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Portfolio goals

2018 Market Review

Submitted by Desmond Wealth Management, Inc. on January 12th, 2019

If there’s one thing Dimensional Fund Advisors is unlikely to ever be accused of, it’s having a flair for the dramatic. Then again, that’s why we find their objective insights so appealing, such as this lead-in to their recently released 2018 Market Review:

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QUARTERLY MARKET REVIEW - Q4 2018

Submitted by Desmond Wealth Management, Inc. on January 8th, 2019

What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the worst of times, it was the usual mixed bag.

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A Bumpier 2018 and a Return to Normalcy

Submitted by Desmond Wealth Management, Inc. on January 6th, 2019

We hope everyone had a wonderful holiday season. Whether you reached your personal goals in 2018, faced challenges, or are looking for a 2019 reboot, let’s take a moment to hit on the key themes from the past year.

Before we get started, we want to revisit a comment we included in another article as we left 2017 and began 2018.

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Six Financial Best Practices for 2019

Submitted by Desmond Wealth Management, Inc. on December 30th, 2018

So, are you ready to get a jump on 2019? Last year, we shared a list of 10 financial best practices for the year ahead. We thought we’d make it an annual tradition. Here are six more financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around.

 

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Why Should You Diversify?

Submitted by Desmond Wealth Management, Inc. on December 15th, 2018

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.

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Tax Changes & Year End Financial Moves You Need to Know About

Submitted by Desmond Wealth Management, Inc. on December 8th, 2018

Tax Reform and Tax Preparation

As a new year approaches, many of us will reflect on the year that has passed. Personal and professional accomplishments may take center stage. We may take stock of any disappointments and recalibrate as 2019 approaches.

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The Flat-Out Truth

Submitted by Desmond Wealth Management, Inc. on December 2nd, 2018

What is a yield curve, and why are stock investors interested in its shape?

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Five Financial Adages for Thriving in Volatile Markets

Submitted by Desmond Wealth Management, Inc. on November 19th, 2018

Sometimes the best, most rigorously developed financial advice is so obvious, it’s become cliché. Yet, investors often end up abandoning this same advice when market turbulence is on the rise. Why the disconnect? Let’s take a look at five of the most familiar financial adages, and why they’re often much easier said than done.

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Shake Off a Spooky October

Submitted by Desmond Wealth Management, Inc. on November 5th, 2018

What is it about the month of October? The stock market crash of 1929 ushered in the Great Depression.

Black Monday 1987, also October, was driven by computer trading and portfolio insurance, though an economic calamity did not ensue.

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Midterm Elections: What Do They Mean for Markets?

Submitted by Desmond Wealth Management, Inc. on November 4th, 2018

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection.

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