Chalk Talk: Owning Future Winners (Yes, and Losers Too)

 “Avoid acting on what may appear to be unique insights that are in fact shared by millions of others.” – Jack Bogle Like Comparing Fresh Apples to Orange Preserves We talks a lot around here about the benefits of diversification in an investment portfolio. When properly constructed, diversified investments can provide some insulation against severe […]
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Coach’s Corner: The Fiduciary Standard

What is The Fiduciary Standard? Why should it matter to me? Owen Mulhern and Mike Traynor of Financial Coach answer these questions and more in our premier episode of the Coach’s Corner!   Watch more discussions at the Coach’s Corner on YouTube! “The Fiduciary Standard”, Hosted by Mike Traynor and Owen Mulhern, Filmed May 2, 2017 […]
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Chalk Talk: June 2016

 “I’ve never met a backtest I didn’t like.” – William Sharpe Most people approaching or already in retirement have a desire for their investment portfolio to do three things, almost without exception: 1. Generate income to supplement other sources of cash flow such as pensions and social security 2. Grow over time to outpace inflation 3. […]
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