I was speaking with my friend Lisa the other day.  She was upset that she had not gotten a better return on her investments in 2017.  “Apple [stock] was up over 40%,” she complained, “but I only got 13%.”  Ironically, this was the very same person who was panicking in 2009 about the 25% loss…
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As a follow up to my post a couple of weeks ago on the three biggest Bitcoin myths (see https://www.cognizantwealth.com/2017/12/15/the-three-biggest-bitcoin-myths/), the Securities and Exchange Commission (SEC) has just warned investors about one more risk of which they need to be cognizant. Myth #4: Investing in Bitcoins is safe. The SEC last week recommended that investors…
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When the value of an investment suddenly soars, or collapses, it tends to get a lot of media coverage.  In 2017 that investment has been Bitcoin.  It started the year priced at $978, and as of the date of this writing is valued at more than $17,000.  That’s an increase of over 1600% in less…
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As interest rates continue to hover at historical lows, many people (including some investment advisors) express concerns about investing in fixed income mutual funds.  The issue – for those who are not familiar with bonds – is that when rates rise, bond prices fall, and vice-versa.  The fear is that bond funds, which hold numerous…
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