What do you know about Labor Day
President Grover Cleveland signed Labor Day into law in 1894 in an effort to repair political damage suffered when he declared a strike by the American Railway Union,
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What is an “Independent” Financial Advisor
The term “Independent Financial Advisor” was originally used to describe advisors who work independently for their clients rather than representing an investment, insurance or banking company ….
Continue readingQuarterly Market Review Q2 2017
How many new ways are there for the same old market forecasters to twist a timeless truth: None of us has any idea what the markets will do next. Consider the following quote from a recent Wall Street Journal article entitled, “Global Stocks Post Strongest First Half in Years, Worrying Investors.” “The question for stock investors is […]
Continue readingFinancial Advisors learning to embrace Artificial Intelligence
By Daniel Wood |Investor’s ColumnJuly 3, 2017 Financial Advisors learning to embrace Artificial Intelligence Investopedia defines robo-advisers as digital platforms that provide automated, algorithm-driven financial planning services with little to no human supervision. A typical robo-adviser collects information from clients about their financial situation and future goals through an online survey, then uses the data to […]
Continue readingWhat financial information should I be paying attention to?
Generally speaking, my experience has been that successful investing is goal-focused and planning-driven, while most of the failed investing I’ve observed has been market-focused and performance-driven….
Continue readingQuarterly Market Review 2017 Q1
If Q1 2017 had a theme song, it might be, “There’s a Kind of Hush All Over the World.” There was the usual stream of global news. To name a few highlights:U.K. Prime Minister Theresa May signed Article 50, officially starting the two-year clock ticking on a U.K. Brexit by March 29, 2019.The U.S. inaugurated President […]
Continue readingConfidence in future economic strength is on rise
Our country is still recovering from the Great Recession almost 10 years ago, but look no further than our historically low interest rates and you will find evidence of the lengths that our officials have gone to spur economic activity.
Continue readingInvestment Mistakes to Avoid in Retirement
“With great contests, we tend to expect the most clever move will dictate the outcome – though more often than not, it is the bad move that determines the match.” – Anonymous Chessmaster
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Announcing Shoreline Financial Partners
Area financial management firms merge to create Shoreline Financial PartnersSherrill Wealth Management and Wood Investment Management join forces to provide expert, client-centered care
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