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Brexit

By Ben Rickey / June 27, 2016 / Comments Off on Brexit

Last week the United Kingdom (UK) voted to leave the European Union (EU), leading to Prime Minister David Cameron’s resignation and swift reactions in the financial markets. As a result of the political uncertainty, stocks, bonds and currencies reacted strongly. Financial markets had priced in the UK staying in the EU, so the vote took investors…

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4th Quarter 2015 Commentary

By Matt Hargreaves / January 15, 2016 / Comments Off on 4th Quarter 2015 Commentary

Market Summary 2015 was a difficult year for investors as many of the major asset classes finished down or flat for the year. The trends over the last few years continued in the fourth quarter, including U.S. stocks outperforming most other world markets, declining prices from oil and other commodities, a strengthening U.S. dollar and…

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Capital Gains – FAQs

By Matt Hargreaves / November 11, 2015 / Comments Off on Capital Gains – FAQs

What is a capital gain? A capital gain is the profit when you sell a capital asset, such as stocks, bonds, mutual funds or property. The profit is your gain over the original price you paid and you must pay tax on that gain. For example, if a stock is bought at $50 and later…

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Current Conditions

By Matt Hargreaves / September 15, 2014 / Comments Off on Current Conditions

Not since the precarious days of 2007 has the market gone so long without corrections of 5%, 10%, and 20%. Is the streak about to end? Geopolitical speculation is running rampant (think Middle East, Ukraine, Scotland, etc.) and September-October has a bad reputation. A dozen of the Dow Jones Industrial Average’s 20 biggest one-day drops…

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VIDEO: Outlook 2014: The Investor’s Almanac – LPL Financial Research

By Ben Rickey / January 6, 2014 /
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Who Buys When the Fed Does Not?

By Ben Rickey / November 6, 2013 /
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