Prudent investors focus on data, not noise

By Hutch Ashoo & Christopher Snyder Intelligent investing 1. Investing is about your dreams and future family vision. 2. Most investment professionals work very hard to make their work extremely confusing. 3. By rising above the investment noise, you stand a better chance of achieving everything that is important to you. All of us have […]

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Why Everyone Needs an “Incapacity Plan”

3 Experts Share Tips for Protecting Yourself & Your Assets Dementia has become the No. 1 cause of disability globally, according to the World Health Organization. Stroke, which can also profoundly impair judgment and decision-making, stands at No. 2. “This year, 7.7 million new cases of dementia will be diagnosed, and 15 million people will […]

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Asset-Protection Policies That Help You Sleep

By Hutch Ashoo & Christopher Snyder At A Glance • High-end insurance policies are not usually purchased from your local insurance agent down the street. • Have you recently evaluated if the quality and extent of your coverage conforms to your current needs? • Have you evaluated the costs of your current coverage vs. what […]

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Portfolio performance may not be best check on progress

What if, the next time you visit your financial advisor, you don’t ask about your portfolio’s performance? What if instead, you ask your advisor each quarter to give you the latest odds on reaching your long-term goals? Most experienced investors have been trained to focus on their portfolio’s quarterly and annual returns. That’s all well […]

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What should smart investors do? Part II

East Bay Business Times By Hutch Ashoo & Christopher Snyder Smart Investors • Rise above the investment noise. • Smart investing is about utilizing your wealth and achieving your goals with a high degree of confidence. • Investment sizzle can be had, but you need to know what you are sacrificing for it. Last month […]

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