Dan Nestlerode
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Advisor Alpha: The Argument for Actively Managed Investments
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No one has all winners in the investment game and competence in this effort requires admitting your mistakes with appropriate sales and allowing your winners to benefit the portfolio until they stop – and they all stop at some point.
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Connecting the Dots
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In the world of investment management, thoughtful analysts usually work to align the performance of the stock and bond market with the progress being made in the broader economy. I am often looking for the conditions of sustainability in economic policies and performance to buttress the performance
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Arriving at Retirement
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The best advice I can give the next generation is that those really important things you feel you must spend money on are in the long run not very important at all. The only thing worse than being old is being old and poor.
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Sell in May and Go Away, Or Don’t
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Just like the trip to a fortune teller might be interesting and even insightful, it is not the absolute truth about your future. Crystal ball technology has not yet gotten to the point of foretelling the future with certainty.
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A Broader Perspective, The World of Investment Opportunity
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More people in India and China have cell phones than the entire population of the United States. Worldwide, the middle class is growing rapidly, rising from just 1.4 billion in 1980 to over 3.3 billion in 2006 and projected to be 5.1 billion by 2025, led by growth in Asia.
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Investment Clubs – The How’s and Why’s
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It was rather like a herd of cats, each with his own idea of what we should be doing and no one really expecting to make money in the investment markets.
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Mutual Funds versus Individual Account Management
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I am still appalled by the mutual fund industry’s inability to report personal investment performance to its shareholders compared to other investment alternatives, and to report openly and transparently the fees that shareholders are charged for the services they provide.
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Breach of Trust: How Ecomomic Policy Can Take Money Out of Your Wallet
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Many folks are also aware that inflation works hand in hand with the tax code, pushing people into higher tax brackets while it simultaneously reduces the value of the currency.
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Why Can’t Investing Just Be Easy?
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While those who qualify can borrow at very low rates of interest, those who have money to put into savings are essentially offered nothing by their local banks or by the United States Treasury.
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Dan Nestlerode: The Fiscal Cliff Patch
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These benefits are targeted to certain companies and areas and do not benefit taxpayers or our citizens in general. It’s business as usual in Washington. Smart folks do not listen to the rhetoric of our politicians, but to their actions: bills passed, signed and made into law.