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So-Called “Trump Rally” Continues

Last week all three major indices, S&P 500, DJIA, and NASDAQ all finished at all-time highs with weekly gains for three consecutive weeks. For the week, the S&P 500 rose 1.4%, DJIA up 1.5%, and the NASDAQ also was up 1.5%. Investors are aggressively buying stocks with the near certainty that Congress will support pro-business legislation that will prompt faster economic grow

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Why Trump May Be Dangerous to Conservative Investors

Investors are doing what investors always do, “Buy on the rumor and sell on the news.” Months before Donald Trump is president and living in the smallest home he has ever owned, investors are aggressively rebalancing their portfolios. Stocks of banks

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America’s Next Chapter (no, not 11)

One fact remains of presidential elections: there will be changes. For the past 100 years, there have only been 51 years in which the same party had a majority in both branches of Congress and Senate with the Presidency. The Democrats have dominated control in Congress since 1916 holding majorities over the Republicans in the House (56 years vs. 34 years) and the Senate (65 years vs. 35 years).

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Is the Market Buying or Selling This Election?

The election is finally around the corner and not a moment too soon. A recent New York times/CBS News poll stated that 82% of respondents were “disgusted by the state of American politics.”

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The Difference Between Amateur & Professional Investing in 300-ish Words

When Anton and I manage wealth at Up Capital Management, one of the many barometers we follow is the buying and selling activities of institutional and professional investors (typically multi-million and billion dollar portfolios).

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Financial Time Traveler’s Podcast – Ep 10, Excuse Me Sir, Your Bias Is Showing (Pt. 1)

The emotional experience of investing can feel overwhelming for most. As the market acts in erratic ways, it’s important to recognize how and why your emotions will affect your decisions. Unfortunately, most investment companies do not explain these concepts to us (why? we’ll never know). However, Anton and Nyle outline each of the most important cognitive and emotional bias’ in a two-part series.

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Ryder Cup, Government Style

Last week began the annual Ryder Cup battle between the best of American and European golfers held this year across the pond.

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Market Update: After the Calm Came the Storm

After more than 40 weeks of the DJIA fluctuating less than 1%, the index broke out of its summer slumber with three of six trading days representing more than a 1% move.

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Senate Bill 1234 Makes Grab for Retirement Savings, Whilst Sounding Made Up

On August 31st, California Senators passed SB 1234 (1234, you can’t make this stuff up) legislation to establish a State controlled retirement plan for workers without access to 401k or pension plans by employers with five or more employees. Governor Brown is expected to sign the bill into law this year.

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Is Your Investment Strategy Flawed?

For years multiple studies have indicated that many public and private pension plans are woefully underfunded and potentially unable to pay their participants their long awaited lifetime of pension payments. For 14 years the American Academy of Actuaries and Society of Actuaries were engaged in a task force study to determine the extent of pension projected under-funding.

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