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is inflation bad for stocks?
By Ben S. Lies, MBA, RSSA

Market Myths Series: Inflation is Bad for Stocks

Introduction to The Market Myths Series. Markets of all kinds are going through a severe correction that is incredibly scary for many investors, especially those who are in or nearing retirement. Believe me when I say that I empathize and understand how hard things are right now. I have spent hundreds of hours over my […]

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Inflation affecting personal savings
By Ben S. Lies, MBA, RSSA

Inflation Creeping into Personal Finances

Inflation creep is in full effect and it is starting to have an impact on our budgets and personal financial situations. If you have a balance on a credit card or an adjustable rate mortgage, you might be noticing changes in your payments. Higher interest rates are starting to ripple through the personal finance landscape, […]

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Modern Portfolio Theory
By Ben S. Lies, MBA, RSSA

Why Modern Portfolio Theory Still Matters

Two different belief systems serve as the basis for investment decisions: the modern portfolio theory (MPT) and behavioral finance (BF). A basic summary of the two schools of thought: the MPT focuses on the optimal state of the market, while BF is more focused on the actual state of the market. While an understanding of […]

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United Airlines Pilot Retirement Account Plan PRAP
By Ben S. Lies, MBA, RSSA

Analyzing The UAL PRAP: Investment Decisions

If you are a Pilot for United Airlines you have a great 401(k) plan called the Pilot Retirement Account Plan (PRAP), but there are a lot of factors that need to be analyzed before making investment decisions. In this article we are going to take you through the investment options and the extrinsic factors that […]

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coronavirus why your next moves are more important than the markets
By Ben S. Lies, MBA, RSSA

Coronavirus: Why Your Next Moves Are More Important Than the Market’s

As of June 26, 2020, 9,473,214 cases of COVID-19 were reported, with the death toll reaching 484,249.1 With the number of infected patients rising every day, it’s nearly impossible to avoid feeling stressed or anxious about the world’s most recent pandemic. Aside from the concerns for our health, the financial toll of the Coronavirus pandemic […]

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Market Volatility
By Ben S. Lies, MBA, RSSA

Investor Alert: Surviving Volatility

Covid-19 and its’ implications have caused an extreme amount of volatility in the markets and it has been very taxing on humanity and investors alike. When we go through a sharp downturn like this one, it is incredibly difficult to try and figure out what to do. In this video our President and Chief Investment […]

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The SECURE ACT - Capitol Building
By Ben S. Lies, MBA, RSSA

The SECURE Act: What does it mean for me?

On December 20th 2019 the SECURE Act was passed into law. It has been a little over a month since this legislation was passed and most of the details are now out in the open and generally understood. In this analysis we will break down what we believe is the most important parts of the […]

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falling dollar
By Ben S. Lies, MBA, RSSA

Negative Interest Rates: Is this Really Happening?

Central banks around the world have embarked on negative interest rates. Find out what they are and how they work in this analysis by Delphi Advisers.

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