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08
Nov 2017

Giving Gratitude

By Harrison Lazarus Advisors, Inc.

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06
Oct 2017

Change Can Be Good!

By Harrison Lazarus Advisors, Inc.

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19
Sep 2017

Planning Ahead

By Harrison Lazarus Advisors, Inc.

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10
Aug 2017

The Dog Days of Summer

By Harrison Lazarus Advisors, Inc.

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07
Jul 2017

Is Time On Your Side?

By Harrison Lazarus Advisors, Inc.



The iconic rock band The Rolling Stones said it all: “Time…is on my side, yes it is.” This is certainly true if you started investing in your 20s. But even if you started later, there are still productive ways to invest. Maximizing your yearly contributions and company matching can help, as well as “catch up” contributions for those over 50. Ensuring you have a diversified portfolio that reflects your specific risk tolerance and goals is equally important. At any age, disciplined investing may mean some sacrifices so we can enjoy a better tomorrow. And while you might be singing “You can’t always get what you want” about the latest tech gadget or sleek sports car, staying focused and saving and investing regularly (and not being distracted by short-term market events) may help you ultimately sing a happier tune as you work toward your long-term goals. ..

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06
Jun 2017

Irrational Investing

By Harrison Lazarus Advisors, Inc.



Humans are innately emotional — and yes sometimes irrational  - creatures. Of course, there are appropriate times to be ruled by emotions (weddings, birth of a child, etc.) but becoming too emotionally involved with your investments, or letting fear dictate when you jump in or out of the markets, can have dire consequences for your long-term portfolio, as you’ll see in this month’s newsletter. Adhering to a sound financial plan, no matter what is going on in the markets, gives you a much better chance at a successful future. ..

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16
May 2017

Avoid Financial Mishaps Before They Happen

By Harrison Lazarus Advisors, Inc.


“Experience is simply the name we give our mistakes.” ~ Oscar Wilde

We all make mistakes; that is a fact of life. But wouldn’t it be nice to avoid financial missteps before they happen? This short, poignant video explores investors’ often-avoidable mistakes and why it is so important to make sure emotions don’t get in the way of our long-term plans. Because good (or bad) money habits can filter down to the next generation, this article offers ways to introduce money topics to kids at an early age, encouraging smart financial choices that last a lifetime. And to help ensure fewer financial mistakes in the future, here’s some priceless advice from Warren Buffett, arguably one of the most successful investors in the world. We talk a lot about the importance of financial goals, saving and investing, but what about the intangible value of family? This last article explores how your family’s “Human Capital” could be the most important aspect of your wealth plan. 
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27
Apr 2017

Take Time to Be Mindful While Investing And Safeguarding Assets

By Harrison Lazarus Advisors, Inc.


Imagine eating the same thing every day for breakfast, lunch and dinner. (Sounds awful, unless you’re a toddler.) Your diet is much like your portfolio — you need some variety. The “Skittles Chart” below shows the power of diversification and how having a balanced, globally-diversified portfolio can help you stay on track toward your goals. We talk a lot about taking a long-term view with investing, but how long is long term? While five years may seem like a long time in politics, sports and education, five years in the stock market is considered short-term investing as the article below details. We also look at how to protect your older parents or loved ones from financial fraud by having thoughtful conversations about safeguarding their assets. Finally, do you keep track of little daily expenditures? It’s shocking to see how the “little things” in life can add up! See how you can give yourself a raise by being more mindful of your “Latte Factor.”   ..

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17
Mar 2017

Manage Your Finances And Avoid These Seven Money Mistakes

By Harrison Lazarus Advisors, Inc.


There’s an old saying: Nothing good happens quickly. While this may not be the case in all situations, it may apply to investing. As the “Time in the Market Matters” chart below shows, the annual range of returns even for a globally-diversified portfolio, can be quite large. However, the longer you hold the portfolio, the narrower that range of outcomes becomes — a potential benefit for long-term investors. And if you’re looking for ways to more effectively manage your finances, start by avoiding the seven money mistakes in the article below. Because making decisions involves both logic and emotions, understanding one important academic concept, “status quo bias,” as described in the link below, may help us make better, less emotional decisions, especially when it comes to investing. Finally, if you’re trying to decide whether to move or remodel your house, the article below helps weigh what’s truly important to you (an extra bedroom? unique design? wonderful neighbors?) with what you can comfortably afford to spend. ..

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10
Feb 2017

Stock Market High, Piles Of Paperwork And It's Never Too Late

By Harrison Lazarus Advisors, Inc.


The Dow hit 20,000! With many sectors of the stock market at all-time highs, some investors are worrying about whether the stock market is due for a decline. The chart below shows that stock market highs don’t necessarily mean big declines. If you find yourself surrounded by piles of paperwork (or disorganized electronic statements) you may find this article about organizing your financial documents helpful, especially as you prepare for tax season. There is more than one way to save for your children or grandchildren to go college, and some accounts give you a tax break at the same time. It’s never too early to start saving, as college costs continue to rise. It’s never too late to make new resolutions. You may like these ideas for resolutions that help give a boost to your finances this year. ..

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