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Author: Mike McCurdy

Protecting Portfolios from Black Swan Events

  There is going to be a lot of Monday Morning Quarterbacking going on after the dust settles from this most recent stock market crash brought on by COVID-19. The Dow, S&P, and just about everything in the market got crushed. What is a black swan event? It’s an unpredictable event that is beyond what is normally expected of a situation and […]
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Be Careful of Student Loan Debt Forgiveness Scams

  If you, a loved one, or a friend want help paying down student loan debt, there are legitimate ways to do it quickly. There is a recent bankruptcy case (Rosenberg) that made national news when it comes to discharging Student Loan Debt (SLD). This case has already emboldened scammers touting that they can help students eliminate their debt through bankruptcy […]
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Northwestern Mutual Admits to Material Conflicts of Interest

  We recently read the conflict of interest document released by Northwestern Mutual (NWM), and we were surprised, to say the least, and we thought you may be interested in reading it as well. To read the 8-page piece documenting the massive conflict of interest problems NWM advisors have, click on the following link: http://www.uploadedimages.net/content/PDFs/Northwestern.Conflict.Disclosure.pdf What’s the big […]
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The Millionaire Next Door

  As a general rule, I’m not a huge fan of most financial books. I find most to be sales books for the author or have content that I don’t agree with. However, there are some good books out there that I’ll point out sometimes in my posts as suggested reading. As I was thinking […]
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What is your Investment Risk Capacity?

  Have you ever heard of Risk Capacity? The vast majority of readers (I’d guess nearly all readers) are not familiar with this important risk metric.  The reason is because most advisors do NOT incorporate Risk Capacity into their planning when working with clients. I believe that Risk Capacity can be a vital tool when discussing […]
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