Articles

Investment Portfolio Rebalancing

Buy-and-rebalance Approach: Best Course for Long-term Wealth

ROCHESTER BUSINESS JOURNAL April 5, 2019- MARK ARMBRUSTER, CFA The current economic expansion is now 117 months old. Looking at data that…

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Portfolio diversification

True portfolio diversification involves multiple asset classes

ROCHESTER BUSINESS JOURNAL November 30, 2018 – MARK ARMBRUSTER, CFA The diversification of an investment portfolio has been described as the one…

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Equifax Hacked - Data Breach - Identity Theft

Equifax Data Breach – What can I do to protect my identity?

WHAT HAPPENED?On 9/7/2017 Equifax announced a massive personal data breach potentially impacting approximately 143 million United States consumers. The breach is a…

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