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AN ASSET ALLOCATION TALE: WHAT ARE THE CORE ASSET CLASSES?

If you have $1 what do you do with it? How about $1000 or $10,000 or more? You only have two choices; you can either spend it or […]

Financial Tales

A TALE OF DIVERSIFICATION: "WHAT IS DIVERSIFICATION?"

People say diversification is the only free lunch on Wall Street. By this they mean that if you properly diversify your portfolio you can reduce the risk of […]

Financial Tales

A COFFEE TALE: "THE $200,000 COFFEE MAKER"

In December of 2006, my two oldest children came home from college for their winter break. My son was a senior and my daughter was a sophomore. For […]

Financial Tales

NEWLY RELEASED TALE - A TRANSFORMATIVE TALE

This is the third of a multi-part series of Tactical Investing Tales that deal with how to view investing and how to look at risk when comparing stocks to bonds. […]

Financial Tales

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