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The Mallard Money Blog

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Corrections: My Favorite Graphic

The following short must watch video reviews my favorite graphic from JPMorgan Asset Management. I use it to illustrate a few key points: 1. Corrections are to be expected. 2. Corrections can't be predicted. 3. The corrections are always worse than the calendar year returns. 4. Corrections are the emotional price we must pay to capture the expected returns of the stock markets.

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The Power of Positive Investment Thinking

During volatile times in the markets, everyone needs words of wisdom and comfort to fall back on. Being mindful of our thoughts and words during volatile market times is especially important because it is certainly worrisome to watch portfolio values go down. Finding positive words will not change your portfolio's value, or where the market goes, but they can change how you feel, and therefore how you act.

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Is the Stock Market Overvalued?

Investors have been reading about the market being overvalued for years. Of course, the tacit assumption is that the stock market is poised for a big “drop”. While there are many valuation metrics, the most popular is the CAPE Ratio popularized by Robert Shiller (also known as the Shiller P/E Ratio).

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Dispelling Gifting Myths

One of the great joys of financially independent clients is gifting to family members during their lifetime. Unfortunately, there are many gifting myth's that linger. We routinely receive questions that go something like, "How much am I allowed to gift to my daughter this year without having to pay gift tax?"

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Is The World Getting Better?

Pessimism and an overly dramatic world view saps your faith in the future. However, when armed with the facts, your faith in the future (and your portfolio) can be restored - resulting in a better overall investment experience and optimistic outlook on life.

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Spend Down Your Home with a Reverse Mortgage

Retired homeowners likely have some equity in their homes that is actually a large "asset" that they don't think about, or consider valuable in any way. However, for most clients, their home equity is a large asset that should be evaluated and considered as part of their overall "portfolio". The best way to do this is to think of your home’s equity the same way you would think about an IRA. They are both assets that are available for withdrawals. Spending down your IRA is easy to understand and to execute, but how do you spend down your home?

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Piecing Together a College Education

Paying for college is a partnership! It is not a test of endurance. It is not an obligation. It should not take precedence to saving for retirement. It should not result in your own personal bankruptcy. Paying for college is a partnership shared by those vested in its benefits!

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Long-Term Care in Images

Life is filled with risks. While stock market, economic, or political risk is widely discussed in the press, there are other risks that financial advisors and clients must consider. One of the biggest and most uncertain risks has to do with the future high-cost medical care that is not covered by insurance.

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