Dec 15
Taking Control by Cadence WM

As we draw closer to wrapping up a very trying and difficult 2020 and continue to face tremendous uncertainty around the presidential election, social unrest, job security, life, markets, etcetera, the famous quote from Charles Swindoll comes to mind: “Life … Continue reading

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Nov 10
The Mathematics of Negative Returns – Why Avoiding Large Losses Matters by Cadence WM

“Buy low, sell high”.  Everyone’s heard of that one.  In fact, we’ve probably all heard it so much we no longer have to think about the math behind it, we just *know* that means you’ve made money.  There are some … Continue reading

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Oct 15
Don Those Earmuffs! by Cadence WM

“Americans can always be trusted to do the right thing once all other possibilities have been exhausted.” – Quote often ascribed to Winston Churchill If there’s one thing most can feel good about these days, it’s the fact that the … Continue reading

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Aug 18
Don’t Let the Possible Overshadow the Probable by Cadence WM

We have written many times how when it comes to planning and investing, human brains are the biggest hindrances to the owners of those brains. The possibility of large investment gains is so seductive, especially with financial news programs showcasing … Continue reading

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Jul 13
Stoking Wealth Inequality – Enough is Enough by Casey Clarke

For years we’ve been raising the issue of the systematic increase in wealth inequality in America. Whether monetary policy from the Fed or crony capitalism in Washington, the end result has been a widening gyre between the haves and the … Continue reading

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Jun 16
The Cost of Panic Revisited by Cadence WM

We had a piece in the September 2013 Cadence Clips called “The Cost of Panic”.  In it, we showed how investors who panicked and deviated from their investment plans when stock prices dropped from 2007 to 2009 caused irreparable harm … Continue reading

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May 12
Ask Cadence: When Will Stocks Look Attractive Again? by Cadence WM

When we look back 100 years at the relationship between the size of the stock market and the underlying economic fundamentals either by way of gross domestic product (GDP) or the amount of “stuff” that corporations produce (Gross Value Added), … Continue reading

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Apr 14
Well, That Escalated Quickly by Cadence WM

In four weeks, stock markets have given back more than three years-worth of gains. For our number-oriented readers, that equates to losses accumulating 40 times faster than gains. As the expression goes; “risk happens fast”. If the month of March … Continue reading

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Mar 4
The Coronavirus Wake-up Call by Cadence WM

If the latest data using the best meteorological methods available suggests there’s a storm coming and one takes actions to prepare, does that qualify as panic? One of the things we’ve noticed over the years in raising flags about the … Continue reading

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Feb 11
SECURE Act by Cadence WM

On December 20, 2019 the President signed into law the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act). The new law is intended to expand opportunities for individuals to increase their retirement savings. Some of the changes … Continue reading

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