Since the first of the year, Woodmont has worked with a number of clients who are nearing retirement and want a ‘status check’ on their investments and preparation for retirement. In light of these conversations, we wanted to share a few key considerations if you decide to under-take a similar exercise.
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While it may be too late for New Year's resolutions for 2017, it is not too late to better manage a financial risk we are all exposed to, cybersecurity. Whether due to the claims of hacking during the Presidential election or the Sony Studios hack of 2015, cyber-security is certainly front page news. While we are certainly not IT experts, cyber security is top of mind at Woodmont as we help clients manage financial risks.
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In order to explain how we think about investing here at Woodmont, as well as to help our clients better understand their own investments, we are beginning a series of short posts about how best to think about investing.
This is of great importance, as the data is quite conclusive that the average investor has abysmally under-performed vs. the broader market indices.
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Down over 2,000 points in mid- January to 15,450, the Dow Jones Industrial Average enters 2017 flirting with 20,000.
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