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Chalk Talk: April 2015

“None of my clients are taxable. Once you introduce taxes, active management probably has an insurmountable hurdle.” – Ted Aronson, Aronson & Partners As we conclude another tax season, we believe it is appropriate to reiterate one of Financial Coach’s Pillars of Investment Philosophy, Tax and Cost management.  For investors with taxable accounts, that is, […]
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Chalk Talk: January 2015

“Don’t look for the needle in the haystack. Just by the haystack!” – Jack Bogle Learning to Love Diversification   At Financial Coach, we build and use diversified portfolios for our clients, it’s a key pillar of our core investment philosophy. Proper diversification is a powerful and sensible investing practice. So why does it sometimes […]
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