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Goals-Based Investing

Noise & Financial Planning

Kahneman's Behavioral Approach Noise: an unwanted variability in decision-making.  Ask yourself, when am I at my best? Are you a...

Annuities in a Goals-Based Framework

Investment professionals rarely agree on the risks and direction of markets, yet many would agree that planning for retirement is...

The Critical 5% – Financial Planning for Normal & Abnormal Markets

Do Bonds Really Offset the Stock Market’s Declines?

A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s...

How Is Goals Based Investing Like a Day at the Beach?

Q4 2019: Quarterly Review & 2020 Market Outlook

2020 is here and the late-cycle rhetoric of the herd has only grown louder. What's an investor to do? Should...

Q3 2019: Quarterly Review

A shorter and more volatile news cycle will likely continue to whipsaw markets and investors’ emotions. What are the issues...

Planning: How the Tariff Showdown Impacts the Markets

The tariff showdown between the U.S. and China took main stage during Q2. In this issue of Focus, our team...

Planning: Because the World Keeps Spinning

In many ways, the old-school merry-go-round is like the markets. A goals-based investment strategy can help you in selecting a...

Cambridge Advisor Experience Conference

Our recent Advisor Experience Conference at our headquarters in Charlotte, NC. This two-day conference provided an excellent opportunity to bring...
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