Posts Tagged ‘WFGapproach’

A Shift in Sentiment

Tuesday, April 12th, 2016

Spring has arrived in most of the nation. As we enter this new season, we have recently seen a break from the significant volatility we experienced in the first two months of the year. However, although there is increased clarity on several issues that cast a cloud of uncertainty...

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Maintaining a Long-Term Perspective

Friday, February 19th, 2016

Staying focused on long-term goals can be difficult during periods of heightened volatility such as we have experienced over the last six months. Although the list of market concerns has grown, it remains important to see the full picture and remain committed to a long-term plan. There are some...

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Facing Volatility

Friday, January 22nd, 2016

Over the last few years, we have faced a variety of challenges in the market. Times of stress spark the need for discussion, reassurance, and often, historical context. In 2013, we started the year worried about the impending fiscal cliff, and later watched as the market had its “taper...

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Back to the Future

Wednesday, February 4th, 2015

The Hollywood blockbuster Back to the Future, released 30 years ago in 1985, has been garnering some headlines lately because its sequel, Back to the Future II, was set mainly in 2015. Although some of the film’s depiction of 2015 — flying cars, sneakers with automatic shoelaces, time travel,...

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Outlook 2015

Tuesday, January 6th, 2015

Looking ahead to 2015, we see a year that will be marked by transitions. Likely changes in monetary policy around the world, the return of volatility, and the recent shift in the political balance of Congress could mean 2015 is a year that will have the global economy, markets, and...

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Effects of Lower Oil Prices

Tuesday, December 30th, 2014

Oil prices may be turning into the Grinch of this holiday season. Oil has dropped by more than 40% in just the past three months and contributed to volatile stock markets. LPL Financial Research does not believe the sharp drop in oil prices is a sign of significant deterioration...

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Lather, Rinse, Repeat

Wednesday, July 9th, 2014

By Jay Sanford, Director of Investment Strategy The front page article in the June 30th Wall Street Journal, “Stock Picker Rises Again, Unchanged by Crisis” got me thinking about a few things.  First of all, full disclosure, I don’t follow Bill Miller, his fund or Legg Mason.  Although a...

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Why in the World Would I Own Bonds in This Rising Rate Environment?

Tuesday, February 18th, 2014

By Jay Sanford, Director of Investment Strategy A recap of some recent calls I have received over the last few weeks: Client #1:  “Jay, why in the world would I own bonds in this rising rate environment?” Client #2:  “Jay, why in the world would I own bonds in...

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How Do I Fire My Financial Advisor?

Thursday, January 16th, 2014

By Jay Sanford, Director of Investment Strategy First and foremost, if you are reading this in order to fire Washington Financial Group, cease and desist immediately!!!!  Grab a cup of coffee or glass of wine, relax and get your head cleared!!!!  We love you!!!!!!!!!!!!!!!!!! In all seriousness, this question...

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Are Investment Fees Tax Deductible?

Thursday, December 26th, 2013

By Jay Sanford, Director of Investment Strategy It is that time of year again and I can’t tell you how many times I get asked if advisory fees are tax deductible.  It certainly is a great question given our philosophy at Washington Financial Group is to utilize various tactical...

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