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What's the Biggest Determinant of Financial Success?

Just today, I read an article in the Wall Street Journal that reminded me of our speaker at last week’s lunch and learn, Dr. Howard. Today’s article is called“A Better Way to Think about Portfolio Rebalancing," by Meir Statman.

Mr. Statman says “risk isn’t about volatility; it’s about not satisfying wants.” What could be more risky, says Mr. Statman, than a money market (or similar “low risk” investment) when you cannot provide enough money to satisfy your wants, needs or goals? Mr. Statman divides it into “not wanting to be poor” and “wanting to be rich.”

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Welcome to the Youngest Member of Our Team

Our team is growing, so to speak!Please join us in congratulating Ashley and Dan Neumann on the birth of their little girl.Taylor Sue arrived yesterday at 3:15 pm.Congratulations to proud parents Ashley and Dan!

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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