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Beware Party-Tinted Glasses

Investing based on your political beliefs/expectations is a terrible idea. We've touched on this theme a few times since the election, but I continue to see comments and questions that relate to it, so I'm briefly delving
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2016 Year In Review: Final Gains Mask an Emotionally Trying Year

When investors look back on 2016 a few years from now, they’ll see solid investment returns from most asset classes. But as is often the case, the story of the trying year that produced those gains will largely be
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Dow 20,000

The Dow Jones Industrial Average finally broke through the 20,000 mark this morning, after flirting with that level for over a month. That makes now as good a time as ever to take a closer look at this quirky index, as
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New Year, Same Concerns About This Market

If I had to write everything I think I understand about stock market cycles on an index card, this would be it:
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The Impact of Rising Interest Rates

There are two key points to understand about yesterday's Federal Reserve decision to boost interest rates another 0.25%: The decision to raise rates was made primarily in response to positive economic news The markets'
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The Best Predictor of Future Bond Returns

An expectation of higher interest rates is nothing new, as experts have been predicting higher rates for over a decade now. But it appears the wheels may finally be in motion to produce those long-anticipated higher rates.
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Market Quickly Adjusts to Surprise Trump Victory

If you were among the night owls who stayed up late watching the election results come in last night, you probably saw the reports that stock market futures were selling off dramatically as the news sunk in that Trump was
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TD Ameritrade Buying Scottrade

In the biggest broker deal of the past few years, TD Ameritrade announced last week that it will be acquiring Scottrade in a $4 billion deal that is estimated to close roughly a year from now. It's been a while since a
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Will the Election Move the Markets and Other Points To Ponder

Will the election move the markets? “Should the S&P 500 record a positive return from July 31 to October 31, it signals the reelection of the party in power, while a decline suggests replacement. The S&P ended September
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Annual Seasonality Buy Signal Triggered - Fall 2016

This post has the potential to be confusing, especially for newer readers. So let me begin by saying that if you don't know what the term "annual seasonality" means, you can safely ignore everything written here. For
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