who ‘played Santa’ at my friend Judy’s annual Christmas party. He was 68 years old. Passing earlier than expected often creates questions about retirement preparation.

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SHOULD WE FEAR THE GREAT BOND MASSACRE?

There is a lot of talk surrounding the recent rise in bond yields (especially the 10-year Treasury). The media makes reference to a pending bond bear market. I thought it might be interesting to consider how bonds work and why the Great Bond Massacre might be overstated. Understanding how bonds work will help us make better, informed decisions as yields rise and the talk of bond bear markets continue.

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EMOTIONS CAN RUIN A WELL CONSTRUCTED PLAN...QUICKLY!

A client emailed me with the subject line…” so the rollercoaster begins!” After years (almost a decade) of historically low volatility, we are beginning to see an uptick of volatility. Given the ups and downs of recent market readings and more importantly, the factors leading to the movement, it might feel like you are on a rollercoaster ride.

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